Navigating the dashboard
Navigating the Dashboard
The sidebar groups everything by job-to-be-done.
Top of the sidebar
- + New Valuation: the primary action, available from any page
- Dashboard: today's stats, recent valuations, quick links
Day-to-day
- Valuations: the full list, with filtering and bulk actions
- Customers: contact records linked to valuations
- Search: cross-cutting search by reference, customer, item title or lab report
Reference data
- Locations: your stores or workshops
- Metal Pricing: live precious-metal prices and a value calculator
- Insurance: insurance partners and submission tracking
Insight
- Reports: charts and exports
- Activity: full audit log of who did what
Configuration
- Integrations: Shopify, live metal pricing, and manual lab-report references; automatic GIA/IGI/HRD lookup appears when provider access is configured
- Settings: profile, company, branding, regional, notifications, security, billing, team
Top bar
- Press ⌘K (Ctrl+K on Windows) anywhere to open Quick Search
- Bell icon shows recent in-app notifications
- The "?" icon restarts the onboarding tour