Dashboard Home

The dashboard home screen gives you a real-time overview of your warranty program: key metrics, trend charts, and pending claims that need attention.

Dashboard → Home

Page Sections

Quick Start Guide — Onboarding progress (visible until setup is complete). See Quick Start Guide.
Dashboard Stats — KPI cards, time period selector, and trend charts
Pending Claims Table — Claims awaiting your review

Time Period Selector

Use the tabs at the top of the stats section to filter all metrics and charts:

Last 24 Hours
Last 7 Days (default)
Last 30 Days

Note There is no auto-refresh. To see the latest data, change the period or refresh the page.

Stat Cards

Six metric cards are displayed in two rows.

Activity metrics:

Metric	What it shows
Warranties Sold	Number of warranty policies sold in the selected period
Claims Approved	Number of claims approved in the selected period
Claims Denied	Number of claims denied in the selected period

Financial metrics:

Metric	What it shows
Warranties Revenue	Total revenue from warranty sales
Claims Cost	Total cost of approved claims
Net Profit	Revenue minus claims cost

Each card includes a change indicator comparing to the previous equivalent period. Green with an upward arrow means an increase; red with a downward arrow means a decrease.

Charts

Two line charts appear below the stat cards.

Revenue Over Time (left) — Plots warranty revenue per day (or per hour in the 24-hour view). Hover over data points to see exact values.
Warranties & Claims Over Time (right) — Overlays warranties sold and claims filed on the same chart, so you can compare volume at a glance.

Pending Claims Table

This table shows all claims with a “Pending” status. To review a claim:

Click the claim row to view full details
Review the submitted evidence and description
Approve or deny the claim
The claim moves out of the pending table

Important Review pending claims promptly. Customers receive notifications about their claim status.

To see all claims (not just pending), go to the full Claims page.

Dashboard → Claims

Sample Data

New organizations see sample data on the dashboard until the first warranty is sold. A blue banner indicates when you are viewing sample data. It is permanently replaced once real data is recorded.

Introduction — Platform overview
Quick Start Guide — Complete onboarding walkthrough
Account Setup — Organization and team configuration
Billing Plans — Subscription tiers and usage limits