Dashboard
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Assigned Customers
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Active Assignments
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Services
My Customers
All Customers
Staff Management
Services
Customer Assignments
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Failed Imports
View and manage failed import records
Failed Payment Imports
| ID | Red Rock ID | Payment ID | Amount | Date | Status | Error | Actions |
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Failed Invoice Imports
| ID | Red Rock ID | Invoice ID | Amount | Due Date | Status | Error | Actions |
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Failed Customer Imports
| Row Index | Red Rock ID | Customer Name | Phone | Error Message | Actions |
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Trello Board Analytics
Track staff card movements and board activities
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Total Card Movements
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Active Staff
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Total Boards
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Avg Movements/Day
Card Duration Analytics
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Avg Time in List
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Longest Duration
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Shortest Duration
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Cards Analyzed
Card Duration Details
Card Movements
Trello Analytics
Visualize card distribution across lists
Cards per List
Select a board to view card distribution
Card Movements Over Time
Track card movements between lists over time
Daily Incoming & Outgoing Overview
Visual representation of daily card flow patterns
Chart Description: This visualization shows the daily patterns of incoming and outgoing cards across different Trello lists, helping identify workflow bottlenecks and productivity trends.
Customer Transactions
View and manage all customer payment transactions
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Total Transactions
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Total Paid
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Pending Amount
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Failed Amount
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Total AR Balance
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Current AR (0-30 days)
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30+ Days Past Due
$0
90+ Days Past Due
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Folder Status Management
Manage customer folder status for document access
Tax Return Status Management
Manage customer tax return status
Customer Tax Return Status
Engagement Letter Management
Add engagement letter links for customers