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The dashboard is the first page you see after signing in. It brings together the most important data from across your partner account so you can monitor your business health and act quickly without navigating to multiple sections. Every metric on this page refreshes automatically when the page loads.

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What the dashboard shows

The dashboard is organised into three areas: a row of KPI cards at the top, followed by two side-by-side widgets that show your most recent customers and upcoming installations.

KPI cards

Seven at-a-glance metrics covering customers, installations, technicians, revenue, satisfaction, and available credit.

Recent customers

The five most recently added customers, with status badges and contact details.

Upcoming installations

The next five scheduled installations, sorted by date, with assigned technician names.

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KPI cards

The top section displays seven KPI cards arranged in a responsive grid. Each card shows a single metric with its current value. See Understanding your dashboard KPIs for a full explanation of what each metric measures and how it is calculated. The seven cards are:
CardWhat it shows
Total CustomersTotal number of customers in your account
Active InstallationsTotal installations recorded in the system
Completed InstallationsInstallations that customers have formally approved
Available HandymenAvailable technicians out of your total roster
Monthly RevenueYour revenue for the current month in EUR
Customer SatisfactionAverage customer rating out of 5
Available CreditYour earned partner credits balance in EUR
The Available Credit card includes a Use Credit action. You can apply your credit balance toward a Shopify order directly from this card. See Partner tiers: benefits, revenue thresholds, and credits for full details.

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Recent customers widget

The Recent Customers widget lists the five most recently added customers in your account. For each customer you can see:
  • Customer name
  • Email address or phone number
  • Account status (active or inactive)
  • The date the customer was added
Select View All to go directly to the full Customers section.

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Upcoming installations widget

The Today’s Installations widget shows the next five scheduled installations, ordered by the earliest scheduled date. For each entry you can see:
  • Customer name and address
  • Scheduled date
  • Assigned technician name
Select View All to open the full Installations section where you can manage scheduling and status updates. The dashboard is a starting point, not a destination. Use it to spot anything that needs attention, then follow the links below to act on it.

Customers

Add leads, view customer details, and manage account statuses.

Installations

Schedule, assign, and track the status of every installation job.

Handymen

Manage your technician roster and availability.

Partner tier

Understand your current tier, progress to the next tier, and use partner credits.