6 Corporate Accounts Dashboard Widgets
The widgets on the dashboard display the current state of different Corporate account activities with real-time updates. Corporate Accounts widgets on the dashboard serve several purposes. They enhance user experience, facilitate decision-making, and improve operational efficiency.
Some of the uses of Corporate Accounts widgets are listed below:
- Consolidate and present a visual representation of information from different banking systems and modules.
- Provide intuitive and easy-to-understand graphical representations like graphs and charts.
- Help monitor and track key performance indicators (KPIs), metrics, and trends in real-time.
- Customize the widgets by selecting filtered views to focus on specific transactions and activities.
- Drill down and explore detailed information underlying the summarized views.
The following Corporate Accounts widgets and customization are available on the dashboard:
- Service Request Status
The Service Request Status widget for Corporate Accounts allows a detailed examination of service requests by Corporate Accounts banking systems. This topic discusses the service request status widget and its drill-down features. - Referral Queue
The Referral Queue widget displays the transactions that are moved to the referral queue for further review and approval. You can view the number of tasks in a referral queue and drill-down further to view the transactions and their details. - Uncollected Funds
The Uncollected Funds widget displays the number of transactions and the total uncollected funds value of the transactions by date. The widget displays the currency, number of transactions with uncollected funds, and the total value of the uncollected funds on a given date in the system. - Upcoming Dormant Account
Upcoming Dormant Accounts widget displays the savings and current accounts that will become dormant. The widget displays key metrics, indicators, and summaries to monitor the accounts that will become dormant. - Create and Load Custom Views
Create a custom view of a Corporate Accounts Widget to track and monitor specific accounts and their activities. The default widgets provided on the Dashboard are generic and track all entities. - Service Level Agreement
This topic provides the information of Service Level Agreement for Corporate Accounts.