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Navigating Your Dashboard

Step-by-step guide to help you master AgentBoard.

Navigating Your Dashboard

Dashboard Overview

Your dashboard is the central hub of AgentBoard, providing quick access to all features and a snapshot of your current activities:

  • Header: Contains your profile menu, notifications, and quick actions
  • Sidebar: Navigation menu for accessing different sections of the platform
  • Main Content Area: Displays your key metrics and recent activities

On mobile devices, the sidebar is collapsed into a menu accessible via the menu icon in the header.

Key Dashboard Sections

Your dashboard is divided into several key sections:

  1. Player Stats Card

    Shows the total number of players in your database, categorized by status (Available, Under Contract, etc.)

  2. Pipeline Progress

    Visual representation of your deal pipeline with counts of players in each stage

  3. Recent Activity

    Timeline of recent actions and changes to your players and deals

  4. Upcoming Tasks

    List of your most urgent tasks sorted by deadline

  5. Quick Links

    Shortcuts to frequently used features and recently viewed players

Customizing Your Dashboard

You can personalize your dashboard to focus on the information most important to you:

  1. Click the settings icon (⚙️) in the top-right corner of any dashboard card
  2. Select "Edit" to modify the card's contents or "Remove" to hide it
  3. Use the "Add Widget" button at the bottom of the dashboard to add new cards
  4. Drag and drop cards to rearrange their positions on the dashboard