The Dashboard provides a holistic overview of key metrics in your Billy Team, providing insights into overall progress. This page is useful for everyday users and executives!
Let's explore these sections from top to bottom.
Statuses of Vendor Prequalification, Projects, Contracts Compliance
At the top of the dashboard are cards that provide visibility into 3 metrics tracked in your account: Vendor Prequalification Status, Projects Status, and Contracts Compliance. These pie charts provide real-time insights into the count of each metric across your account, including data visualization to make this information easy to digest.
Vendors vs Contracts
A vendor is the instance of a distinct vendor in the Directory.
A contract is the instance of a given vendor across multiple projects.
For example, if a vendor is on 3 projects, this is regarded as 3 contracts.
Vendor Prequalification Status - This section will look different depending on whether or not you are using Billy's Prequalification feature.
Prequalification Users: A break-out of the qualified, pending, and unqualified vendors in the Directory. Currently, no action can be taken from this card. Reference the prequalification emails in your inbox to qualify or unqualify pending vendors.
Non-Prequalification Users: For anyone not tracking prequalification in Billy, this section provides a total vendor count in the Directory
Projects Status - The total number of projects in your account, breaking out the number of Active, Warranty, Frozen, and Draft project statuses.
Contracts Compliance - Contracts are the instance of a given vendor across multiple projects. This section shows the break-out of the number of instances of compliant vs non-compliant contracts across your account, giving you visibility into contract risk at a high level.
Account Metrics
This section provides visibility into various metrics across your account:
Vendors - The number of vendors (companies) in your account. This is helpful to keep track of this against what you are billed for in your contract with Billy. PRO TIP: Contracts are the occurrences of vendors across projects, ie 1 vendor on 3 projects = 3 contracts.
Documents Uploaded - This provides visibility into the volume of compliance documents Billy is centralizing for your team! This counts documents uploaded by all contracts across all projects.
Documents Reviewed -
Managed Plan Partners - This provides visibility into the number of documents Billy's Compliance team has reviewed for you!
Non-Managed Plan Partners - Track your team's progress on how many documents have been reviewed in Billy.
Policies Tracked - The number of policies across all projects.
Required Documents - Outside of tracking COIs, this section provides the number of "other documents" being tracked in your account across all Requirement Groups. For example, if you have 2 Requirement Groups with 2 Required Documents in each group, this section would read 4 Required Documents.
Expiration Tracking
When you need to know the requirements that are active, expiring soon, expired or waived, this section gives you an overview of this information. Click each one to take you to the Coverges Page and take a deeper look into the policies contained in each.
Totals Over Time + Monthly Totals
Documents reviewed and uploaded over the last 6 months are represented on the left chart. Hover over each point on the graph for more details.
The Monthly Totals graph on the right shows the number of requests sent, documents uploaded and documents reviewed over the last 6 months.
This quantifies the value Billy provides in centralizing and tracking documents!
Recent Projects
The 5 most recently created Active projects are listed here, making it quick for you to return to the last projects that were being worked on.
This list is not specific to users, but specific to the Billy Team.
If you have any questions about this, please use the in-app chat or email support@billyforinsurance.com to speak with our Partner Success team.
