Dashboard - Overview

The Overview page gives you a clear snapshot of your plan or a participant’s plan, helping you stay on top of key information and take action when needed.

• Easily spot categories at risk of going over budget
  Once you’ve identified a category, use the red forecast line on the graph or check the Your budget breakdown section to see how much you can spend each week to stay on track.
  
  

• Understand spending trends by category or provider
  Use the solid black line and compare this with the dotted spending guideline on the interactive graph to spot trends and unusual spending. Click directly into invoices from the graph to investigate further.
  (Tip: Use the filter to view invoices by Claim Processed Date or Service Delivered Date.)
  
  

• Plan future support with confidence
  Glance at your total remaining budget for each category, or use the average weekly remaining amount to help plan your ongoing supports.
  
  

• Key information at a glance
  Use the table to quickly view your Total Budget, Total Spend, Total Remaining, Average Weekly Remaining, and overall Plan Progress for the entire plan or category.