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, GIA/IGI/HRD, metals API
• 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