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Dashboard

Visualize Commission Statement Data

Rich Schaeffer avatar
Written by Rich Schaeffer
Updated over 6 months ago

🟢 Step-by-Step Instructions

1. Accessing the Dashboard Tab

  • Click "Dashboard" on the top navigation bar

2. Filtering and Visualizing Data

  • In the left sidebar:

    • Filter the data by Statement Date

    • Select a graph type for analyzing visual trends (Bar, Line, Stacked)

    • Toggle between showing and hiding charts in the Analytics Panel

    • Toggle between showing and collapsing the Data Table

3. Graphical Representations

  • View and control the Visual Analytics Panel to visualize data, identify trends and anomalies, and track revenue and statements by date

4. Tabular Representations

  • View and control the Data Table to visualize a hierarchical breakdown of periods, expandable by year and month.

🔵 Visual Analytics Panel (Top Center)

  • Click on sections of the Sunburst Chart to get a high-level breakdown of revenue by carrier and month, visually highlighting concentration and distribution patterns.

  • Select a graph type for analyzing visual trends in the left sidebar

    • Bar: Displays comparative monthly revenue by carrier or other categories in discrete bars.

    • Line: Shows revenue trends over time, suitable for identifying patterns or fluctuations.

    • Stacked: Aggregates carriers within each bar to depict cumulative totals and breakdowns simultaneously.

🔵 Data Table (Bottom Center)

  • Visualize a hierarchical breakdown of periods, expandable by year and month.

  • Fields include Year/Month/Carrier, Statement Date, Filename, and Total

  • For each month, the count of statements is shown in parentheses (e.g., “01/2025 (268)”).

  • When you hover over each statement, three buttons appear on the right:

    • Go to Statement Data: shows the data for the specific statement in the Data Tab

    • Go to Statement: view the statement directly

    • Download Statement

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