Branch Dashboard
This guide explains what the branch dashboard shows and how to use it to monitor a single branch.
Opening the Branch Dashboard​
Select the branch in the branch selector at the top of the left menu, then select Dashboard.
If you have a parent role, Dashboard opens the Parent Dashboard instead. Select Branch view to switch to the dashboard for the branch you are working in. To go back, select View Parent Dashboard.
Dashboard Cards​
Five cards at the top of the page show the branch at a glance.
| Card | What it shows |
|---|---|
| Active Clients | How many active clients the branch has, including both Charge Us and Client Pays clients |
| Clients needing attention | How many connected clients have urgent Advisory items. If there are none, it shows "All clients are in good shape". |
| Team Members | How many team members the branch has, with the number of Owners, Admins, and Members |
| Estimated Bill | Your estimated Charge Us bill for the branch, in its billing currency, with the due date. If the branch has no Charge Us clients, it shows "No active subscriptions". |
| Pending | How many invitations are waiting. If there are none, it shows "All invitations accepted". |
Estimated Bill​
The estimated bill covers Charge Us clients only. Client Pays accounts never appear on your branch invoice.
Your estimated bill can be higher than usual after you add a client or change a plan partway through a billing cycle. The prorated amount is added to your next charge, and the following month returns to your usual total. See Charge Us Subscriptions for worked examples.
Clients Needing Attention​
Select this card to open the Advisory view of your client list. You need the View advisory permission to see this card. See The Advisory View.
Recent Activity​
Recent Activity shows the latest actions in your branch, such as team members signing in, accessing a client's account, adding clients, inviting team members, and billing updates.
Each entry shows the type of action, what it relates to, who did it, and when. To see the full list, select View All.
For the full record, go to Administration > Audit Trail.
Related Topics​
- Parent Dashboard — A consolidated overview across all your branches
- The Advisory View — Work through the clients that need attention
- Charge Us Subscriptions — How your estimated bill and prorating work
- Managing Team Members — Invite, view, and manage your team