- Contents
Goal Manager Help
Collector Dashboard
The Collector Dashboard displays for users who have a desk assigned to them and who are not designated as a team supervisor or department manager in Latitude.
Financials
Front Amount: Payment dollar amounts that the collector posted for the month.
PDC Amount: PDC dollar amounts that the collector added for the month.
MTD Amount: Total posted payments and PDCs that the collector added for the month.
New: Dollar amounts that the collector collected on the current date. If you selected the Gross view (using the View icon in the title bar) the amount includes payments and fees. If you selected the Net view, the amount includes fees only.
Daily (Goal): Collector's daily goal adjusted as the monthly gross goal divided by the number of posting days for the month.
Monthly (Goal): Collector's monthly gross goal.
MTD (Goal): Pro-rated amount for the collector to collect today, based on the current date in relation to the monthly goal and number of posting days.
+/- MTD: Pro-rated percentage of the goal to collect today, based on the current date in relation to the monthly goal and number of posting days.
% MTD: Pro-rated percentage of the goal reached currently for the entire month.
% Month: Straight percentage of the goal reached currently for the entire month.
Work Efforts
Attempts: Number of times the collector attempted to contact the account on the current date and the current month.
Contacted: Number of times the collector contacted the account on the current date and the current month.
Touched: Number of times the collector touched the account on the current date and the current month.
Worked: Number of times the collector worked the account on the current date and the current month.
These numbers are based on action and result codes added to account notes in Latitude.
Latitude Elites
Collector ranking based on the percentage of the monthly goal reached, in order. Information in bold signifies the currently logged on collector.
Performance
Amounts collected during the current and previous month, represented in a line graph.