CaFE Dashboard Overview

Table of Contents

• CaFE Dashboard Overview
• Dashboard Layout and Components
• Key Dashboard Columns
  • Client and Cash Status Information
  • Transaction Monitoring
  • Action Items and Alerts
• Effective Dashboard Usage
  • Daily Monitoring Process
  • In-depth Analysis Techniques
• Dashboard Integration with CaFE Features
• Practical Application Scenarios
  • Scenario 1: Managing Cash Flow Risks
  • Scenario 2: Proactive Compliance Management
• Dashboard Benefits for Financial Advisory
• Conclusion

 

CaFE Dashboard Overview

The CaFE Dashboard is a central tool for financial advisers, offering real-time monitoring of multiple clients' financial health. It transforms client financial oversight, enabling proactive management and informed decision-making.

In CaFE, each client is an Entity, allowing efficient management of multiple financial portfolios. This structure facilitates comprehensive financial oversight and timely interventions.

 

Dashboard Layout and Components

The CaFE Dashboard is designed for efficiency and ease of use:

• Filter Bar: Cash Alert filters with client counts per category.
• Search: Advanced filtering and free-text search for quick information retrieval.
• Export: Download dashboard data in Excel format for offline analysis and reporting.
• Main Table: Client data rows with financial indicator columns.
• Pagination: Navigation through client lists.

Key Dashboard Columns

Client and Cash Status Information

These columns provide crucial financial health indicators:

• Client: Entity name/code, linking to detailed client screens.
• Cash Alert: Current alert level (Safe, Warning, Critical) with date, indicating clients needing attention.
• Opening Balance: Today's overall balance in home currency.
• Lowest in 3M: Minimum projected balance for next three months, linking to forecast details.

 

Transaction Monitoring

Columns for tracking critical transaction information:

• Overdue In/Out: Total overdue amounts for cash-in and cash-out transactions.
• Unreconciled In/Out: Number of unreconciled transactions in past three months.
• Clicking figures opens detailed transaction lists for investigation.

 

Action Items and Alerts

Prompts for timely actions and critical issues:

• Next To-Do: Upcoming task from Memo page, color-coded for urgency.
• VAT Due: Next VAT deadline based on client settings.
• Debt Alert: Warns of excessive debt, links to Financial Ratio screen.
• Sync Alert: Indicates data sync issues, links to Auto Sync settings.

 

Effective Dashboard Usage

Maximize the CaFE Dashboard's potential with these strategies:

Daily Monitoring Process

1. Review Critical and Warning Cash Alerts.
2. Check Overdue and Unreconciled transactions for priority clients.
3. Address urgent Next To-Do items.
4. Monitor upcoming VAT Due dates.

 

In-depth Analysis Techniques

1. Use Cash Alert filters and column sorting for client prioritization.
2. Analyze Lowest in 3M forecasts for cash flow planning.
3. Investigate Debt alerts to find the client with negative equity for business support
4. Check Sync alerts for data accuracy.

 

Dashboard Integration with CaFE Features

The Dashboard connects seamlessly with other CaFE modules:

• Client Summary: Access a more detailed overview of client's cash flow, balance, and other key financial information. From here, you can dive deeper into specific areas for further analysis.
• Cash Short Predictor: View detailed cash flow projections for strategic planning.
• Memo: Manage client-specific tasks and notes centrally.
• Financial Ratios: Analyze key financial health indicators for in-depth assessment.
• Auto Sync: Ensure data accuracy across all client accounts.

 

Practical Application Scenarios

Scenario 1: Managing Cash Flow Risks

An adviser notices a Critical Cash Alert for a client. They immediately:

1. Check the Lowest in 3M forecast to understand the extent of the cash flow issue.
2. Use the Cash Short Predictor for a comprehensive cash flow analysis if more in-depth projection is needed.
3. Review Overdue In/Out to identify any immediate cash flow blockages.
4. If necessary, click the Client name to access the Client Summary for a more detailed analysis of the client's financial situation.
5. Set a Next To-Do item to discuss findings with the client and propose solutions.

 

Scenario 2: Proactive Compliance Management

An adviser uses the Dashboard for tax compliance:

1. Sort by VAT Due date to identify upcoming deadlines.
2. For each relevant client, check the Opening Balance to ensure sufficient funds for tax payment.
3. Review Unreconciled transactions to ensure all financial data is up-to-date before filing.
4. Set Next To-Do reminders for clients needing additional preparation for VAT submissions.

 

Dashboard Benefits for Financial Advisory

The CaFE Dashboard enhances financial advisory services by:

• Providing real-time financial health snapshots of all clients.
• Enabling proactive issue identification and resolution.
• Streamlining compliance management and reducing risks.
• Facilitating data-driven advisory conversations with clients.
• Improving time management through prioritized alerts and actions.

 

Conclusion

The CaFE Dashboard is a powerful tool that elevates financial advisory services. By providing real-time insights, facilitating proactive management, and integrating critical financial functions, it empowers advisers to deliver exceptional value to their clients. Regular use of the Dashboard enhances an adviser's ability to manage client finances effectively, identify growth opportunities, and mitigate risks in today's dynamic financial landscape.