Dashboard Overview

The Home screen is the first thing you see when you open the app. It is built around three things: stats you care about, what to do next, and how to get help.

Greeting + date range

At the top: a greeting ("Good morning, [your name]") and a date range filter — default Last 30 days. The filter applies to all metric cards below.

Metric cards

Two cards summarise the period:

• Edits this period — total successful customer edits. Address changes, notes, and any future edit types all count here.
• Cancellations this period — total customer-initiated cancellations. Each one auto-refunds and restocks unless you have changed those defaults.

Quickstart card

A 3-step onboarding checklist:

1. Configure settings — done when you visit Settings and save once.
2. Enable the app — done when the master toggle is on.
3. Add the widget — done when our app block is detected on your Order Status Page.

When all three are green, the card shows 3 / 3 completed and stays collapsed. You can re-expand it any time.

Helpdesk card

A Chat with us button opens our live chat (Crisp) so you can talk to support without leaving the app.

What you will not see here

• Per-order details — those live on the Activity page.
• Settings — separate sidebar item, not on the dashboard.

The dashboard is intentionally short. If you find yourself wanting more here, tell us what is missing.