Deep dive of the Tasks, Invoices, and Customers metrics in the Dashboard
Task Metrics
Organisation-wide task metrics for the current month.
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Pending |
Number of ‘Pending’ tasks |
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In Progress |
Number of ‘In progress’ tasks |
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On Hold |
Number of ‘On hold’ tasks |
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Unassigned |
Number of ‘Unassigned’ tasks |
Invoice Metrics
Organisation-wide invoice metrics for the current month.
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Review Required |
Number invoices requiring a review from a user in Navigator |
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Approval not sent |
Number of invoices without an approval sent. |
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Pending approval |
Number of invoices Pending approval from a customer or contact. |
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Rejected by customer |
Number of invoices rejected from a customer or contact via the Kismet app. |
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Ready for funding claim |
Number of invoices with invoices with an ‘Approved’ status |
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Funding claim submitted |
Number of invoices marked with “NDIS claim submitted” - triggered when the invoice is included in the “NDIS PRODA Upload” downloaded by a user. |
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Funding claim rejected |
Number of invoices that have a line item that have errors when ‘Result File’ has been uploaded to Navigator. |
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Funding claim approved |
Number of invoices that have a line item that have been approved by PRODA when ‘Result File’ has been uploaded to Navigator. |
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Paused |
Number of invoices paused/on-hold via Navigator. |
Customer Metrics
Organisation-wide customer metrics for the current month.
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Review Required |
Number invoices requiring a review from a user in Navigator |
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Approval not sent |
Number of invoices without an approval sent. |
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Pending approval |
Number of invoices Pending approval from a customer or contact. |
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Rejected by customer |
Number of invoices rejected from a customer or contact via the Kismet app. |
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Ready for funding claim |
Number of invoices with invoices with an ‘Approved’ status |
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Funding claim submitted |
Number of invoices marked with “NDIS claim submitted” - triggered when the invoice is included in the “NDIS PRODA Upload” downloaded by a user. |
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Funding claim rejected |
Number of invoices that have a line item that have errors when ‘Result File’ has been uploaded to Navigator. |
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Funding claim approved |
Number of invoices that have a line item that have been approved by PRODA when ‘Result File’ has been uploaded to Navigator. |
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Paused |
Number of invoices paused/on-hold via Navigator. |
