Revenue Mix Over Time
How collected revenue shifts across PIF / deposits, on-time payment plans, and collections recovery.
Projected vs Collected Gap
Current-period payment-plan leakage where projected and collected figures are both visible.
Reporting Reliability Timeline
Visible reporting quality improves from early summary posts into structured March and April reporting.
What We Can Know
The dashboard separates confirmed totals from legacy balance questions that still require CRM-level data.
Payment Plan Health
Scheduled, due, spoiled, recovered, and unresolved values for the selected reporting lens.
Failure Story Toggle
Compare gross first-attempt failure with the net after-collections outcome.
Collections Recovery Split
In-month delinquency recovery versus aged receivables recovery.
Older Balances Signal
Slack shows recovery from older balances, but not a full ledger of all unresolved historic accounts.
February Collections Summaries
Early MTD and YTD collections reporting before the more detailed March / April format took over.
Refund Composition
Administrative versus satisfaction-related refunds across snapshots where the split is visible.
Chargeback Snapshot
Slack gives a pattern summary here, not a full account-level disputes ledger.
Source Reliability
Slack source rows, grouped by reporting quality and evidence type.
| Date | Source | Channel | Reliability | Notes |
|---|
Keap Max Classic Follow-On
Phase-two discovery track for replacing Slack summaries with CRM-level receivables truth.