Interactive Demo

This is a sample dashboard showcasing how Tratta could surface portfolio insights. Segment and channel filters are UI-ready; in production, they'd query real data via API.

The period selector is fully functional with Livewire. Try switching between time periods to see the data update live.
Demo Dashboard

Collections & GTM Performance

Sample for Tratta Clients · Built with Laravel 12, Livewire 4, Tailwind CSS & Flux UI · Laravel Cloud

Portfolio health: Good View Report (PDF)

Why does this dashboard exist?

From the job description I got a sense of what this role involves: building dashboards, optimization reports, onboarding tools. I don't have your real data, but based on what I could find on Tratta.io, I put together this Livewire + Flux UI dashboard to show roughly what I think it could look like. The data is mocked, the implementation is real.

Recovery rate improved by 6.4 pts since last quarter, driven by higher portal engagement in <$250 accounts.

Failed recurring payments increased last week – consider proactively notifying 37 impacted consumers.

SMS campaigns deliver 1.7x higher payment conversion than email for balances under $500.

Total Collected

$482,910

+18% vs. last month

Transactions

12,847

Avg. payment: $37.60

Recovery Rate

24.3%

of eligible balance

Channels

Promise-to-Pay

71%

honored

29%

missed

Monthly Collections Trend by Channel

Accounts by Delinquency Bucket

Engagement & Channel Performance

Channel Sent Open/Response Click Rate Payment Conv.
Email 24,500 34.2% 8.1% 3.2%
SMS 18,200 92.1% 21.4% 5.4%
IVR Calls 6,800 67.3% — 4.1%
Portal — — — 8.7%

Campaign Performance

Campaign Targeted Response Payments Recovery
Feb Balance Reminder 4,200 18.3% $48,200 22.1%
Payment Plan Offer 2,800 24.7% $62,400 31.4%
Final Notice – 90+ DPD 890 12.1% $18,900 14.2%
SMS Quick Pay 6,100 28.5% $84,300 26.8%

Insight: SMS campaigns deliver 1.7x higher payment conversion than email for balances under $500.

Payment Funnel

Portal Visits 18,420
Payment Attempts 8,640
Authorized 7,862
Settled 7,490
Drop-off: 32% Auth rate: 91%

Checkout Types

Failed & Chargebacks

Failed payments 847 (6.6%)
Chargebacks 23
View reconciliation report →

Risk & Exceptions

23 missed PTP ($14,320) 12 failed recurring
Account Balance Days PD Last Contact Last Action Risk
ACC-78432 $12,400 94 12 days ago Final notice sent High
ACC-61205 $8,750 67 5 days ago PTP missed High
ACC-44891 $6,200 82 18 days ago No response High
ACC-92104 $4,100 45 3 days ago Payment failed Medium
ACC-15678 $3,890 38 7 days ago Dispute filed Medium
23 accounts missed PTP in last 7 days (est. $14,320 at risk) · 12 recurring payments failed in last 24 hours

Tratta Usage & Optimization

Using 63% of recommended feature set

63 / 100

Consumer Self-Service Portal

Active

82% of accounts eligible

Omnichannel Campaigns

Quick Win
Partial

Only 24% of portfolios enrolled

Enable campaigns on low-balance accounts to increase recovery rate by up to 10–15%.

Payment Plans

Quick Win
Underused

9% of total collected via plans, peers: 18%

Promote payment plans for balances over $500 to reduce skip rates by ~20%.

Multilingual IVR

Quick Win
Disabled

Potential uplift for non-English segments

Enable Spanish IVR to reach 14% of your portfolio currently underserved.

Dispute Management

Active

4 active disputes

Custom Reports

Quick Win
Disabled

0 scheduled reports

Schedule weekly recovery reports to keep stakeholders aligned and spot trends early.