Dashboard

The Dashboard is your command center — a real-time overview of your entire collections operation. It’s the first screen you see after logging in and provides at-a-glance metrics on everything that matters.

Overview Metrics

The top-level cards show your most important numbers:

• Total Customers — the number of customer records in your organization
• Today’s Payments — payments received today with count
• Revenue — total collected amount with month-over-month comparison
• Pending Claims — claims awaiting action
• Overdue Claims — claims past their due date, with weekly trend
• Success Rate — your overall collection success percentage

Campaign Overview

Track all your outreach campaigns from the dashboard:

• Total Campaigns — all campaigns across statuses
• Active Campaigns — currently running campaigns
• Draft Campaigns — campaigns in preparation
• Completed Campaigns — finished campaign runs

Click View all campaigns to jump directly to the Campaign Builder.

Statistics Overview

Three key performance indicators give you a health check:

• Collection Rate — percentage of debts recovered, with trend comparison
• Active Claims — claims currently being worked, with new additions this week
• Total Recovered — dollar amount collected this month

Your Catchpole Impact

A running total of what the platform has helped you achieve:

• Days Active
• Accounts Managed
• Total Collected
• Payments Processed
• Compliance Events Tracked

Analytics Charts

Visual charts help you spot trends:

• Collection Trend (30 days) — line chart showing daily collection amounts over the past month
• Top Collectors — bar chart ranking your team by total collected

Filtering

Use the dropdown filters at the top to segment your dashboard by:

• Claim Group — filter by specific claim groups (e.g., Healthcare, Commercial, Utility)
• Campaign — filter by a specific campaign

The dashboard updates in real time with live updates enabled — no need to refresh.