Dashboard Tab
The Dashboard is the first tab you'll see each time you log into your Rerun account, whether trial or live. The Dashboard tab is designed to give you an overview of the business in Rerun.Streams
The top most section of the dashboard covers your different streams. It is split into sections. The left most section lists the names of your Payment Streams. To the right of that you will see three other sections:
- Successful: This will give you the total dollar value of successful payments for different periods
- Projected: This section gives you totals of upcoming payments for tomorrow and this month
- Open Invoices: This section shows you the total dollar value of all open invoices
Email, Rerun Checkout, and Customers
Underneath the Streams section you will see activity of different types.
- Email: Shows how many emails were sent yesterday - if you click on this it will take you to the email tab
- Checkout Registrations: Shows you how many people signed up using Rerun Checkout yesterday - if you click on this it will take you to the Checkout tab
- Total Customers: Gives you the total number of customers you have in Rerun - if you click on this it will take you to the Customers tab
- Active Customers: Shows you how many customers are assigned to streams - if you click on this it will take you to the Customers tab
Failed/Outdated Information
This section is broken into three parts. Unsuccessful, Expiring Cards, and Expired Cards.
- Unsuccessful: Will list any failed payments
- Expiring Cards: Will list customers who's credit cards are about to expire. Clicking on the more actions menu (three vertical dots) will allow you to update these cards or email the customer to let them know
- Expired Cards: Will show you customers who's credit card information has expired. Clicking on the more actions menu (three vertical dots) will allow you to update these cards or email the customer
Charts and Graphs
This final section displays two charts.
- Payments By Month: A line chart that will show you how many payments were processed by month (allowing you to see spikes or dips in payment activity)
- Accounts Receivable Aging: A bar graph that shows you money owed in 0-30, 31-60, 61-90, and 90+ Day increments.