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Self-Service Application Guide for Oracle Billing Insight > Viewing Billing and Business Account Overviews >
Use Case: Viewing the Dashboard Overview (Business Edition, Billing Hierarchy)
This use case lets business users view summary information for a the user's role permissions and assignment in a billing hierarchy, including payments made and current balance information, an account billing trend graph, and total cost by account and budget spending charts. Main Path for Viewing the Dashboard Overview (Business Edition, Billing Hierarchy)
The main path occurs when a user logs in, and the Self-Service application displays the Dashboard Overview page. Alternate Paths for Viewing the Dashboard Overview (Business Edition, Billing Hierarchy)
The following alternate paths can occur in this use case:
- A user clicks Dashboard.
- A user selects the Account Overview quick link.
- A user selects the billing hierarchy type on the Manage Hierarchy page, then clicks Dashboard or the Account Overview quick link.
Dashboard Overview Page Elements (Business Edition, Billing Hierarchy)
Table 18 describes the elements of this page.
Table 18. Dashboard Overview Page Elements (Business Edition, Billing Hierarchy)
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Title Text |
Dashboard Overview |
Account Billing Overview Module |
This module displays the following elements:
- Module title text and link: Account Billing Overview
Link target: Displays the Billing Summary page. For details, see Billing Summary Page Elements.
- Text and data:
- Previous Balance on Statement Amount
- Payments and Adjustments Amount
- Balance Forward Amount
- Current Monthly Charges Amount
- Taxes and Fees Amount
- Statement Amount Due Amount
- Payment Due Date Date
- Number Days until Payment Due Date. If the payment due date has past, then the background appears red. Otherwise, the background appears green.
- Text and link: Pay Now
Link target: Displays the Make a One-Time Payment page. For details, see Make a One-Time Payment Page Elements.
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Account Billing Trend Module |
This module displays the following elements:
- Module title text and link: Account Billing Trend
Link target: Displays the Account Billing Trend page. For details, see Account Billing Trend Page Elements.
- Graphical bar chart: Shows dollars billed for the three most recent monthly billing periods. A red bar indicates that the value is greater than the standard deviation.
- Text and data, based on the standard deviation: Date charges were Amount higher or lower than average. If charges higher than average are noted, then the background is red. Otherwise, the background is green.
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Total Cost by Account Module |
This module displays the following elements:
- Module title text and link: Total Cost by Account
Link target: Displays the Account Billing Overview page. For details, see Account Billing Overview Page Elements.
- Graphical pie chart with color key: Shows percentage billed for each account.
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Budget Spending Overview Module |
This module displays the following elements:
- Module title text and link: Budget Spending Overview
Link target: Displays the Service Budget Report page. For details, see Service Budget Report Page Elements.
- Graphical bar chart with color key: Shows dollars spent for each service number and indicates whether the amount is within budget.
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