Top Cards
The top cards give you the quick numbers before you open any table.Collect This Month shows expected subscription renewals for the current month.
Owes Plato This Month estimates the Plato share from this month’s expected collections.
Yearly Collections shows scheduled collections across the year.
Yearly Plato Due estimates the yearly Plato share and what the partner keeps.
Partner Workspaces counts the workspaces managed under this partner.
Upcoming Renewals shows renewals due in the next 60 days.
Overdue Renewals shows workspaces that need follow-up.
Workspace Sales Volume shows payment volume connected to partner workspaces for the year.
Billing Flow
The yearly billing chart shows the planned flow month by month:- What the partner collects.
- What the partner keeps.
- What is owed to Plato.
View Workspaces when a number looks wrong and you want to inspect the workspace list.
Renewal Pipeline
The renewal pipeline separates work into simple buckets:- Due this month.
- Due in the next 60 days.
- Overdue.
- Billing setup gaps.
Workspaces from this card when you need to check dates, amounts, or subscription status.
Monthly Billing Plan
The monthly plan chart is useful when you are reviewing the year ahead. If the chart is empty, the partner workspaces do not have billing amounts or renewal dates yet. Open the workspace and update the subscription details.Workspace Mix
Workspace Mix shows how partner workspaces are split by plan and subscription status. If the mix is empty, there may be no partner workspaces yet, or the workspaces still need subscription setup.Upcoming And Overdue Areas
Upcoming Workspace Renewals helps you prepare before a customer renewal is due.
Needs Attention shows workspaces that are missing important billing details, such as no subscription, no amount, or no renewal date.