Internal Finance View

Industry Rockstar Accounts Dashboard

Slack-derived accounts, collections, payment-plan funnel, and audit view

Report types
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Slack-only reporting view. This dashboard begins at the point where reporting became sufficiently clear in Slack. It is based only on Slack-posted data and does not represent a full outstanding-balance ledger from Keap Max Classic. Older balances may be partially reflected through collections recovery and aged receivables recovery, but are not fully reconstructed here.
Connection Mode Slack fallback

Keap API is not configured yet in this environment.

Data Freshness Snapshot-based

Using the selected Slack snapshot date as freshness.

Source Confidence Medium

Slack reporting is directional, not ledger-complete.

Backfill Coverage Slack window only

Historical Keap backfill has not been run yet.

Revenue Layer

Revenue-Share Metrics

These percentages are all shares of total revenue and are safe to compare with each other.

Payment-Plan Funnel

Due-Base Reconciliation

This is the part that should make intuitive sense at a glance: due payment plans break into collected from due base plus still unresolved.

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Revenue Mix Over Time

Total revenue broken into PIF / deposits, on-time payment plans, and collections recovery.

Revenue denominator

Due-Base Reconciliation

Due payment plans should reconcile into collected from due base and still unresolved where both values exist.

Due-base denominator

Reporting Reliability Timeline

Visible reporting quality improves from early summary posts into structured March and April reporting.

What The Audit Says

High-level takeaways from denominator checks, source weakness review, and row-by-row sanity checks.

Payment Plan Funnel

Read this top to bottom as one story: scheduled, not due yet, due now, collected from due base, gross failures, and net unresolved.

Failure Story Toggle

Compare gross failed movement into collections with the cleaner net after-collections result.

Collections Recovery Split

In-month delinquency recovery versus aged receivables recovery.

Older Balances Signal

Slack shows older receivables participating in recovery, but not the full opening balance ledger.

February Collections Summaries

Early MTD and YTD collections reporting before the richer March and April format took over.

Early summary

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.

Selected Snapshot Math Audit

Formula checks, denominator group, comparison safety, and any visible mismatch flags.

Source Weaknesses

The places where Slack is strong enough for trend work and where it still falls short of ledger truth.

Metric Audit Table

Every metric classified by numerator, denominator, denominator family, and whether it is safe to compare directly with nearby percentages.

Metric Bucket Numerator Denominator Group Comparison safety

Source Reliability

Slack source rows, grouped by reporting quality and evidence type.

Date Source Channel Reliability Notes

Keap Hybrid Data Plan

Export-first backfill and reconciliation, then OAuth API sync plus REST Hooks for freshness.