Live API Report
The dashboard now loads directly from cached SamCart and Whop API data after password unlock.
API Status
The legacy sheet import flow is disabled in the live UI.
Waiting for password unlock…
AR Operations Dashboard
Track current-month pace, historical performance, and exceptions requiring review.
-- AR-to-Date
AR% by Calendar Month
Use “Show more columns” for client/payment volume diagnostics.
| Month | Collected | Contracted | AR% | Progress | New Clients | Payments Due | Payments Collected |
|---|---|---|---|---|---|---|---|
| No monthly data available | |||||||
Exceptions & Edge Cases
Prioritize manual review items first. Counts include excluded subscriptions plus detected anomalies.
Manual Review Queue: Top Anomalies
| Total Value | Collected | Note | |
|---|---|---|---|
| No anomalies flagged | |||
Balancing Exceptions (No Deposit Link)
| Name | Total Value | Row | |
|---|---|---|---|
| No balancing exceptions | |||
Monthly Contracted vs Collected Revenue
Payment Plan Distribution
AR% Heatmap Secondary
AI Recommendations Secondary
Upload CSV data to see recommendations
Client Journey Tracking
| Client | Plan Type | Progress | AR% | Payment Status | Subscription Status | Validation | Actions |
|---|---|---|---|---|---|---|---|
| No client data available | |||||||
Copilot / MRR Analytics
Monthly Recurring Revenue from continuation subscriptions. (Note: £480/mo 'Copilot' is optional/potential MRR until paid).
Export Data
Comparison Workspace
API vs Sheets
Compare the uploaded SamCart CSV exports against a synced 2026 API snapshot stored in D1.
Upload Airtable Months-AR Export
Upload your Airtable "Months-AR.csv" export to compare with Calculator results
Settings
OpenAI Configuration
AI Analysis Settings
Usage & Costs
AI analysis uses your OpenAI API credits. Costs vary by model and data size. Monitor your usage on the OpenAI dashboard.