The Hub dashboard is a feature that will help you streamline and maximize your key tasks by displaying a comprehensive overview of your client queue.

last updated July 18, 2025

Table of Contents

Background

The dashboard page consists of a organization/site dropdown and the following six modules:

• Service Level Agreements Notifications
• Action Required: Flagged Clients
• Returns by Status
• Resources
• Team Assignment
• Capacity

In the next sections, we’ll explain how each component of the dashboard operates.

Org & Site Dropdown

Depending on your Hub role & permissions, the dropdown menu gives you the ability to filter the dashboard view by organization or site.