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Understanding Your Dashboard

Navigate the dashboard widgets, stats, quick actions, and personalized intelligence feed

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Understanding Your Dashboard

Your dashboard is the command center for all organizational intelligence activity.

Dashboard Widgets

  • Credit Balance — Shows remaining credits and usage this month
  • Quick Actions — One-click access to Generate Report, Compare Companies, View Watchlist
  • Recent Reports — Last 5 reports you generated with scores and dates
  • Watchlist Alerts — Real-time signals from companies you are monitoring
  • DNA Status — Your Candidate DNA completion progress (if applicable)
  • Navigation

    The left sidebar gives you access to all platform sections:

  • Core: Dashboard, Companies, Reports, Compare
  • Intelligence: Watchlist, Market Intel, Signal Feed, AI Research
  • DNA: DNA Profile, Matches, Candidates
  • Account: Billing, Settings, Help
  • Developer: API Docs, API Keys, Webhooks (Admin roles only)
  • Personalization

    The dashboard personalizes based on your DNA profile and activity:

  • Recommended companies based on your intelligence preferences
  • Relevant market signals for your tracked sectors
  • Quick access to your most-used features
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