Dashboard Overview: What You’ll See First

Dashboard Overview: What You’ll See First

Your Roopi dashboard gives you a real-time view of how your business is doing with collections.

📊 What You’ll See on the Dashboard:

• Total Outstanding – Total amount you're waiting to collect

• Collected This Month – What’s already been paid this month

• Overdue Amount – Unpaid invoices past their due date

• Avg Days Late – Average time clients take to pay

• Daily Account summary – Roopi’s AI insights and suggested next steps

⚡ Use the dashboard to decide where to follow up manually—or let Roopi do it for you.