The dashboard

Everything in the dashboard hangs off the left-hand menu, grouped by what you’re trying to do rather than by what the data is called.

The groups

Home - your organisation’s summary view. A spinner shows in the middle of the page while Home loads, instead of a blank white screen.

Supply Base - who you buy from. Suppliers, Persons, the supplier map, and the analytics that describe them (farm summaries, plot dashboard, plot summaries). This is where most people spend their first week.

Sustainability & Monitoring - Surveys and Field Services: what your field team asks farmers and does with them, plus the analytics over it.

Risk & Compliance - Risk Assessment and Certification analytics. This is where deforestation results and certification coverage are summarised. Note that you start a deforestation check on the plot itself, not here.

Traceability and Production - the operational chain. Collections (with Analytics under it), Payments (Payment Transactions, Prices, and where mobile money is enabled, Wallets, Mobile Money Users, and Mobile Money Events), Processing, Warehouse, Inventory, Trades, and Product Stories.

Organisation - documents and notes that belong to the organisation as a whole.

Configuration - administrator territory. Users, reference data (crops, seasons, locations, facilities, certification types and more), Settings, then Events (the log of everything that happened), and bulk data import.

Two things worth knowing early

Farms are called Suppliers. There is no Farms page. See Core concepts.

Analytics pages are configurable. Most of them have a View or Configure sections control that decides which graphs and report sections appear. Your organisation may have set a default that hides things you’d otherwise expect. If a chart is missing, look there before assuming the data is.

Finding things

The menu has a search box at the top. It matches common alternative names too - typing “farmers” finds Suppliers. See Find a page.

You can also ask the in-dashboard AI Assistant, which can both explain how to do something and answer questions about your actual data.