> ## 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.

# Dashboard Overview

> Understand the Upwell dashboard interface and its key components

## 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.

<Frame>
  <img src="https://mintcdn.com/upwell/Ko3pYUn4zAtRg9ts/images/dashboard-screen.png?fit=max&auto=format&n=Ko3pYUn4zAtRg9ts&q=85&s=59e6727d9a5b116d74d17a06079c3c43" alt="Upwell Dashboard Main Screen" width="3456" height="1780" data-path="images/dashboard-screen.png" />
</Frame>

## 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

<Card title="Operational Dashboard" icon="gauge">
  **Purpose**: Day-to-day AP/AR operations and at-a-glance status

  **Key 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
</Card>

### Trevor analytics dashboard

<Card title="Trevor Analytics" icon="chart-bar">
  **Purpose**: Deeper, embedded business intelligence and reporting

  **Key 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
</Card>

## Dashboard Layout Structure

### Header Navigation

The top header provides consistent navigation across the platform:

<AccordionGroup>
  <Accordion icon="bars" title="Main Navigation">
    * **Logo/Home**: Return to dashboard
    * **User Menu**: Account settings and logout
    * **Notifications**: System alerts and updates
    * **Search**: Global search functionality
  </Accordion>

  <Accordion icon="user" title="User Information">
    * Current user name and role
    * Organization context
    * Quick access to user settings
    * Session management
  </Accordion>
</AccordionGroup>

### 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

<AccordionGroup>
  <Accordion icon="refresh" title="Live Data">
    **Automatic Refresh**: Dashboard data updates automatically

    **Real-Time Metrics**:

    ```text theme={null}
    - Transaction processing status
    - System health indicators
    - Recent activity feeds
    - Alert notifications
    ```

    **Manual Refresh**: Force refresh option for immediate updates
  </Accordion>

  <Accordion icon="bell" title="Notifications">
    **System Alerts**: Important system messages and updates

    **Process Notifications**:

    ```text theme={null}
    - Invoice processing completion
    - Payment status updates
    - Error notifications
    - Integration status changes
    ```

    **User Actions**: Notifications requiring user attention
  </Accordion>
</AccordionGroup>

### Responsive Design

<AccordionGroup>
  <Accordion icon="mobile" title="Mobile Optimization">
    **Responsive Layout**: Adapts to all screen sizes

    **Mobile Features**:

    ```text theme={null}
    - Touch-friendly navigation
    - Optimized data display
    - Simplified interactions
    - Fast loading performance
    ```

    **Tablet Support**: Enhanced tablet experience with larger touch targets
  </Accordion>

  <Accordion icon="desktop" title="Desktop Experience">
    **Full Feature Access**: Complete platform functionality

    **Desktop Optimizations**:

    ```text theme={null}
    - Multi-column layouts
    - Advanced data visualization
    - Keyboard shortcuts
    - Extended workspace
    ```
  </Accordion>
</AccordionGroup>

## 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

<Steps>
  <Step title="Initial Login">
    Use credentials provided by your administrator
  </Step>

  <Step title="Dashboard Orientation">
    Familiarize yourself with the main dashboard layout
  </Step>

  <Step title="Navigation Exploration">
    Explore sidebar menu options based on your role
  </Step>

  <Step title="Key Features">
    Identify frequently used features for your workflow
  </Step>
</Steps>

### Customization Options

<AccordionGroup>
  <Accordion icon="cog" title="User Preferences">
    **Available Settings**:

    ```text theme={null}
    - Dashboard refresh intervals
    - Notification preferences
    - Display options
    - Language and locale settings
    ```

    **Access**: User menu → Settings
  </Accordion>

  <Accordion icon="layout" title="Layout Options">
    **Sidebar Control**: Collapse/expand for more workspace

    **Navigation**: Customize frequently accessed sections

    **Mobile**: Optimized layouts for mobile devices
  </Accordion>
</AccordionGroup>

## 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](mailto:support@upwell.com)

### Common Tasks

<AccordionGroup>
  <Accordion icon="question" title="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.
  </Accordion>

  <Accordion icon="question" title="Why are some menu items missing?">
    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.
  </Accordion>

  <Accordion icon="question" title="How do I customize my dashboard view?">
    Use the user menu to access settings and preferences.
    Some customizations may require administrator permissions.
  </Accordion>
</AccordionGroup>