> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insurestack.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Your command center for monitoring activity and accessing features

## Overview

The **Dashboard** is your command center and landing page after login. It provides a comprehensive view of your platform activity with three main sections:

1. **Quick Action Cards** (top row) - Direct shortcuts to start using features
2. **Usage Statistics Cards** (middle row) - Your current month's activity metrics
3. **Recent Activity Timeline** (bottom section) - Chronological log of recent actions

At the top of the dashboard, you'll also see:

* **Plan name** - Displays which plan your organization is currently on
* **Credit balance indicator** - Shows your remaining credits with a refresh icon to get the latest amount
* **Purchase button** - "Buy Additional Credits" and "Upgrade Now" take you to the billing page

## Quick Action Cards

The top row features **four large action buttons** that instantly launch key workflows:

<CardGroup cols={2}>
  <Card title="Submissions" icon="file-lines" color="orange">
    **Manage submission documents**

    Opens the Submissions module to create and track insurance submission packages.
  </Card>

  <Card title="Generate Quote" icon="calculator" color="green">
    **Create new insurance quotes**

    Starts a new quoting workflow to request quotes from carriers.
  </Card>

  <Card title="Check Policies" icon="shield-check" color="blue">
    **Upload and compare policies**

    Opens the policy upload interface for analysis and comparison.
  </Card>

  <Card title="Track Commissions" icon="chart-line" color="purple">
    **Upload commission statements**

    Opens the commission upload page for automated data extraction.
  </Card>
</CardGroup>

<Tip>
  These cards are always visible regardless of scroll position, allowing you to jump into any workflow quickly.
</Tip>

## Usage Statistics Cards

Below the quick actions, you'll find **four statistics cards** showing your activity for the current month.

### Understanding the Metrics

Each card displays:

* **Count** - Number of items processed this month
* **Percentage change** - Compared to previous month (0% means no prior month data)

<Note>
  A run is marked as **"processed"** if it has reached a final state of **'succeeded'**, **'failed'**, or **'declined'**.

  Statistics reset monthly and reflect your current billing period only.
</Note>

## Recent Activity Timeline

The bottom section displays your **10 most recent actions** across all modules. These are sorted chronologically (newest first) and they update automatically.

### Activity Entry Details

Each activity shows:

* **Activity icon** - Small document/policy icon indicating the module
* **Status badge** - Visual indicator of completion state
* **Activity description** - Two-line summary:
  * First line: Action type (e.g., "Policy processed successfully")
  * Second line: Details like policy name, client, carrier, and year
* **Timestamp** - How long ago the action occurred (e.g., "14d ago")

### Example Activity

```
✓ Completed
Policy processed successfully
Business Auto policy for JOHN DOE TRUCKING LLC - The Carrier (2025)
14d ago
```

## Credit Balance Display

At the top of the dashboard, you'll see your current credit balance:

### What's Displayed

* **Remaining credits** - Your current available balance
* **Plan name** - Which subscription you're on
* **Refresh icon** - Click to get real-time credit count
* **Purchase buttons** - Quick access to buy credits or upgrade

### Taking Action

<CardGroup cols={2}>
  <Card title="Buy Credits" icon="cart-shopping" href="/billing/purchasing">
    Purchase additional credits at \$1 each
  </Card>

  <Card title="Upgrade Plan" icon="arrow-up" href="/billing/plans">
    View plans and upgrade for more monthly credits
  </Card>
</CardGroup>

<Warning>
  When you run out of credits, action buttons will be disabled until you purchase more credits or wait for your monthly reset.
</Warning>

## Next Steps

<CardGroup cols={2}>
  <Card title="Try a Feature" icon="rocket" href="/features/submissions">
    Start with Submissions, Quoting, or Policy Checking
  </Card>

  <Card title="Understand Credits" icon="coins" href="/billing/overview">
    Learn how the credit system works
  </Card>

  <Card title="Invite Team" icon="users" href="/team/invite-members">
    Add colleagues (Team Plan required)
  </Card>

  <Card title="Configure Settings" icon="gear" href="/settings/account">
    Update your account and organization settings
  </Card>
</CardGroup>