Primary Audience: All Internal Users with Financing Dashboard permissions
The Financing - All Programs Dashboard provides a centralized view of customer financing balances across all active financing programs. Internal users can use this dashboard to review financing information, search for accounts, filter results, and export financing data across multiple financing providers from a single location.
To access the dashboard, navigate to:
Team Hub → Financing → All Programs
Access and Permissions
Access to the Financing All Programs Dashboard is controlled through a custom permission configured in Admin → Roles & Permissions.
If you need access to the dashboard, contact your manager or your Digital Lead.
Once enabled, the information displayed depends on the user's role:
- Admins and Super Admins can view all clients and financing accounts.
- Salespeople and Associate can view only the clients and accounts they have access to, following the same visibility rules used throughout the Clients page.
Filter Financing Accounts
Use the filters at the top of the page to narrow the financing accounts displayed on the dashboard.
Available filters include:
- Crop Year — Filter financing records by crop year.
- Financing Program — View accounts associated with the specific financing provider or program.
- Salesperson — Filter accounts assigned to the assigned salesperson.
- Location — Filter financing records by location.
Search Financing Records
Use the search bar to quickly locate financing accounts and loan information.
Financing Program Summary
At the top of the dashboard, a summary table displays financing program totals based on your selected filters.
The summary includes:
- Program — Financing provider or program name.
- Clients — Number of clients utilizing the financing program.
- Credit Limit — Total credit available across all matching accounts.
- Available Credit — Remaining available credit across all matching accounts.
Dashboard Columns
The Financing Balances Dashboard displays the following information for each financing account:
- Account — Customer account name.
- Account ID — ERP account identifier.
- Program — Financing program associated with the loan.
- Loan Number — Financing account or loan number.
- Credit Limit — Total approved credit amount.
- Available Credit — Remaining credit available to the customer.
- Last Updated — Date the financing information was last refreshed.
- Clients — Clients associated with the financing account.
- Interest Rate — Annual interest rate displayed as a percentage when available.
Note: Interest Rate values are currently available for AgQuest and Compeer financing programs.
For Secure by WinField, the loan purpose appears in parentheses after the loan number and can be searched directly from the dashboard.
Export Financing Data
Click Export to Excel to download the current dashboard view as an Excel (.xlsx) file.
Exports respect:
- Any active filters applied to the dashboard
- Your user-level permissions and visibility settings
You can only export records that are visible to you within the dashboard.
If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at help@agvend.com or at 512-812-9399.