Our dashboard views are specific to either user profile or team manager feature enabled.

User dashboard

The user dashboard has the following charts available in their view:

• CLAIM STATUSES – A breakdown of the claims assigned to your user profile and what status they hold.
• Note: If you do not have any claims assigned to you, your view will be blank.
• CLAIMS ALLOCATION VS CLOSURE – A comparison of the number of claims assigned to your user profile, compared to how many have been closed

• Select ‘DASHBOARD’ and then ‘USERS’ from the left-hand side menu
• The dashboard defaults to view the last 30 days, if you wish to change the date parameters click on the calendar icon on the dashboard card you wish to modify
  • A pop-up window will display
  • Either use one of the pre-defined date ranges on the left-hand side or select a to and from date on the calendar to create a custom date range
  • Click the ‘APPLY’ button

Management dashboard

When viewing the dashboard as a ‘Team Manager’ the following charts are available:

• POLICY TYPE BREAKDOWN – A breakdown of all claims categorised by the policy type
• AVERAGE COST PER LOSS CODE EXCL MGMT FEES – Average claim cost per loss code, not including the management fee
• NUMBER OF CLAIMS BY LOSS CODE – A breakdown of all claims grouped by the loss code (primary)
• CLAIMS ALLOCATED VS CLOSURE – A comparison of the number of claims allocated, compared to how many have been closed
• AVERAGE COST PLUS MANAGEMENT FEE – Average claim cost including management fee
• AVERAGE CLAIM DURATION – Average claim duration
• ASSESSOR – The status of each assessment, the average assessment duration and a breakdown of the assessors and the status of their assessments

• Select ‘DASHBOARD’ and then ‘MANAGEMENT’ from the left-hand side menu
• The dashboard defaults to view the last 30 days, if you wish to change the date parameters click on the calendar icon on the dashboard card you wish to modify
  • A pop-up window will display
  • Either use one of the pre-defined date ranges on the left-hand side or select a to and from date on the calendar to create a custom date range
  • Click the ‘APPLY’ button
• To change all dashboards to display the same time frame, click the calendar icon in the top right-hand corner
  • A pop-up window will display
  • Either use one of the pre-defined date ranges on the left-hand side or select a to and from date on the calendar to create a custom date range
  • Click the ‘APPLY’ button
• Note: Hovering over the charts will give you additional details that the dashboard is displaying, for example the number and percentage of claims per loss type.