Understand the dashboard

The Utilmate dashboard gives you a real-time snapshot of your entire business—all in one place.

From billing activity and customer insights to site health and account balances, it’s designed to help you make informed decisions and take quick action.

With everything at your fingertips, you can dive straight into running your business with confidence.

Tip: Use the dashboard daily to stay on top of key tasks and spot issues before they become problems. 

The dashboard is broken into three parts:

Dashboard Processes

This is where you manage common processing Utilmate.  The number shows you how many items you have to process.  This includes:

• Import Meter Reads
• Unbilled transactions
• Charge, Receipt and Adjustment Approval
• New and Undelivered SMS Messages
• New and Undelivered Email Messages
• New and Undelivered Posted Mail

Dashboard Widgets

This is where you can see all activities assigned to you or your department and run any scheduled tasks Utilmate.  

Performance Graphs

The performance Graphs section is where you'll see important business performance metrics, including:

• Total aged Debtor balance:
  Totals are broken down into the ATB buckets – current, 30, 60, 90, 90+ so you can see overall levels of debt in each building.
• Recent and upcoming treatments:
  You'll see what notices you've recently sent and what is expected to be sent soon, forecasted monthly.
• Vacant and occupied sites in each building:
  The number of vacant and occupied sites within each building.
• Unbilled sites:
  Displays the unbilled sites for each building.  A site is deemed to be unbilled if:
   - it is on the QUARTERLY billing cycle and it has been more than 95 days since the move-in date or the last billed date.
  - it is on the BIMONTHLY billing cycle and it has been more than 65 days since the move-in date or the last billed date.
  - it is on the MONTHLY billing cycle and it has been more than 35 days since the move-in date or the last billed date.
• Open activities:
  Open activities are displayed by department.
• Recent move in and move outs:
  This chart shows your customers’ recent move-ins and move-outs.

Tip: Mouse over the bar chart to get more info.