SmartMCA Knowledge Base
  • What is SmartMCA?
  • Get Started
    • Log In
    • Dashboard
  • Guides
    • Deals
      • Create Schedules
      • Commissions/Syndication/Heldback
    • Applications
      • View Applications List
      • Manage Applications
        • Create New Application
          • Offer Details
        • Create Pre-Approved Application
      • Applications Pipeline View
      • Adding and Generating Documents
    • Transactions
      • Manually Adding Transactions
    • Merchants
    • Reports
    • Syndicators/Brokers
  • Advanced Settings Guides
    • Settings
      • Users
      • Bank
      • Audit Logs
      • Bank Account Balance
      • ACH Transaction Files
      • Deal Collection Logs
      • ACH Scheduler ID Mapping
      • Parties
      • FED Holidays
      • Doc. Template Data Fields
      • Document Templates
  • Integrations
    • signNow
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  1. Get Started

Dashboard

Once a user signs up, the app will redirect to the Dashboard Page.

PreviousLog InNextDeals

Last updated 9 months ago

The dashboard shows you an overview of your company financials such as deals, profit/loss, and more. You can adjust the information displayed by time and funders, and to toggle between showing only your deals or the whole company's.

Figure 1. The dashboard