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Goal Manager Help
Supervisor Dashboard
The Supervisor Dashboard displays for users who are designated as a team supervisor in Latitude. Subtotals display for each team and grand totals display for all teams assigned to the supervisor.
Financials
Front Amount: Payment dollar amounts posted for the month.
PDC Amount: PDC dollar amounts added for the month.
MTD Amount: Total posted payments and PDCs added for the month.
New: Dollar amounts collected on the current date. If you selected the Gross view (using the icon in the title bar) the amount includes payments and fees. If you selected the Net view, the amount includes fees only.
Daily (Goal): Daily goal adjusted as the monthly gross goal divided by the number of posting days for the month.
Monthly (Goal): Monthly gross goal.
MTD (Goal): Pro-rated amount 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 a collector attempted to contact the account on the current date and the current month.
Contacted: Number of times a collector contacted the account on the current date and the current month.
Touched: Number of times a collector touched the account on the current date and the current month.
Worked: Number of times a 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.
Performance
Amounts collected during the current and previous month, represented in a line graph.