Last 12 Months Monthly Movement

Overview

"OA Unidentified Collections Details" tracks changes in unidentified collections each month over the past year. which are collections that have not yet been matched to a specific account or invoice. this helps to see how these unknown payments change over time. 

How is it calculated?

This metric is calculated using the following formula:

Monthly Movements = SUM(Unidentified collections)

Inclusions and exclusions: 

    - includes all OA property

Where to find this metric?

1. Go to the Global-View in Socienta (eg. https://dune.socienta.io/).
2. Click on the Dashboard icon (Socienta).
3. Navigate to the OA Collections (Socienta). 
4. Filter the data by date to view specific metrics for that date.

How to use filters in our dashboard?