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Who this is for: Brand users, reps, and account (buyer) users. Your dashboard layout and available widgets depend on your role.
The Dashboard is the first screen after sign-in. It surfaces the metrics and tables most relevant to your role — sales performance for brand users and reps, or your own orders and invoices for buyers.

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Brand users and reps

When you first log in, the dashboard typically includes widgets such as: Additional widgets you can turn on include Rep Sales Matrix, At-Risk Accounts, Order Follow-Up Required, Top SKUs, Commissions MTD, Sales Territory Map, and more.

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Account (buyer) users

Buyer dashboards focus on your own account:

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Customizing your dashboard

Every user can personalize their own layout:
  1. Click Customize in the top-right corner of the dashboard.
  2. Toggle widgets on or off, drag to reorder, and resize tiles.
  3. Click Save layout to keep your changes.
Your layout is personal — changes you make do not affect other team members. See Dashboard customization for the full widget list and tips.

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Refreshing data

Dashboard data refreshes automatically as you use the app. Most metrics use a few minutes of caching, so very recent changes may take a moment to appear.
  • Reports — drill into detailed sales, inventory, and account data
  • Use Accounts in the sidebar to view customer detail and ordering history
  • Gus (AI assistant) — ask questions about your data in plain language