# The panel: what each indicator means

> The nine numbers and two charts on the home screen — and the detail in the doughnut chart that misleads anyone reading quickly.

## What you will get

The ability to read the panel in ten seconds knowing what each number counts —
and what it does **not**.

![School panel with the setup list, the nine cards and the two charts](/Apps/edupay/ajuda/painel-kpis.png)
*Top to bottom: the setup list, four account cards, five operations cards and two charts. The screenshot is from the Portuguese panel; the layout is the same in English.*

## The list at the top

**Complete your account setup** tracks five first-day items: country and currency,
student portal, receiving connected, first price table and first student.

It disappears when all five are done. While anything is outstanding, it stays at
the top — deliberately.

## The four account cards

| Card | What it carries |
|---|---|
| **Total Members** | People on your team with access, and the plan limit |
| **Current Plan** | The plan you contracted |
| **Status** | Your subscription's standing |
| **Total received** | Everything that has come in, ever |

## The five operations cards

| Card | What it counts |
|---|---|
| **Students** | Students on file, and the plan limit |
| **Cohorts** | Cohorts created |
| **Offerings** | Products on file |
| **Enrolments** | All enrolments, with **Active: N** below |
| **Outstanding** | Everything still to come in |

**Two of these deserve attention.**

**Enrolments** shows the historical total; the number that matters day to day is
the **Active: N** just below it. A school with 24 enrolments and 23 active had a
cancellation — not 24 students studying.

**Outstanding** adds up **open instalments, overdue ones and remaining debt**. It
is money still to come, not just what is within its deadline. A school with heavy
arrears sees a high number here and mistakes it for a healthy book.

## Monthly trend: forecast vs received

Two lines per month: what **fell due** and what **came in**.

The gap between them is the most useful reading on the panel. Lines together, and
collections are working. Lines drifting apart month by month, and arrears are
growing.

## Distribution by status

The doughnut shows how much money sits in each status.

> **The colours carry no fixed meaning — read the legend.** The system paints the
> slices by size, not by sense: the largest gets blue, the second green, the third
> red, and so on. In the image above, **green is "Overdue" and red is "Paid"** —
> the opposite of what intuition says.
>
> This changes from school to school and month to month as the amounts move.
> Logged for correction. Until then: **the legend rules, the colour does not.**

## What the panel does not answer

- **Who** owes — that is the financial report.
- **How much came in this month** — "Total received" is cumulative, from the
  beginning.
- **Which instalments fall due next week** — also the report.

The panel is the thermometer. The report is the diagnosis.

## If something goes wrong

> [erro]
> **The members and students cards show no limit.** Your plan has no limit rule
> for that item.
>
> **The monthly chart is empty.** There are no instalments with a due date in the
> period. A new school sees this until its first enrolment.
>
> **The student number does not match the list.** The list has filters; the card
> counts everyone on file. Check you do not have the **Active** filter on.


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https://edupay.estudiosite.com/en/ajuda/grow/kpi-panel
2026-08-06