The Dashboard is the first thing you see after signing in (left nav → Dashboard), and it's your at-a-glance health check for the whole tenant — onboarding progress, device status, ticket throughput, and a per-customer breakdown. Here's what every block means and how to read it.
Get Started (onboarding checklist)
At the top, the Get Started panel tracks your initial tenant setup. Each row is a setup step with a status badge and an action button:
- Customers Setup — create and configure your customer structure (Add Customer).
- Device Management — connect and monitor your fleet (Add Device).
- Company & Team — invite team members and set up roles (Invite Users).
- SSO Configuration — link Microsoft 365, Google Workspace, or another identity provider (Add SSO IdP, or Skip Step).
- Knowledge Base — access documentation and learning resources (Knowledge Base, or Skip Step).
Completed steps show a COMPLETED badge. Once you're set up, hit Skip Onboarding (top right of the panel) to clear the checklist out of the way. Steps you can put off offer a Skip Step button.
Devices Overview
Your whole fleet's health in one place — a headline count (e.g. 224 Devices in Total) and two donut cards:
- ONLINE — count and percentage of devices currently connected.
- OFFLINE — count and percentage not currently reporting in.
It's a quick read on overall connectivity. If that offline percentage looks high, head to the Devices page to dig in.
Tickets Overview
Your PSA/ticket activity at a glance — a headline total (e.g. 492 Tickets in Total) and four cards:
- Active Tickets — open tickets and their share of the total.
- Resolved Tickets — closed tickets and percentage resolved.
- Avg. Resolve Time — average time to resolution (HH:MM:SS).
- Avg. FAE Rate — average rating score (e.g. 0/5).
Use it to keep an eye on support load and how fast you're turning tickets around.
Customers Overview
A per-customer breakdown, with a headline count (e.g. 7 Customers in Total). Each customer gets a row/card showing:
- Customer logo/initials and name (plus website if set).
- Device count for that customer.
- Online Devices — count and percentage.
- Offline Devices — count and percentage.
Handy for spotting which clients have connectivity problems without leaving the dashboard. For the full picture, open the Customers page.
Tips
- The Dashboard is read-only — it's a summary view. Drill into Devices, Tickets, or Customers when you need to actually do something.
- Percentages are relative to each section's total (the whole fleet for Devices Overview, per-customer for the cards in Customers Overview).
- If onboarding steps still show after setup, use Skip Onboarding to hide the panel.
