If you’re set up with BigTime Wallet, you’ll have access to an analytics dashboard where you can keep track of your firm’s A/R and financial trends. You can access this dashboard by going to ANALYTICS…DASHBOARDS from your main navigation bar.
Note: The BigTime Wallet AR dashboard is only visible to staffers with system admin permissions. To learn about security groups and system admin permissions, take a look at this article.
Your BigTime Wallet AR dashboard displays quick insight and large data tiles, and a quick scan of these tiles can give you a birds-eye view of your overall business performance. By default, this dashboard will be named "AR Dashboard", but you can change the dashboard's name if you'd like it to be called something else. Each tile gathers data from different locations in BigTime into one category and delivers that data to you in pie chart, bar graph, line graph, percentage or number form.
If you want more information, you can click into any one of these tiles to drill down into the data set the tile is pulling from. Clicking a tile will take you to a new page containing a report of all the data in that tile. If you want to return to your dashboard, you can just click the BACK TO DASHBOARD link in the top left corner of this page.
You can, to a certain extent, configure your BigTime Wallet AR dashboard. If you prefer to see data tiles in a specific order, you can drag and drop tiles into different positions. You can also change the name of a tile or set filters for that tile. To do so, click the THREE DOTS in the top right corner of a tile and select EDIT TILE.
You’ll be taken to a new page where you can change the tile display name and data filters.
Note: While you can edit aspects of a tile and move them around on your dashboard, you won’t be able to add or delete tiles unless your firm is set up with the full Dashboards package.
Now that you know how the BigTime Wallet AR dashboard functions, you can start using it to enhance your analytics and business strategy. Take a look at some of the articles below to learn more into AR dashboard tiles and BigTime Wallet: