Dashboard
Once the user is logged in, the dashboard for that specific user is displayed as the central workspace. This dashboard provides a clear, real-time overview of the user’s activity and responsibilities within the system.
Recent plan activity is shown on the left, allowing users to quickly access, review, or continue working on the latest media plans and campaigns. Each plan displays its current status and can be opened directly for further action. In the center, recent customer activity allows for quick access to the Customer's information such as brands, commission structures and financial information.
At the top of the dashboard, high-level status indicators summarize the number of plans that are approved, in progress, awaiting approval, rejected, or completed. On the right-hand side, authorization and contract status panels provide visibility into approvals, pending signatures, and completed items, helping users prioritize next steps.
From this dashboard, users can quickly select campaigns, navigate to specific plans or customers, and efficiently manage their daily workflow without needing to search through multiple menus.