The four metric cards at the top of the Overview dashboard give you a quick view of your entire client base split by status. This article explains how to use them together for financial monitoring.
Client status metric cards on the Overview dashboard
What You Can Do
- On the Overview dashboard, look at the four cards: Total Clients, Active, Past Due, Banking Attention.
- Total Clients = all clients in your portal, regardless of status.
- Active = clients with a live, paid subscription.
- Past Due = clients with a failed payment who need to update their billing details.
- Banking Attention = clients with disconnected or stale bank feeds.
- Click any card to filter the client list to that segment.
- Compare Active vs. Total to understand your firm's utilization rate.
💡 Good to Know: A high Past Due count can indicate billing friction — proactively reach out to those clients.
💡 Good to Know: Banking Attention clients may have inaccurate books until their feeds are reconnected.
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