You can access the Dashboard from anywhere in the application to monitor accounts receivable activity, review automation performance, and manage workflow tasks.
To open Dashboard at any time:
- In the left sidebar, select SmartCustomer.
- In the horizontal navigation bar, click Dashboard.
The Dashboard opens and displays real-time metrics and activity summaries.
Figure 1. Dashboard navigation
Dashboard Overview
When you open the dashboard, it loads on the AR Helpdesk Activity Summary. From there, each panel includes a date-range selector (for example, 1 Day, 7 Days, 30 Days, 365 Days), and most panels provide an export icon and drill-down links where applicable. Sections that support expand/collapse display a caret next to the section title—select it to show or hide the panel.
For reference, the dashboard contains these primary sections:
| Section | Description | Key Panels/Features |
|---|---|---|
| AR Helpdesk Activity Summary | Overview of mailbox activity and automation outcomes. | Mailbox Metrics, Intents and Outcomes |
| Mailbox Intelligence | Analysis of inbound and outbound email activity. | Emails Received, Emails Sent, Top 10 by Email/Domain/Customer |
| Agent Processing | Insights into AR Helpdesk email handling and detected business intents. | Emails Processed, Intents Detected, Document Requests |
| SoR Insights | Customer data quality and enrollment status from your System of Record (SoR). | Customer Record Enrollment, Customer Contacts, Duplicates |
| Tasks Overview | Visual and tabular summary of AR Helpdesk tasks by status and business process. | Tasks by Status, Tasks per Detected Intent |
| Tasks and Utilization | Team and user-level workload, response patterns, and manual review needs. | Task Handling, Ad Hoc Email Review |
| Prioritized Tasks | List of high-priority tasks grouped by type and urgency. | Priority indicators, Task Type, Item Count, Oldest Date |
Note: SmartCustomer includes sections for both AR Remittances and AR Helpdesk (HD). This guide focuses only on the AR Helpdesk sections. For remittance-specific metrics and processing views, refer to the AR Remittances Dashboard documentation.
Common Actions
- Hover tooltips: Hover any chart element to see counts and percentages for the current date range/filters.
- Drill-downs: Click most bars/slices to open a detail dialog with row-level data. Drill-down tables export to CSV only.
- Exports: Panels/charts support export to PDF, PNG, SVG, CSV, and XLSX (where available). Exports respect the selected date range. Limit up to 10,000 rows per export.
- Legend toggles: Click legend items to hide or show series; this changes only what you see on screen, not totals or filters.
- Pagination: If the list exceeds one page, use the pagination controls at the bottom of the dialog to navigate. Adjust the number of rows shown per page using the Rows per page selector.
Note: All metric data is available across all RBAC roles (with access to SmartCustomer) except for select data in Tasks & Utilization, which defaults to the metrics scope for the individual user. Team Managers can optionally filter by and view data for their respective Team or individual Team members. Super Admins and AR Helpdesk Managers can optionally filter by and view data for any Team and any AR Helpdesk user.