Dashboard Panels in ACE by User Role

Updated on 13 Nov 2024
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ACE allows you to customize the dashboard that a user sees on their My Dashboard screen based on their permission roles. Below is a breakdown of available dashboard panels categorized by Admin, Agent, and Client Access User roles. Each table includes the Panel Name, Permissions Needed, and Notes for better understanding.

Admin Dashboards

Accessible to users with administrative permissions such as DIRECTOR_DASHBOARD, ACCOUNTING_DASHBOARD, and AGENT_MANAGER_DASHBOARD.

Panel Name	Permissions Needed	Notes
Agency Collections	DIRECTOR_DASHBOARD ACCOUNTING_DASHBOARD AGENT_MANAGER_DASHBOARD	Table showing dollar amounts, commission, and agent commission values collected for common time frames and categories. Updates real-time.
Agency Fees By Month	ACCOUNTING_DASHBOARD	Area chart displaying agency fees by month. Each year has its own color. Updates real-time.
Collected Amounts / Per Client	DIRECTOR_DASHBOARD	Donut chart showing total collected for each client. Updates real-time.
Company Fees Goals	DIRECTOR_DASHBOARD	Thermometer goal chart using data from Setup → Company Goals. Shows current month fees against goals. Updates real-time.
Company Fees Pace	DIRECTOR_DASHBOARD	Speedometer chart showing current month fees compared to day of month. Uses data from Setup → Company Goals. Updates real-time.
Company Goals	DIRECTOR_DASHBOARD ACCOUNTING_DASHBOARD AGENT_MANAGER_DASHBOARD	Thermometer goal chart showing current month collections against goals. Uses data from Setup → Company Goals. Updates real-time.
Company Pace	DIRECTOR_DASHBOARD	Speedometer chart showing where current collection is compared to day of month. Uses data from Setup → Company Goals. Updates real-time.
Agent Scorecard	DIRECTOR_DASHBOARD ACCOUNTING_DASHBOARD AGENT_MANAGER_DASHBOARD	Provides performance metrics for agents.
Agents Summary (MTD)	AGENT_MANAGER_DASHBOARD	Shows goals, collected amounts, and pace for agents based on data from Setup → Users → Profiles. Updates real-time.
Daily Worklist Summary	AGENT_MANAGER_DASHBOARD	Table showing worklists for the day with totals and counts. Updates real-time.
Liquidation Total By Month	DIRECTOR_DASHBOARD ACCOUNTING_DASHBOARD AGENT_MANAGER_DASHBOARD	Shows liquidation by placement month including all buckets. Assigned is either gross or net (canceled amounts removed).
Assignment Total Amounts By Month	DIRECTOR_DASHBOARD, AGENT_MANAGER_DASHBOARD	Displays placements by month, including all buckets.
Productivity	DIRECTOR_DASHBOARD	Table showing counts of activity by the agency. Hover over headers for full titles. Updates real-time.
Payments By Month (Dollars)	ACCOUNTING_DASHBOARD	Bar graph showing payment amounts by month. Each year has its own color.
Payments By Month (Count)	ACCOUNTING_DASHBOARD	Bar graph showing number of payments by month.
Payments - Last 30 Days	ACCOUNTING_DASHBOARD	Bar graph showing total collected for each day in the last 30 days. Hover for average payment and count.
Avg Payment Amounts By Day Of Week	ACCOUNTING_DASHBOARD	Area chart averaging agency payments by day of the week.
Avg Payment Amounts By Hour	ACCOUNTING_DASHBOARD	Area chart averaging agency payments by hour. Hover to see payment count.
Files to Download	FILE_VIEW HOME_VIEW_FILES	Table showing files available for download by the user. Updates real-time.
News	AGENT_DASHBOARD DIRECTOR_DASHBOARD	Displays news items created in Setup → News.
Recovery Total	DIRECTOR_DASHBOARD, ACCOUNTING_DASHBOARD, AGENT_MANAGER_DASHBOARD, VIRTUAL_AGENT_DASHBOARD	Area chart including all buckets.

Virtual Agent Dashboards

Accessible to users with virtual agent permissions (VIRTUAL_AGENT_DASHBOARD).

Panel Name	Permissions Needed	Notes
VA Bailouts	VIRTUAL_AGENT_DASHBOARD	Panel related to Virtual Agent bailouts, showing where users exit the virtual agent interaction.
VA Goals	VIRTUAL_AGENT_DASHBOARD	Displays goals specific to the Virtual Agent's performance.
VA Pace	VIRTUAL_AGENT_DASHBOARD	Shows the Virtual Agent's pace towards achieving set goals.
Virtual Agent Productivity	VIRTUAL_AGENT_DASHBOARD	Provides productivity metrics for the Virtual Agent, such as interactions handled.
Recovery Total	VIRTUAL_AGENT_DASHBOARD	Area chart including all buckets, accessible to Virtual Agent users for overall recovery insights.

Agent Dashboards

Accessible to users with agent permissions (AGENT_DASHBOARD).

Panel Name	Permissions Needed	Notes
Agent Payments	AGENT_DASHBOARD	Table showing recent payments on accounts where the user is the primary or secondary agent. Updates real-time.
Agent Productivity	AGENT_DASHBOARD	Table showing counts of activity by the user. Hover over headers for full titles. Updates real-time.
Agent Promises	AGENT_DASHBOARD	Table showing the user's promise payments due today or past due. Updates real-time.
Callbacks	AGENT_DASHBOARD	Table showing accounts with scheduled callbacks.
My Goals	AGENT_DASHBOARD	Thermometer goal chart using data from Setup → Users → Profiles. Shows current month collections against goals.
My Pace	AGENT_DASHBOARD	Speedometer chart showing where current collections are compared to day of month.
My Collections	AGENT_DASHBOARD	Displays user's collections data.
News	AGENT_DASHBOARD	Shows news items relevant to the agent.
Recent Accounts	AGENT_DASHBOARD	Shows summary information for accounts recently worked by the user.

Client Access User Dashboards

Accessible to users with client access permissions (CLIENT_ACCESS_DASHBOARD).

Panel Name	Permissions Needed	Notes
Client Goals	CLIENT_ACCESS_DASHBOARD	Client dashboard panel showing goals specific to the client.
Client Pace	CLIENT_ACCESS_DASHBOARD	Client dashboard panel showing pace towards goals.
Assignment Amounts	CLIENT_ACCESS_DASHBOARD	Client dashboard panel showing assignment amounts.
Assignment Amounts By Month	CLIENT_ACCESS_DASHBOARD	Area chart showing placements by month for client-visible buckets only.
Assignments	CLIENT_ACCESS_DASHBOARD	Client dashboard panel showing assignments.
Placements By Month	CLIENT_ACCESS_DASHBOARD	Area chart showing assignments by month. Each year has its own color.
Liquidation By Month	CLIENT_ACCESS_DASHBOARD	Shows liquidation by placement month. Assigned is either gross or net (canceled amounts removed).
Payments By Month (Dollars) - Client	CLIENT_ACCESS_DASHBOARD	Bar graph showing payment amounts by month specific to the client.
Productivity	CLIENT_ACCESS_DASHBOARD	Bar graph showing payment amounts by month specific to the client.
Recent Accounts	CLIENT_ACCESS_DASHBOARD	Shows summary information for recent accounts relevant to the client.
Files to Download	HOME_VIEW_FILES	Table showing files available for download by the client. Updates real-time.

Notes on Specific Panels

Agent Scorecard: Accessible to agents and managers to provide performance metrics.
VA Bailouts, VA Goals, VA Pace, Virtual Agent Productivity: Panels related to Virtual Agent activities, accessible to users with VIRTUAL_AGENT_DASHBOARD permission.
Email Deliverability and Email Deliverability Graph: Panels that may require specific permissions not listed; check with your administrator.
Assignments By Month, Placements Last Month, Placements This Month: Panels that may be accessible to both Admins and Clients depending on permissions.

Customizing Dashboards

To customize dashboards for a user role:

Access Dashboard Settings: Go to Setup → Dashboards → User.
Select User Interface Template: Choose a permission role from the dropdown menu (e.g., "Agent").
Modify Panels:
1. Rename or Remove Panels: Click the wheel icon on the right side of the panel's yellow bar.
2. Add New Panels: Click the wheel icon on the first tab and select panels to add.
Manage Tabs:
1. Add New Tabs: Click New Tab and add panels.
2. Change Layout: Click the wheel icon on the tab and select Change Layout to adjust the number of columns.
3. Rename or Remove Tabs: Use the wheel icon on the tab for these options.
Save Changes: Click the Set button at the top to save your customized dashboard.

Important:
Ensure that individual user profiles have the necessary permission roles to view the customized dashboards. See Dashboard User Interface UI Template for more details.

Additional Information

Most dashboard panels require specific permissions beyond just setting them up on a dashboard. Users must have the appropriate roles assigned in their profiles. Review Finding Permissions and Permission Roles in ACE for more information.
Updates and Real-Time Data: Many panels update in real-time, providing up-to-date information relevant to the user's role.
Customization Flexibility: Administrators can tailor dashboards to match the needs of different user roles, enhancing efficiency and user experience.

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What's Next

Navigating Accounts in ACE

Table of contents

Admin Dashboards
Virtual Agent Dashboards
Agent Dashboards
Client Access User Dashboards
Notes on Specific Panels
Customizing Dashboards
Additional Information