---
title: "Dashboard Panels in ACE by User Role (Legacy)"
slug: "dashboard-panels-in-ace-by-user-role"
updated: 2026-10-30T19:22:01Z
published: 2026-10-30T19:22:01Z
canonical: "docs.interprose.com/dashboard-panels-in-ace-by-user-role"
---

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

# Dashboard Panels in ACE by User Role (Legacy)

> [!WARNING]
> Please Note
> 
> This article applies to the legacy ACE dashboard interface. If your agency uses Rainmaker Insights (RI), see [Understanding RI Boards: Dashboards and Report Layouts](https://docs.interprose.com/docs/understanding-ri-boards) for dashboards and [Understanding RI Visuals: Reports and Charts](https://docs.interprose.com/docs/understanding-ri-visuals) for reports.
> 
> For current RI reporting options, see [Understanding RI Core Visuals](https://docs.interprose.com/docs/understanding-ri-core-visuals). The legacy panel names and permissions below do not establish equivalent RI reports or access settings.

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:

1. Access Dashboard Settings: Go to **Setup → Dashboards → User**.
2. Select User Interface Template: Choose a permission role from the dropdown menu (e.g., "Agent").
3. 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.
4. 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.
5. Save Changes: Click the Set button at the top to save your customized dashboard.

> [!WARNING]
> Important:
> 
> Ensure that individual user profiles have the necessary permission roles to view the customized dashboards. See [Dashboard User Interface UI Template](https://docs.interprose.com/docs/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](https://docs.interprose.com/docs/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.