> ## Documentation Index
> Fetch the complete documentation index at: https://docs.command.cleargrid.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Your command center for real-time collection operations insights

The Dashboard is the first thing you see after logging in to Command. It gives you an instant snapshot of your portfolio's health — how much has been allocated, how much has been recovered, how your team is tracking against targets, and where your Promise-to-Pay follow-ups stand.

Everything on the Dashboard is scoped to your role. Agents see their own numbers, lenders see their portfolio, and admins see everything. The date filter in the top-right corner (defaulting to **Current Month**) controls what period all metrics reflect.

***

## Summary Metrics

The three cards at the top of the Dashboard give you the headline numbers at a glance.

<CardGroup cols={3}>
  <Card title="Total Allocated" icon="users">
    The total number of customers currently allocated to you (or your team, depending on your role). This is your active portfolio size.
  </Card>

  <Card title="Total Amount Allocated" icon="money-bill-wave">
    The total outstanding amount across all allocated accounts — i.e., the full value of debt your team is responsible for recovering.
  </Card>

  <Card title="Total Recovery Amount" icon="arrow-trend-up">
    The total amount successfully recovered within the selected period. This is your team's output — the money actually collected.
  </Card>
</CardGroup>

***

## Bucket-wise Split

Debt aging buckets are one of the most important lenses in collections. The Bucket-wise Split section breaks your portfolio into four aging brackets so you can immediately see where the money and customers are concentrated — and how well each bracket is being recovered.

The buckets are:

| Bucket     | Days Past Due                |
| ---------- | ---------------------------- |
| 0–30 Days  | Fresh accounts, recently due |
| 31–60 Days | Early overdue                |
| 61–90 Days | Mid-stage overdue            |
| 91+ Days   | Significantly overdue        |

### Allocation

Shows the total outstanding amount and customer count in each bucket. This tells you the size and value of each aging segment.

<Info>
  The 91+ Days bucket typically holds the largest allocation by value but is also the hardest to recover. Use this view to prioritize your outreach — fresher buckets (0–30) generally have higher success rates.
</Info>

### Recovery

Shows the **recovery percentage** achieved within each bucket for the selected period. This is the portion of the allocated amount that has been successfully collected.

<Tip>
  Compare your 0–30 Days recovery rate against your 91+ Days rate to understand the impact of account aging on collection success. A sharp drop-off as buckets age is normal — but a very low 0–30 rate signals an early-stage problem worth investigating.
</Tip>

***

## Charts & Analytics

Below the bucket split, three bar charts give you a visual breakdown of the same data.

<CardGroup cols={3}>
  <Card title="Allocation by Bucket" icon="chart-bar">
    A bar chart showing the total allocated amount in each aging bucket. Immediately shows which bucket holds the most value in your portfolio.
  </Card>

  <Card title="Recovery % by Bucket" icon="chart-column">
    A bar chart showing the recovery percentage per bucket. Hover over any bar to see the exact recovery rate. Helps you identify which aging segments your team is performing best and worst in.
  </Card>

  <Card title="Target vs Actual Recovery" icon="bullseye">
    A bar chart comparing your set recovery target against your actual recovery amount for the selected period. A quick visual check on whether you're on track to hit your goal.
  </Card>
</CardGroup>

***

## Target Tracking

The Target Tracking section shows how your team is performing against a defined recovery target for the current period.

<CardGroup cols={3}>
  <Card title="Target Amount" icon="flag">
    The recovery target set for the current period (e.g., the month). If no target has been configured, this shows 0.00.
  </Card>

  <Card title="Target Achievement" icon="percent">
    The percentage of the target that has been achieved so far. Calculated as: Achieved Amount ÷ Target Amount × 100.
  </Card>

  <Card title="Achieved Amount" icon="circle-check">
    The actual total amount recovered in the current period. This updates in real time as payments are recorded.
  </Card>
</CardGroup>

<Note>
  Targets are configured by your administrator. If your Target Amount shows 0.00, contact your admin to set up a recovery target for your team or portfolio.
</Note>

***

## Connected Call Conversions

This section tracks how effectively phone calls are converting to payments — broken down by the time window between the call and the payment.

<CardGroup cols={3}>
  <Card title="24 Hours Conversion" icon="clock">
    The percentage of connected calls that resulted in a payment being made within 24 hours of the call.
  </Card>

  <Card title="48 Hours Conversion" icon="clock">
    The percentage of connected calls that resulted in a payment within 48 hours.
  </Card>

  <Card title="7 Days Conversion" icon="calendar-week">
    The percentage of connected calls that resulted in a payment within 7 days.
  </Card>
</CardGroup>

<Info>
  Connected Call Conversions is currently in active development. Full data will appear here once the feature is live for your account.
</Info>

***

## PTP Metrics

PTP (Promise to Pay) is a key milestone in collections — a borrower who commits to a payment date. This section tracks how many PTPs were made and how many actually followed through.

<CardGroup cols={3}>
  <Card title="PTP Count" icon="handshake">
    The total number of Promise to Pay commitments recorded in the current month. Each PTP represents a borrower who agreed to pay by a specific date.
  </Card>

  <Card title="Paid After PTP" icon="circle-check" color="#10b981">
    The number of borrowers who made a payment after committing to a PTP. This is your follow-through count.
  </Card>

  <Card title="Conversion Rate" icon="arrow-trend-up" color="#3b82f6">
    The percentage of PTPs that converted to actual payments. Calculated as: Paid After PTP ÷ PTP Count × 100. A higher rate means your agents are securing genuine commitments, not just promises.
  </Card>
</CardGroup>

***

## Broken PTP Metrics

A Broken PTP is a commitment that wasn't kept — the borrower promised to pay but didn't. Tracking broken PTPs helps identify accounts that need re-engagement and agents who may need coaching on how they secure commitments.

<CardGroup cols={2}>
  <Card title="Broken Count" icon="circle-xmark" color="#EF4444">
    The total number of PTPs that were broken in the current month — commitments made but not followed through on.
  </Card>

  <Card title="Broken Rate" icon="percent" color="#EF4444">
    The percentage of PTPs that were broken. Calculated as: Broken Count ÷ PTP Count × 100. A high broken rate may signal that borrowers are making promises they can't keep, or that your follow-up cadence needs adjusting.
  </Card>
</CardGroup>

<Tip>
  A healthy operation has a **low Broken Rate** and a **high PTP Conversion Rate**. If your Broken Rate is climbing, prioritize follow-up outreach on the day before the promised payment date — a timely reminder often makes the difference.
</Tip>

***

## Date Filter

The **Current Month** dropdown in the top-right corner of the Dashboard controls the time period for all metrics, charts, and tables. Changing it updates every section simultaneously.

Common periods available:

| Option            | What It Shows                             |
| ----------------- | ----------------------------------------- |
| **Current Month** | From the 1st of this month to today       |
| **Last Month**    | The full previous calendar month          |
| **This Quarter**  | First day of the current quarter to today |
| **Custom Range**  | Pick any start and end date               |

***

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Why is my Target Amount showing 0.00?">
    No recovery target has been configured for your account or portfolio yet. Contact your administrator to set up a target for the current period.
  </Accordion>

  <Accordion title="What does the Conversion Rate in PTP Metrics mean?">
    It's the percentage of Promise to Pay commitments that resulted in an actual payment. For example, if 59 PTPs were made and 58 led to payments, the conversion rate is 49.57% (calculated against total PTPs in the period — not just the current snapshot).
  </Accordion>

  <Accordion title="Why are Connected Call Conversions showing N/A?">
    This feature is currently in development and will be fully available soon. Once live, it will automatically calculate payment conversion rates from your call data.
  </Accordion>

  <Accordion title="Who can see what data?">
    Data visibility is role-based. Agents see only their own allocated accounts and metrics. Lenders see data scoped to their portfolio. Admins and Super Admins see everything across all lenders and agents.
  </Accordion>

  <Accordion title="How often does the data update?">
    Dashboard data refreshes in real time. Payments, PTPs, stage changes, and new allocations appear as soon as they're recorded — no need to manually reload the page.
  </Accordion>

  <Accordion title="Is there a mobile version of the Dashboard?">
    The Dashboard is responsive and works on tablets. For the best experience, we recommend using a desktop or laptop browser at a screen width of 1024px or wider.
  </Accordion>
</AccordionGroup>

<Snippet file="snippets/support-info.mdx" />