Dashboards and Reports

Distribution Management facilitates user interaction with a series of in-built dashboards.

The dashboards can be accessed from the FintechOS Portal's Home page.

The following dashboard comes along with your Distribution Management package:

Third-Party Agreements

The Third-Party Agreements dashboard displays a list of the third-party agreements created in the system. The list can be filtered on every column. Access records from the lists by double-clicking them.

The Add Agreement button facilitates your access to the Creating Agreements for Third-Parties page, where you can create new agreements.

The dashboard also shows a visual of the agreements within the system, displaying a pie-chart that specifies the number of agreements in each status: Draft, Closed, Approved , and Canceled.