---
title: "Manager Dashboard | Live View of Every Fund Operation | Next Matter"
url: https://nextmatter.com/manager-dashboard
description: "Give COOs and team leads real-time visibility into onboarding, capital calls, NAV and reporting | with SLAs, exceptions and audit trail in one pane."
lang: en
---

dashboard Manager Dashboard

# Stay on top of service. Never drop the ball.

Get full visibility over your service operations. Track and report on performance, spot bottlenecks, adapt, and improve.

Image: Check (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2d9ea8_CheckCircle_Green.svg)

100% On Time

14.3h Saved/Wk

Image: Dashboard Hero (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da2ce_Header%20Photo%20(1).webp)

## Run service in orchestrations, not circles

### Make complex tasks easier for everyone

Use dynamic forms to simplify complex tasks. Add required inputs, clear work instructions, automations, and more.

Image: Dynamic Forms (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da57b_section%201%20manager.webp)

### Standardize orchestrations for service processes

Design no-code orchestrations to replace manual processes. Tackle complexity with conditional logic, branching, and custom triggers.

Image: Standardized Orchestrations (https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da583_section%201%20manager%202.webp)

## Help service teams deliver results without burning people

Approve Refund?

Operations Lead

Decision Routing

#### Review, approve, and unblock

Carry out reviews, approvals, and provide input in a single, unified view.

SLA Performance 4h remaining

alarm Auto-escalation triggered

#### Clarify deadlines

Monitor team activity and automate escalations to stick to strict banking SLAs.

82%

Team A Load

98%

Overloaded

Re-delegating 12 tasks...

#### Manage team workloads

Keep an eye on capacity and re-delegate to avoid overloading your specialists.

## Structured data

```json
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "Organization",
      "@id": "https://nextmatter.com/#organization",
      "name": "Next Matter",
      "legalName": "Daizy NM Limited",
      "url": "https://nextmatter.com",
      "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg",
      "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.",
      "sameAs": [
        "https://www.linkedin.com/company/nextmatter",
        "https://www.daizy.com"
      ]
    },
    {
      "@type": "WebSite",
      "@id": "https://nextmatter.com/#website",
      "url": "https://nextmatter.com",
      "name": "Next Matter",
      "publisher": {
        "@id": "https://nextmatter.com/#organization"
      },
      "inLanguage": "en"
    }
  ]
}
```