# Reading the dashboard The dashboard is the app you sign into at `app.moderncollections.io`. Top-level routes you'll use day-to-day: **Overview**, **Placements**, **Live**, **Analytics**, **Payments**, **Debtors**, **Statements**, **Settings**. This page is a tour. ## Overview page The first thing you see after logging in. It pulls from `/v1/analytics/summary` and renders: * **Header stats** — the total number of placements you've placed, and the outstanding balance (`total_placed_amount - total_recovered_amount`). * **Four KPI cards** — Outstanding, Recovered MTD (with recovery rate), In outreach (active accounts), Avg days to pay. * **Recovered (last 30 days)** — an area chart of daily recovered amounts. * **Activity feed** — recent events for your tenant (right-hand column). * **Status distribution** — a bar chart showing how your placements are distributed across statuses. * **Calls by day & hour** — a 14-day heatmap of call volume. * **Recent placements** — the six most recently-placed accounts. Click any row to open the placement. There is no "Open actions" card today, no plan-approval inbox, and no per-event badge counter — the Activity feed and your notification emails are the queue. ## Placements page Every account you've placed with us, paginated 25 per page, with a status-chip filter and a search box. Columns shown: | Column | What it tells you | | -------- | ------------------------------------------- | | Debtor | Company name (linked) plus state | | Invoice | Your invoice number | | Amount | Original invoice amount (sortable) | | Past due | Days past due, red if >30 (sortable) | | Status | The placement status (see below) | | Placed | When you placed it (sortable, default sort) | The **status** filter chips cover: * `pending_enrichment` — we're looking up contact info before doing anything else. * `ready` — enrichment is done; outreach hasn't been scheduled yet. * `in_outreach` — calls and emails are actively going out. * `disputed` — debtor disputed; outreach is paused. * `pending_payment` — a payment is in flight. * `paid` — done. Money received. * `closed_uncollected` — closed without recovery. * `recalled` — you withdrew the placement. A few internal statuses can also appear in the data (`needs_review`, `resolved`, `resolved_out_of_band`, `withdrawn_by_creditor`) — they're set by the QuickBooks integration when a placement was settled outside the platform; for day-to-day work treat them as variants of "closed." Click any row to open the placement detail view. ## Placement detail page Everything we know about a single placement, on one page. Top of page: debtor name, status pill, invoice number, posture (`preserve` / `escalate`), and intake channel. Below that, a five-tile metric row: Invoice Amount, Days Past Due, Recovered, Fee Amount, Placed date. Side-by-side cards below the header: **Debtor Information** (company, entity type, location, email, phone) and the **Compliance** card (whether calls/emails are currently allowed, with an expiry). A **Planner operations** card shows runtime state (next/last planner tick, current call/email state, settlement availability). If the placement is in `disputed` status, a **Dispute Center** card appears above the tabs. It has a single **Acknowledge dispute** button — see [Responding to a dispute](/for-creditor-partners/creditor-operations/responding-to-a-dispute.md). Tabs: * **Timeline** — every audit event in chronological order, streamed live via Supabase Realtime. * **Calls** — list of calls placed, each with outcome badge, AI summary, transcript viewer, and recording playback (when consent permits). * **Emails** — list of emails sent and received as a threaded view. * **Payments** — payment attempts (status, amount, method, failure code, time). * **Context** — uploaded documents (invoices, contracts, proof-of-service, etc.) and the extracted "context" they produced. * **Audit Trail** — every audit event with filters by event type, actor, and date range. **There are no Pause, Recall, Mark-as-paid, or Approve buttons on this page today.** Recall is available via the API (`POST /v1/placements/{id}/recall`) but is not yet wired into the dashboard UI. See [Pausing or recalling a placement](/for-creditor-partners/creditor-operations/pausing-or-recalling-a-placement.md) for the current options. ## Live page A streaming audit-event feed for your tenant. Filter chips: All / Calls / Emails / Planner / Compliance. Pause/resume, click-through to the placement, last 250 events buffered. See [Live feed overview](/for-creditor-partners/creditor-operations/live-feed-overview.md). ## Analytics page Aggregate views across your placements: * **KPI tiles** — Recovery rate, Recovered total, Fees earned, Avg days to recovery. * **Recovered (90 days, cumulative)** — area chart. * **Top 10 debtors by outstanding** — horizontal bar. * **Days to payment** — bucketed bar chart (paid placements only). * **Email funnel (30 days)** — Total / Sent / Opened / Replied / Bounced. No "dispute rate" or "escalation rate" chart exists today. ## Payments, Debtors, Statements pages * **Payments** — table of payment attempts (succeeded / failed / processing / etc.) across all your placements, with live updates. * **Debtors** — top debtors by outstanding balance, ranked. * **Statements** — monthly remittance statements with download links. ## Settings page Creditor Profile (read-only), Default Collection Posture (preserve/escalate toggle), Webhook URL, API Key, Notification preferences, QuickBooks Online integration. ## Tips * **Use the filter chips on Placements.** They persist within a session and re-fetch on toggle. * **The Live page is the fastest spot-check.** Watch for compliance (yellow) and planner (info-bordered) events. * **Star a placement, bookmark a filter, bulk actions** — these are planned but not yet available. ## TODO * Screenshot: overview page. * Screenshot: placements list with status chips highlighted. * Screenshot: placement detail page timeline tab. * Screenshot: call playback with synced transcript. *** Last reviewed: 2026-05-24 by Customer Success. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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