CashMax LoansDB 3.0

Dashboard

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Here is what needs attention today.

Store Selector (Admin View)

All Stores

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Current Pickup Week06/26/2026 – 06/30/2026

Grace Period1 day

Collections Count Through07/01/2026

Admin Data Source Audit

My Day
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Client Care Snapshot
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Current Pickup Week Performance
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Selected Stores / Date Range
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WTD $ DueLoading...

Across selected stores

WTD Fallout $Loading...

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WTD Fallout #Loading...

Accounts currently in fallout

Pickup %Loading...

(WTD Due - Fallout) / WTD Due

Total eSignLoading...

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Total PTPLoading...

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My Day

Due TodayLoading... ›

Due TomorrowLoading... ›

Missed AppointmentsLoading... ›

Priority 1–10 DaysLoading... ›

eSign #Loading... ›

Broken PromisesLoading... ›

Client Care Snapshot

Priority ... CC1 ... CC2 ... CC3 ... CO ...

Total Client Care Accounts: Loading.... Badges are calculated from Days Late. Excluded is separate and Admin controlled.

Current Pickup Week Performance

Date Range: 06/26/2026 – 06/30/2026 • Grace Period: 1 day • Collections Count Through: 07/01/2026

Store	WTD $ Due	WTD Fallout #	WTD Fallout $	Pickup %	eSign #	eSign $	PTP #	PTP $	Potential Pickup %	Status
Loading live D1 pickup week performance...

Closing Pickup Week Grace Period — Finalizing

Prior week remains open for grace-period collections.

Store	WTD $ Due	WTD Fallout $	Pickup %	eSign #	eSign $	PTP #	PTP $	Potential Pickup %	Status
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First Week Fallout Collected

Previous completed week fallout collected after count-through date. Target: 25%.

Store	Previous Week Fallout $	Fallout Collected $	Collected %	Target	Status
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Recent Activity

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System Health

🟢 Database Connected 🟢 Last Import: Today 8:15 AM 🟢 Version 3.0.0 • Build 3.4.66M

Active Loans

Work loans, update statuses, appointments, and Client Care guidance.

Model	Loan ID	Customer	Phone	Due Date	Next Pay	Prin Bal	Days Late	Updated
Payday	12-13257-369441	Alexander, Martina	(318) 439-4193	06/30/26	06/30/26	$289.72	0	07/01/26
Payday	12-13060-363521	Johnson, Vickie F	(940) 500-1746	06/20/26	06/30/26	$400.00	10	07/01/26
Title	30-10901-555100	Garcia, Elena	(903) 555-1021	05/20/26	06/28/26	$1,200.00	42	07/01/26

KPI Dashboard

Current Pickup Week with configurable grace days.

WTD $ Due$42,417.31

WTD Fallout $$5,865.28

Pickup %86.17%

PTP #7

Pickup History

Completed pickup week snapshots, 4-week vs. 10-week Pickup % trend, and Title/Payday breakdown.

Store (Role-based access)

All Stores

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4 Week Average Pickup %0.00%

Last 4 completed weeks

10 Week Average Pickup %0.00%

Last 10 completed weeks

Trend0.00%

4 Week Avg - 10 Week Avg

Company Target92.00%

90.00% minimum acceptance

10 Week Pickup % Trend

Green target line is 92%. Minimum acceptance is 90%.

No completed week snapshots yet.

Last 10 Completed Pickup Weeks

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Pickup Week	Stores	WTD $ Due	WTD Fallout #	WTD Fallout $	Pickup %	eSign #	eSign $	Status
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First Week Fallout Collected

Stores must collect at least 25% of the previous completed week fallout dollars within the first week after the count-through date. Click a week to expand store results.

Pickup Week	Stores	Previous Week Fallout $	Fallout Collected $	Collected %	Target	Status
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Loan Type Breakdown

Click a completed week above to view Title Loan and Payday Loan results.

Pickup Week	Loan Type	WTD $ Due	WTD Fallout #	WTD Fallout $	Pickup %	eSign #	eSign $
No week selected.

Reports

Generate Excel reports for stores, districts, employees, and management.

Available Reports

Select filters on each report card, then generate the Excel file.

📊

Pickup Report

Creates a three-sheet Excel report: Pickup Report and All Data exclude excluded loans, with excluded loans listed separately.

StoreDistrictReport Start DateReport End Date

Uses only the store, district, and date range selected on this report card.

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Settlements

Exports open accounts that reached 11+ days past due during the selected settlement-date range.

StoreDistrictSettlement Date FromSettlement Date To

Minimum Days Late

Filters by the date the loan hit 11 days past due.

💰

Settlements Collected

Exports Paid loans that were 11+ days past due when marked Paid during the selected paid-date range.

StoreDistrictPaid Date FromPaid Date To

Minimum Days Late

Uses the Updated/Paid timestamp and includes only loans marked Paid.

👥

Employee Productivity

Shows accounts worked, status updates, appointments, hourly activity, and activity timeline by employee.

StoreDistrictFrom DateTo Date

Productivity Score = unique accounts worked. No extra points are assigned by status type.

Administration

Manage users, stores, Client Care, KPI settings, and branding.

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Users

Admin, DM, Store users

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Stores

Store and district setup

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Client Care

Editable badge rules

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KPI Settings

Grace days and formulas

🎨

Branding

Logo and company colors

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Import Center

Admin-only weekly uploads

Welcome Back!

Change Password Required

Good Morning

Admin Data Source Audit

My Day

Client Care Snapshot

Current Pickup Week Performance

Closing Pickup Week Grace Period — Finalizing

First Week Fallout Collected

Recent Activity

System Health

Active Loans

KPI Dashboard

Pickup History

10 Week Pickup % Trend

Last 10 Completed Pickup Weeks

First Week Fallout Collected

Loan Type Breakdown

Reports

Report Filters

Available Reports

Pickup Report

Settlements

Settlements Collected

Employee Productivity

Administration

Users

Stores

Client Care

KPI Settings

Branding

Import Center