Summary Dashboard Guide
Get a bird's eye view of your entire project and see the progress towards wrap at a glance
Check out our brand-new Summary Dashboard to give you a clear, high-level view of your production finances—all in one place—to do the following:
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Monitor Your Budget & Spending – Easily track expenses and stay on top of your production budget.
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Manage Invoices at a Glance – See paid, unpaid, in-process, and unclaimed invoices effortlessly.
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Track P-Card Transactions – Monitor spend and ensure receipts are uploaded for every transaction.
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Keep Vendors & W9s in Check – Stay organized with vendor tracking and W9 request management.
Monitor Your Budget & Spending – Easily track expenses and stay on top of your production budget.
Manage Invoices at a Glance – See paid, unpaid, in-process, and unclaimed invoices effortlessly.
Track P-Card Transactions – Monitor spend and ensure receipts are uploaded for every transaction.
Keep Vendors & W9s in Check – Stay organized with vendor tracking and W9 request management.
How To Find Your Dashboard:
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Go to the dashboard page directly https://app.rollcredits.io/dashboard, or select it in the sidebar under Project Dashboard.
Go to the dashboard page directly https://app.rollcredits.io/dashboard, or select it in the sidebar under Project Dashboard.
That's it! Enjoy your overview!
What permissions do you need to view the dashboard?
Only Managers and above are able to see the dashboard. Super Admins are able to see everything for the entire project, and managers will see a slightly more limited selection.