The dashboard is the first page you see when you sign in. Here's what every tile, card, and sidebar link on it actually does — and what new accounts see before their first brand exists.
Once you have an account, /app/dashboard is home base: a rollup of every brand you've saved, quick links back into the five you touched most recently, and the sidebar that reaches the rest of the app. New accounts see something different — a short checklist instead of numbers — so this tour covers both states.
The dashboard shows six metric tiles (brand and SKU totals, plus average FOB, margins, and GP per case across your whole account) and a Recent Brands list of your five most recently edited brands — each card opens that brand's editor. Accounts with no brands yet get a three-step getting-started checklist instead. The sidebar on the left goes to Dashboard, Analytics, Brands, and Account, with an Upgrade button just above your email.
Sign in and the dashboard pulls every brand in your account, then decides what to show. If you have at least one brand, you get the main view: metric tiles up top, Recent Brands below. If you have none, you get the welcome flow covered in the checklist section.
One thing happens silently on the way in: if you built a portfolio in the free calculator before signing up, the dashboard imports it into your account on first landing and confirms with a toast — "Your calculator portfolio has been imported." That imported work becomes a normal brand, so it counts in every tile from the first load. Details on that hand-off are in Creating an Account.
Up in the page header, next to the Dashboard title, sits + New Brand — the fastest route from anywhere on this page to a fresh pricing model.
Six tiles summarize your entire account. They recompute from your live brand data on every page load — no publishing or snapshot step required:
Brands with multiple markets are handled properly: each market's SKUs are priced with that market's own margins before anything is averaged, so a brand running different terms in different states doesn't skew the rollup. What those margin numbers mean and where to set them is covered in Setting Distributor & Retailer Margins.
On the Trade plan, a Brands by Category section also appears here whenever your portfolio spans more than one category — one card per category (Beer, Wine, Spirits, and so on) with its brand count and average GP per case.
Below the tiles, Recent Brands lists your five most recently edited brands, newest first. Each card is a link straight into that brand's editor and carries four things:
Five is the cap here by design; the full list, with search and management tools, lives on the Brands page one click away in the sidebar.
An account with zero brands skips the metrics entirely and shows the welcome flow. It has two steps. First, a question: "What best describes your role in the beverage industry?" with three cards — Supplier, Distributor, and Retailer. Your pick is saved to your profile, so you only answer once.
Second, a welcome card addressed to that role, with a three-step checklist. Steps one and two are the same for everyone:
The third step is flavored to the role you chose: suppliers see "Send a polished pricing link to your distributor," distributors see "Share sell-in breakdowns with accounts — or collect pricing straight from suppliers," and retailers see "Reverse-plan from your target shelf price and check your margins hold." (Retailers curious about that workflow should read REV Mode.) Below the checklist, Create Your First Brand → drops you into a new brand with the category picker open — the same templates described in Category Templates.
The left sidebar is identical on every app page. Top to bottom:
At the very bottom sits your user section: an avatar with your email, a badge naming your current plan, and Sign Out. The chevron button beside the logo collapses the sidebar to icons only — the choice is remembered between visits. On narrow screens the sidebar tucks away behind a hamburger button instead.
Two places, both leading to the pricing page:
Neither appears mid-task or blocks anything — they're signposts, not walls. For an honest comparison of what each plan adds, see Free, Starter, Pro or Trade: Which Plan Fits.
That's the whole page. If you haven't built the model that feeds these tiles yet, start with the Quick Start — sixty seconds in the calculator gives the dashboard something to add up.
Create a free account, build your first brand, and watch the tiles fill in.
Create a Free Account →