{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Manager Dashboard","siteUrl":"https://docs.peachfinance.com","description":"API and product documentation for Peach Finance, a lending-as-a-service platform.","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"manager-dashboard","__idx":0},"children":["Manager Dashboard"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Manager Dashboard gives team leads and operations managers visibility into their team's current workload. Use it to monitor task queues, agent availability, open cases, escalations, and missed interactions — all in real time. The dashboard focuses on current work, not historical analytics."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Availability:"]}," All clients"," ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Required permissions:"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["managerdashboard:read"]}," (to access the dashboard and all sub-pages)"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Without the ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["managerdashboard:read"]}," permission, the page displays: \"Unfortunately, you do not have permissions to view this page.\""]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"access-the-manager-dashboard","__idx":1},"children":["Access the Manager Dashboard"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["From the CRM, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Manager Dashboard"]}," in the navigation. The dashboard opens to the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Uncompleted Tasks"]}," page by default."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"dashboard-navigation","__idx":2},"children":["Dashboard navigation"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The sidebar on the left displays navigation items organized into groups. Most items show a live count badge with the current number of relevant records."]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Navigation item"},"children":["Navigation item"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"What it shows"},"children":["What it shows"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Count badge"},"children":["Count badge"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-tasks"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Uncompleted tasks"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Tasks assigned to agents that have not been completed."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Total uncompleted tasks"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-queues"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Queues"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Real-time task queue statistics (pending, reserved, accepted, completed)."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["—"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-agents"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Agents"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Agent availability by team (online, offline, accepting calls/chats)."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["—"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Open cases"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Parent item for case views:"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["—"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[" ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-cases"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["All"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["All open cases across all types."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Total open cases"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[" ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-cases#view-collection-cases"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Collection"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Open cases filtered to the collection type only."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Total open collection cases"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-escalations"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Open escalations"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Cases currently escalated to a team or agent."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Total open escalations"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Interactions"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Parent item for interaction views:"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["—"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[" ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-interactions"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Missed calls"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Inbound voice calls that were not answered."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Total missed calls"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[" ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-interactions#view-unassociated-interactions"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Unassociated interactions"]}]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Inbound interactions not yet linked to a borrower or case."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Total unassociated interactions"]}]}]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Agents"]}," item expands to show a sub-item for each team when you navigate to the agents page."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"case-ownership","__idx":3},"children":["Case ownership"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Several dashboard pages display additional columns and actions when case ownership is enabled in your company configuration (",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["config.tasks.enableCaseOwnership"]},"). When enabled:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Agents by Team"]}," page shows an ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Owned Cases"]}," column for each agent."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["The ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Open Cases"]}," pages show an ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Owner"]}," column and support bulk case reassignment."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you do not see these columns, case ownership is not enabled for your company. Contact your administrator to enable it."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"related-pages","__idx":4},"children":["Related pages"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-tasks"},"children":["Monitor uncompleted tasks"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-queues"},"children":["Monitor queues"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-agents"},"children":["Monitor agent availability"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-portal-crm/crm-manager-cases"},"children":["Monitor open cases"]}]}]}]},"headings":[{"value":"Manager Dashboard","id":"manager-dashboard","depth":1},{"value":"Access the Manager Dashboard","id":"access-the-manager-dashboard","depth":2},{"value":"Dashboard navigation","id":"dashboard-navigation","depth":2},{"value":"Case ownership","id":"case-ownership","depth":2},{"value":"Related pages","id":"related-pages","depth":2}],"frontmatter":{"seo":{"title":"Manager Dashboard"}},"lastModified":"2026-06-11T18:15:20.912Z","pagePropGetterError":{"message":"","name":""}},"slug":"/servicing-operations/agent-portal-crm/crm-manager-overview","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}