Management Dash Reports - Caseload Manager User Group

Hosted by Lead Customer Success Manager, Vicky Clayton, this session will walk through how to use the Management Dashboard in Caseload Manager to gain actionable insights, track performance, and support smarter decision-making across your team.

What we'll cover

• Management Dashboard Overview - What information is available and where to find it
• Overview Reports - Debt value, accounts, voids, and aged debt insights
• Intervention Reports (Status, Volumes & Activity) – Caseload tracking and activity monitoring
• Intervention Reports (Impact & Volumes) – Measuring effectiveness and understanding outcomes
• Performance Management – Using data to monitor and improve team performance
• Resource Management & Planning – Informing resourcing decisions and forecasting demand

There will also be a Q&A at the end so you can get your questions answered.

Whether you're new to Caseload Manager, need a refresher, or keen to maximise success - this session is the perfect opportunity to gain actionable insights to take back to your team.