The Business IQ dashboard provides a general overview of every association's activity metrics.
In Vantaca IQ, click the Business menu option to view the Business dashboard.
Review the following sections for more details about the performance tools on the Business dashboard and the information that they track:
- Invoice Overview
- Action Item Activity
- Action Items Completed
- Association Bank Balances
- Invoice Data Entry
- Employee Action Item Activity
- Open Invoices
- Violations
- Service Requests
- ARC Requests
- Association Financial Delivery
- Homeowner and Board Login Activity
Invoice Overview
The tool tracks the number of invoices received and paid, the number of invoices processed through the Complete Data Entry step, and the average time those invoices spent in that entry step across all associations.
Note: If your associations do not use the Complete Data Entry step, the value displays as 0%, and this graph does not include data for voided invoices. Specific dates may not be shown on the graph if no invoices were paid or received on that date.
Action Item Activity
This tool tracks the total number of action items by type and advanced or stepped across all associations (can include sending a message on the item).
Note: The Action Item Activity shows the 10 Activity Types with the highest activity count in the graph at one time.
Action Items Completed
This tool tracks the total number of action items, by type, that have been completed across all associations.
Association Bank Balances
This tool tracks the total balance by bank for each association within your business. The list displays in descending order by Bank Balance to show the bank accounts with the largest balance that could potentially be over the FDIC limit. Balances in excess of $250,000 are designated with a red exclamation point icon.
Note: Only users with the Vantaca IQ Admin permission under Settings > Roles > Security can view this performance tool.
Invoice Data Entry
This tool tracks the number of invoices received, the number of invoices processed through the Complete Data Entry step, and the average time those invoices spent in that entry step.
Employee Action Item Activity
This tool tracks the number of action items each employee has advanced or taken action on, including sending messages.
Tip: You can click the Employee name to open their Employee Listing page or click the Activity Count number to open additional details about action item activity for the specified employee.
Open Invoices
This tool tracks the total number of open invoices for each association.
Violations
This tool tracks the number of violations created and completed and the percentage of violations completed in the selected date range across all associations. Open Items do not depend on a date range. Click the value in the Total Open (All Time) column to view a list of open violations for that association.
Service Requests
This tool tracks the number of service requests received and completed and the percentage of service request completion across all associations. This includes all Action Types within the Work Order category. Open items do not depend on a date range. Click the value in the Total Open (All Time) column to view a list of open requests for that association.
ARC Requests
This tool tracks the number of ARC requests received and completed and the percentage of ARC request completion across all associations. Open items do not depend on a date range. Click the value in the Total Open (All Time) column to view a list of open requests for that association.
Association Financial Delivery
This tool shows the financial delivery status for multiple action types within the reporting category.
Important: You must add all of the action types that you use for financial delivery to ensure that the tool functions properly.
Configure this tool prior to use:
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Click Tool Settings.
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Select the Reporting Action Type in the Financial Delivery Settings screen. The available action types for the opening and closing steps displays.
- Select the Opening Step and the Closing Step that you wish to track, and then click Save Changes.
Homeowner and Board Login Activity
Use this tool to access comprehensive insights into homeowner and board member login activity. View unique logins and the frequency of homeowner logins, shown by association. Easily identify homeowners and properties without login information or email addresses and take action when needed.
Tool Details:
Tip: Use the hamburger menu in the column header (shows on hover) to add a column for Portfolio.
- Total Homeowners: Displays the number of homeowners (excluding board members. Each homeowner is counted once, even if they own multiple properties.
- Total Logins: Indicates the total number of logins within the selected date range, including multiple logins by the same homeowner.
- Unique Logins: Shows the total number of distinct homeowners or board members who have logged in, excluding multiple logins by the same user.
- Homeowners Without Logins: Shows the number of homeowners who do not have login credentials. Click View Data to open the Homeowners Without Logins screen and review specific data. The Property Login Exists column indicates Yes if any homeowner at that property has login credentials.
- Properties Without Logins: Shows the number of properties where no homeowners have login credentials. Click View Data to examine the property details. The Email Count column displays the total number of emails linked to that property.
In the table, Click the login percentage in the Homeowner Logins or Board Logins column for each association to explore login activity in detail. The # of Logins column shows how many times each homeowner logged in during the
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