Skip to main content

​
Dashboard Introduction

“Dashboard” in these docs means the Upwell web application as a whole — the workspace you sign in to, where your AP and AR work lives. This page describes how that workspace is laid out.

​
Where you land

Signing in takes you to your home page, not to a summary screen. Each user has their own home page setting, and new users start on Receivables, so the first thing you see is a working list you can act on rather than a set of tiles to read. From there, everything is reached from the sidebar — see the Navigation guide for what each section contains.

​
Analytics

Reporting beyond the working lists is available as an embedded analytics view powered by Trevor. It is controlled by a feature flag, so it is not switched on for every organization — ask your Upwell contact or support@upwell.com if you want it enabled.

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 their day-to-day lists

​
Dashboard Layout Structure

​
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

​
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

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

​
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

​
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

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

​
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

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.