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Documentation Index

Fetch the complete documentation index at: https://docs.upwell.com/llms.txt

Use this file to discover all available pages before exploring further.

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Dashboard Introduction

The Upwell dashboard serves as the central command center for your logistics finance operations. It provides real-time insights, key metrics, and quick access to essential platform functions.
Upwell Dashboard Main Screen

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Dashboard Variants

Upwell offers two dashboard experiences, controlled by feature flags:

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ThoughtSpot Dashboard

ThoughtSpot Dashboard

Purpose: Advanced analytics and business intelligenceKey Features:
  • Interactive data visualizations
  • Advanced reporting capabilities
  • Custom dashboard creation
  • Self-service analytics
  • Real-time data exploration Best for: Organizations requiring advanced analytics and custom reporting

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Trevor Dashboard

Trevor Dashboard

Purpose: Streamlined operational dashboardKey Features:
  • Essential metrics and KPIs
  • Quick operational insights
  • Simplified interface
  • Fast loading performance
  • Core business functions Best for: Organizations focused on operational efficiency and core metrics

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Dashboard Layout Structure

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Header Navigation

The top header provides consistent navigation across the platform:
  • Current user name and role
  • Organization context
  • Quick access to user settings
  • Session management
Collapsible sidebar providing access to all platform sections:
  • Responsive Design: Automatically adapts to screen size
  • Collapse/Expand: Toggle for more workspace
  • Role-Based: Menu items based on user permissions
  • Feature Flags: Sections controlled by organizational settings

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Main Content Area

Central dashboard space displaying:
  • Key Metrics: Important business indicators
  • Recent Activity: Latest transactions and updates
  • Quick Actions: Common tasks and workflows
  • System Status: Platform health and notifications

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Dashboard Features

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Real-Time Updates

Automatic Refresh: Dashboard data updates automaticallyReal-Time Metrics:
- Transaction processing status
- System health indicators
- Recent activity feeds
- Alert notifications
Manual Refresh: Force refresh option for immediate updates
System Alerts: Important system messages and updatesProcess Notifications:
- Invoice processing completion
- Payment status updates
- Error notifications
- Integration status changes
User Actions: Notifications requiring user attention

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Responsive Design

Responsive Layout: Adapts to all screen sizesMobile Features:
- Touch-friendly navigation
- Optimized data display
- Simplified interactions
- Fast loading performance
Tablet Support: Enhanced tablet experience with larger touch targets
Full Feature Access: Complete platform functionalityDesktop Optimizations:
- Multi-column layouts
- Advanced data visualization
- Keyboard shortcuts
- Extended workspace

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System Administration Features

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SYSADMIN Bar

For users with SYSADMIN role, an additional administration bar provides:
  • System Monitoring: Platform-wide health indicators
  • Administrative Tools: Cross-tenant management capabilities
  • AI System Management: Processing and AI oversight
  • Diagnostic Access: System evaluation and monitoring tools

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Feature Flag Management

Dashboard behavior is controlled through feature flags:
  • Dashboard Type: ThoughtSpot vs Trevor dashboard selection
  • Navigation Sections: Control sidebar menu visibility
  • Feature Access: Enable/disable specific functionality
  • Role Integration: Combine with user roles for precise access control

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Getting Started

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First-Time Users

1

Initial Login

Use credentials provided by your administrator
2

Dashboard Orientation

Familiarize yourself with the main dashboard layout
3

Navigation Exploration

Explore sidebar menu options based on your role
4

Key Features

Identify frequently used features for your workflow

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Customization Options

Available Settings:
- Dashboard refresh intervals
- Notification preferences
- Display options
- Language and locale settings
Access: User menu → Settings
Sidebar Control: Collapse/expand for more workspaceNavigation: Customize frequently accessed sectionsMobile: Optimized layouts for mobile devices

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Performance and Reliability

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Loading Performance

  • Fast Initial Load: Optimized dashboard startup
  • Progressive Loading: Content loads as needed
  • Caching: Intelligent data caching for performance
  • Background Updates: Non-blocking data refresh

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System Reliability

  • High Availability: Designed for 24/7 operation
  • Error Handling: Graceful error management
  • Offline Support: Limited offline capabilities
  • Recovery: Automatic session recovery

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Support and Help

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Dashboard Support

  • User Guides: Built-in help and documentation
  • Tooltips: Contextual help throughout interface
  • Training Resources: Video tutorials and guides
  • Technical Support: Contact Support

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Common Tasks

Dashboard type is controlled by your organization’s feature flag settings. Contact your administrator if you need access to a different dashboard variant.
Menu visibility is controlled by your user role and organizational feature flags. Contact your administrator if you believe you should have access to specific features.
Use the user menu to access settings and preferences. Some customizations may require administrator permissions.