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.
Dashboards
Upwell provides a built-in operational dashboard, with an optional embedded analytics dashboard powered by Trevor. Availability of the embedded analytics view is controlled by a feature flag.Operational dashboard
Operational Dashboard
Purpose: Day-to-day AP/AR operations and at-a-glance statusKey features:
- Customizable widget views (Actions, Analytics, Variance, and Collections)
- Key performance indicators and operational metrics
- Quick access to recent activity and items needing attention
- Fast, responsive interface Best for: Everyday operational use by your AP/AR team
Trevor analytics dashboard
Trevor Analytics
Purpose: Deeper, embedded business intelligence and reportingKey features:
- Interactive data visualizations and reporting
- Broader analytics across your Upwell data
- Embedded directly in the app — no separate login Best for: Organizations that want richer analytics alongside the operational dashboard
Dashboard Layout Structure
Header Navigation
The top header provides consistent navigation across the platform:User Information
User Information
- Current user name and role
- Organization context
- Quick access to user settings
- Session management
Sidebar Navigation
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
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
Dashboard Features
Real-Time Updates
Live Data
Live Data
Automatic Refresh: Dashboard data updates automaticallyReal-Time Metrics:Manual Refresh: Force refresh option for immediate updates
Notifications
Notifications
System Alerts: Important system messages and updatesProcess Notifications:User Actions: Notifications requiring user attention
Responsive Design
Mobile Optimization
Mobile Optimization
Responsive Layout: Adapts to all screen sizesMobile Features:Tablet Support: Enhanced tablet experience with larger touch targets
Desktop Experience
Desktop Experience
Full Feature Access: Complete platform functionalityDesktop Optimizations:
System Administration Features
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
Feature Flag Management
Dashboard behavior is controlled through feature flags:- Embedded Analytics: Enable or disable the embedded Trevor analytics dashboard
- Navigation Sections: Control sidebar menu visibility
- Feature Access: Enable/disable specific functionality
- Role Integration: Combine with user roles for precise access control
Getting Started
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
Customization Options
User Preferences
User Preferences
Available Settings:Access: User menu → Settings
Layout Options
Layout Options
Sidebar Control: Collapse/expand for more workspaceNavigation: Customize frequently accessed sectionsMobile: Optimized layouts for mobile devices
Performance and Reliability
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
System Reliability
- High Availability: Designed for 24/7 operation
- Error Handling: Graceful error management
- Offline Support: Limited offline capabilities
- Recovery: Automatic session recovery
Support and Help
Dashboard Support
- User Guides: Built-in help and documentation
- Tooltips: Contextual help throughout interface
- Training Resources: Video tutorials and guides
- Technical Support: Contact Support
Common Tasks
How do I access different dashboard types?
How do I access different dashboard types?
Dashboard type is controlled by your organization’s feature flag settings.
Contact your administrator if you need access to a different dashboard variant.
How do I customize my dashboard view?
How do I customize my dashboard view?
Use the user menu to access settings and preferences.
Some customizations may require administrator permissions.