Navigating the Co-op Dashboard

The co-op dashboard is your quick glance at all fund, prior approval and claim information.

The dashboard will default to display your dealership’s Base Fund information, showing available balance, allocated and utilized fund totals.  

Switching Dealerships

For users who have access to multiple dealerships, simply toggle between your dealerships by clicking the down arrow next to your dealership name in the top left corner.

Switching Funds

If your dealership has multiple funds, you will have the ability to toggle between funds by clicking the down arrow next to Base Fund and selecting one of your other funds. Once selected, your dashboard will populate that fund’s information.

Recent Activity

At the bottom of your dashboard, you will find your Recent Activity ledger. This is a quick glance of your 30 most recent prior approvals, claims or funding inserts, as well as the status of each item.

Your recent activity is color coded:

• Gray – Submitted
• Green – Approved/Partially Approved
• Red – Denied

To view more details about a prior approval or claim, simply click on your PA or claim number.