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New dashboard design with a more detailed connection status breakdown

ยท One min read
Max Clayton Clowes
Product Director, Client Experience

The Portal homepage dashboard now shows how many data connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. in each connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. state you have.

This is to better highlight your those connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. that need your attention, like those that have de-authorized.

Read more about connection statuses.

The Portal dashboard used to combined multiple connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. statuses into single data points, making it hard to get a detailed picture of the health of your companies and their data connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform..

See it in action...