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

# How does the dashboard work?

> My day: what needs you today and your own numbers. Business: how the account is doing, for admins and managers.

The dashboard has two views. **My day** is for everyone: a to-do list of what needs you, your pipeline, recent activity and your own results. **Business** is for admins and managers: how the whole account is doing, or a manager's team.

Admins and managers switch between them at the top of the page, and the dashboard opens on the one you used last.

## Pick a period

The period at the top (**This month**, **Last month**, **This quarter**, **This year**) sets which dates the results count, in your account's time zone. To do, pipeline and activity always show things as they are right now. **Refresh** reloads the numbers.

## My day

My day covers your deals: the ones where you're the originator or the closer. An admin's My day also includes deals nobody owns yet, so they don't get missed.

### Your results

* **Funded:** the amount and number of your deals funded in the period.
* **Rep Commissions:** what you earned in the period, with how much is paid and how much is pending.
* **Submissions sent** in the period.
* **Open deals:** your deals still in play, right now.

### To do

What needs you, most urgent first. Each row names the business, what's needed and how long it has waited. Click a row to open the deal on the right tab. There's nothing to tick off: a row disappears once it's handled.

| Row | Shows when |
| - | - |
| **Needs info** | A lender asked for more information on a submission |
| **New offer** | A lender's offer hasn't been shared with the merchant yet |
| **Upload** | The merchant uploaded documents in the last 2 days and nothing was sent since |
| **Not marked funded** | An offer was accepted 2 or more days ago and the deal has no advance yet |
| **No replies** | You sent the deal 3 or more days ago and no lender has answered |
| **Unfinished application** | Someone started your application form but stopped more than 30 minutes ago (only in the last 7 days) |
| **Docs outstanding** | A document request is still open after 2 days |
| **Unsigned contract** | Contracts went out 2 or more days ago and aren't signed |
| **Task** | A task assigned to you is due today or overdue |
| **Commission overdue** | A Lender Commission is past its expected date (admins only) |

When the list is empty, it says **You're all caught up**.

### Your pipeline and recent activity

**My pipeline** shows your open deals by stage. Click a stage to open your active deals. **Recent activity** lists lender replies, offers, merchant uploads, signatures, stage moves and fundings on your deals, newest first.

## Business

Business is for admins and managers. An admin sees the whole account. A manager sees their reps' deals, without Lender Commissions or the lender list. Reps don't see Business.

* **Results for the period:** funded, Lender Commissions (earned and paid), Rep Commissions owed, submissions sent and offers received.
* **Deal flow:** of the deals created in the period, how many were submitted, got a lender reply, got an offer and funded.
* **Pipeline today:** open deals by stage, with how many and how much was requested.
* **Funding trend:** the amount funded in each of the last 6 months.
* **Lenders:** for each lender you submitted to in the period, how many went out, how often it replied and made offers, how fast it usually replies, and what it funded.
* **Team:** each rep's deals, submissions, offers, funded amount and Rep Commissions. It shows once your account has more than one person.

<Note>
  Funded amounts count deals marked funded. If the money numbers read \$0, mark funded offers as funded; see [Marking a deal funded](/help/mark-funded).
</Note>

## Take the tour

The first time you open the dashboard, a short tour walks through My day. To see it again, click **?** in the top bar and choose **Replay tour: Dashboard**; see [Guided tours](/help/guided-tours).


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