Using the Dashboard

17 views

Understand the financial summary cards, how to switch branches, and how to navigate between terms.

Your Financial Overview

The dashboard is the first screen you see after signing in. It shows a real-time financial summary for the current academic term across your school or selected branch.

Summary Cards

The dashboard displays four key figures at the top:

CardWhat it Shows
Total Expected The total amount invoiced to all students this term
Collected Amount received so far — online and cash combined
Total Debt Outstanding balance still owed across all students
Students Total number of active students this term

Below the cards, a Collection Rate progress bar shows the percentage of total fees that have been collected so far this term.

Switching Branches

If your school has multiple branches, tap the branch chip in the top-right corner of the dashboard header to open the branch selector. Choose a specific branch to view its data in isolation, or select All Branches to see a consolidated total across every branch.

Switching Terms

The horizontal pills displayed below the school name show all available academic terms. Tap any pill to switch the dashboard to that term's data. The active term is highlighted in white.

Refreshing the Data

Pull down on the dashboard screen to refresh all data and pick up any new payments, branches, or terms that may have been added since you last opened the app. The dashboard also updates automatically in the background.

Tip: The dashboard shows live data — there is no need to log out and back in to see the latest figures. A quick pull-to-refresh is all you need.

Was this page helpful?

Last updated: July 25, 2026