Partner Dashboard Guide
Master your dashboard, navigate key features, and customize your view
Dashboard Sections
Your command center for partner management
Performance Overview
Revenue, growth trends, and key metrics at a glance
- Revenue chart
- Growth percentage
- Comparison to previous periods
- Goal progress
Member Activity
Active members, new sign-ups, and engagement stats
- Active member count
- New registrations
- Churn rate
- Engagement score
Financial Summary
Commission breakdown, payouts, and pending payments
- Total earnings
- Pending payouts
- Next payment date
- Commission breakdown
Coverage Analytics
Policy types, claims, and coverage distribution
- Policies by type
- Active coverage
- Claims summary
- Risk assessment
Dashboard Navigation
How to navigate and use key features
Access Dashboard
Log in to your partner portal at dashboard.dailyeventinsurance.com
Main Navigation
Use the left sidebar to access different sections: Overview, Reports, Billing, Settings
Quick Actions
Top right corner has quick access to: Add Member, View Reports, Download Invoice
Customize Layout
Click the gear icon to customize which widgets appear on your dashboard
Dashboard Layout
Top Navigation Bar
Always visibleContains your profile, notifications, quick actions, and search functionality
Left Sidebar
CollapsibleMain navigation menu with access to all major sections
Main Content Area
ResponsiveDynamic content that changes based on your selected section
Setting Up Alerts
Stay informed with custom notifications
Available Alert Types
Revenue Alerts
- • Daily revenue threshold reached
- • Monthly goal achieved
- • Payment deposited
- • Large transaction (customizable amount)
Member Alerts
- • New member registered
- • Member cancellation
- • Payment failure
- • Membership renewal due
System Alerts
- • Integration errors
- • API connection issues
- • Security notifications
- • System maintenance scheduled
Performance Alerts
- • Conversion rate drop
- • High churn rate detected
- • Growth milestone reached
- • Weekly performance summary
How to Configure Alerts
- 1Go to Settings → Notifications
- 2Select alert category to customize
- 3Toggle individual alerts on/off
- 4Set thresholds (e.g., $500+ transactions)
- 5Choose delivery method (in-app, email, SMS)
- 6Save preferences
Alert Delivery Options
In-App Notifications
Bell icon in dashboard (real-time)
Email Alerts
Sent to your registered email
SMS Notifications
Critical alerts only (optional)
Customizing Your Dashboard
Personalize your view for maximum efficiency
Metrics Display
Time Period
Data Visualization
Quick Filters
Widget Management
Drag and drop widgets to rearrange your dashboard. Click the gear icon on any widget to:
- Show/hide specific data points
- Apply filters (location, date range)
- Set auto-refresh intervals
- Enable quick export buttons
Keyboard Shortcuts
Work faster with keyboard commands