Dashboard Overview
The Dashboard is your central command center in Umbrella. It provides real-time insights into the performance of your protection plans and claim resolution activity.
Upon install, it'll appear blank until you make your first sale.
Overview Stats
At the top of the page, you’ll see five key metrics:
- Total Plans Issued
The number of warranty or protection plans that have been assigned to products across all orders. - Attachment Rate
The percentage of completed orders that include at least one protection plan. This helps you gauge adoption. - Total Claims Filed
The total number of customer-submitted claims, across all plan types. - Approval Rate
The percentage of submitted claims that were approved. This includes all time, not just recent submissions. - Average Resolution Time
The average number of days between when a claim is submitted and when a decision is made.
Graphs
The middle section contains visual summaries of program performance over time:
- Plans Issued
A line graph showing the number of plans issued per day over a set timeframe. - Claims Filed
A chart showing daily or weekly claim volume, segmented by status where applicable (pending, approved, denied).
These charts help you track trends and spot changes in customer behavior or product reliability.
Pending Claims
Below the charts is the Pending Claims table. This lists all claims that have been submitted by customers and are waiting for review.
Each row in the table includes:
- Customer name and order reference
- Product and plan details
- Claim reason and submission date
- Current claim status
Clicking any row will open the full claim record. From there, you can review submitted evidence, communicate with the customer, and take action (approve, deny, or request more information).
If there are no pending claims, a message will appear instead of the table.
