> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revtain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Dashboard

> Access your recovery dashboard, read your numbers, share a board-ready report, and turn on recovery alerts.

Your dashboard is where you see the revenue Revtain has recovered, prove the return to your board, and get notified the moment a large payment comes back. Everything is read-only except your own settings — there is nothing to configure for the numbers to appear.

## Signing In

Your dashboard lives at **[api.revtain.com/client-dashboard](https://api.revtain.com/client-dashboard)**.

Access is tied to the **admin email on your account** — the one used when you were onboarded. First time:

1. Go to **[api.revtain.com/client-dashboard](https://api.revtain.com/client-dashboard)**.
2. Choose **Create account** and register with your admin email and a password. Any other email is rejected.
3. Click the verification link sent to your inbox, then sign in. You land on your Overview.

After that, it's a normal sign-in. Use **Forgot password** on the sign-in tab if you need a reset.

<Note>
  One login per account, and there is no open sign-up — your revenue data is locked to the email we onboarded. Need the login moved to a different address? Write to [support@revtain.com](mailto:support@revtain.com) and we'll update your account, then the new address can register.
</Note>

## What Each Page Shows

<CardGroup cols={2}>
  <Card title="Overview" icon="chart-line">
    Revenue recovered, recovery rate, recoveries, and customers saved — with the proof-of-lift measured against a held-back control group.
  </Card>

  <Card title="In Progress" icon="spinner">
    Payments currently being worked and the revenue still at risk.
  </Card>

  <Card title="Recovered Payments" icon="receipt">
    A searchable, exportable ledger of every recovered payment.
  </Card>

  <Card title="Customers" icon="users">
    Every customer a payment was recovered for, plus a "needs attention" view for those with revenue still at risk.
  </Card>

  <Card title="Impact" icon="trophy">
    The renewal-justifier: net recovered after fees, your return multiple, annualized run-rate, and milestones.
  </Card>

  <Card title="Reports" icon="file-export">
    CSV exports, an accounting journal, and board-ready share links.
  </Card>
</CardGroup>

## Sharing a Board-Ready Report

The **Reports** page can generate a read-only link to a clean, print-ready summary — recovered revenue, recovery rate, return multiple, and proof-of-lift — that you can send straight to your board or finance team.

1. Open **Reports**.
2. Under **Share with your board**, select **Create link**. The link is copied to your clipboard.
3. Send it to anyone. They see the summary with no login required.
4. To turn a "Download PDF" copy into a file, open the link and use **Download PDF**.

Each link **expires after 30 days** and can be **revoked at any time** from the same page. The shared page shows outcomes and totals only — never your customers' details.

## Turning On Recovery Alerts

Get notified the moment Revtain recovers a large payment, and receive a short weekly summary. Alerts go to your team — never to your customers. Configure everything under **Settings → Notifications**.

### Slack (recommended — free, instant)

Slack alerts are the fastest way to feel recovery happen in real time.

1. In Slack, create an **Incoming Webhook** for the channel you want alerts in:
   * Open **[api.slack.com/apps](https://api.slack.com/apps)** → **Create New App** → **From scratch**.
   * Choose your workspace, name the app (e.g. "Revtain").
   * Open **Incoming Webhooks** → toggle **On** → **Add New Webhook to Workspace** → pick a channel.
   * Copy the webhook URL (it starts with `https://hooks.slack.com/services/...`).
2. In your dashboard, go to **Settings → Notifications**, paste the URL into **Slack webhook URL**.
3. Select **Send test** to confirm a message lands in your channel.
4. Select **Save changes**.

### Email

1. Under **Settings → Notifications**, add one or more addresses to **Alert recipients**.
2. Select **Save changes**.

### Choosing What You Get Alerted About

<CardGroup cols={2}>
  <Card title="Large-recovery alerts" icon="bell">
    Set **Alert on recoveries above** to an amount (e.g. 500). Any single recovery above it pings your team. Leave blank to disable.
  </Card>

  <Card title="Weekly digest" icon="calendar">
    Toggle **Weekly digest** on for a one-line recovery summary every Monday.
  </Card>
</CardGroup>

## Connection Health

The **Connection** status in **Settings** — and the indicator in the sidebar — tells you at a glance whether your integration is connected and payment events are flowing.

* **Healthy** — connected, and events arrived recently.
* **Quiet** — connected, but nothing recent. Often just low volume.
* **Needs attention** — no events received yet. Check your integration.

## Branding Your Reports

Under **Settings → Branding**, set your **brand name**, **logo URL**, and **brand colour**. These appear on your board-ready report and your customer-facing card-update pages, so what you share carries your name.