The dashboard is often the first place clients go when they log into the Fero platform. It should provide a clear view of what's happening across your account, helping you quickly understand your position and identify anything that requires attention.
That's why we've launched the new Fero dashboard.
Designed to bring more account information into a single view, the new dashboard makes it easier to monitor activity, track key metrics and stay on top of important actions without navigating through multiple areas of the platform.
A live view of your stock
Understanding your current stock position is fundamental to managing your account.
The new dashboard includes a stock balances view that updates every five minutes, giving you a near real-time picture of inventory across your account and making it easier to monitor stock levels throughout the day.
Compare sales and repurchases
The dashboard now includes a sales overview that compares customer sales against repurchases.
Bringing these figures together makes it easier to review trading activity and understand how products are moving through your account over time.
Stay ahead of expiring deals
Keeping track of upcoming activity is just as important as reviewing current performance.
A new expiring deals tracker will also highlight any funding deals approaching expiry and provides visibility of any associated upcoming fees, helping you stay ahead of key dates and to plan accordingly.
Track settlements and credits
The dashboard now includes a weekly settlement and credit tracker, providing a clearer view of account activity as it happens.
Having this information available in one place makes it easier to review recent movements and monitor account performance throughout the week.
See what needs attention
The new dashboard includes a dedicated to-do sidebar for live deal actions, helping clients quickly identify tasks that require attention.
By bringing important actions into a single view, it's easier to stay on top of ongoing activity and keep deals moving efficiently.
Built to serve you better
The new Fero dashboard brings together the information clients use most into a single, streamlined view.
From stock balances and sales activity to settlements, expiring deals and live actions, it provides a clearer view of account activity and helps clients stay on top of what matters most.
We'll continue improving the Fero platform with practical enhancements that make it easier for clients to manage their accounts and access the information they need every day.
Have an idea? If there is something you are hoping to see in the near future we would love to hear from. Please contact your customer success manager directly. We are always looking for ideas on how we can continuously improve how the platform serves you, the businesses you run, your teams and you customers.
