Dashboards

Description of MCA Suite dashboards

How does the Direct Funding Dashboard work?
The Direct Funding dashboard shows the total amounts of the deals you are actively funding ("Current") in gray, and ALL deals - including paid ...
Fri, 21 Dec, 2018 at 1:39 PM
Direct Funding V2 Dashboard
The Direct Funding Dashboard contains all "tracked" (funded) deals that have a current outstanding balance. Syndicated deals (deals with investors...
Fri, 21 Dec, 2018 at 11:12 AM
Investor Funding Dashboard
The Investor Funding Dashboard displays syndicated deals your company (hosting the MCA Suite instance) has participated in with other Funders.  From...
Thu, 29 Jun, 2017 at 3:23 PM
Renewal Opportunity Dashboard
The Renewal Opportunity Dashboard allows Funders and Brokers to view a list of Merchants who may be qualified for a "renewal" or "refinance&q...
Wed, 28 Dec, 2016 at 2:21 PM
Deal Performance Dashboard
The Deal Performance Dashboard displays a listing of merchant cash advance deals based on the deal's Repayment Rate. The Repayment Rate is the percenta...
Thu, 29 Jun, 2017 at 3:23 PM
My Total Funding Dashboard
The "My Total Funding" dashboard combines the "Direct Funding" (All) and "Investor Funding" dashboards to allow clients who ar...
Thu, 29 Jun, 2017 at 3:23 PM
Can I see deal notes for all my deals in one area, instead of going to each deal individually?
Yes! The Deal Notes Activity Feed is a dashboard widget that aggregates all deal notes, both latest and historical, across all the deals in your pipeline.  ...
Fri, 16 Feb, 2018 at 9:29 AM
Why does my dashboard shake?
There is a known issue with our Javascript library that renders the dashboard.  Unfortunately there is no fix at the moment but this only happens when the b...
Wed, 7 Nov, 2018 at 2:36 PM