Financial Dashboard

Updated: Oct 15, 2019

Updates

  • Added "Needed" column: Shows how much money is needed to reach the goal.

  • Restructured "Starting Number": The starting number is computed as follows; Total minus New Money plus Reversed = Starting Number.

  • Highlight rows based on "Needed": If the goal is reached the whole row will be highlighted green.

  • Added manager names.

  • Removed numbers being rounded to the nearest dollar. The actual amounts will be displayed.

  • Added "PROCESSED" to the dashboard. Previously we only accounted for POSTED money.

  • If the Total is equal to zero, the row will be removed from the report.

  • Added "DECLINED" to the dashboard. Previously we only accounted for REVERSED.