Overview
When you log in to Buddy, the Dashboard shows you:
- Pending Reviews - Items that need your attention
- Recent Activity - Latest changes across your organization
- Key Metrics - Orders, customers, and revenue summaries
Pending Reviews
Data Quality Items
Customer and product matches that need confirmation
Order Reviews
Orders with line items that need manual review
- Type - What kind of review (match confirmation, missing data, etc.)
- Priority - Urgent, High, Normal, or Low
- Age - How long the item has been waiting
- Quick Actions - Approve, reject, or view details
Activity Feed
The activity feed shows recent actions across your organization:| Activity Type | Description |
|---|---|
| Orders | New orders created, status changes, edits |
| Customers | New accounts, updates, tier changes |
| Products | Catalog changes, pricing updates |
| Integrations | Sync events, import completions |
| Team | User actions, permission changes |
Filtering Activity
You can filter the activity feed by:- Time range - Today, this week, this month
- Activity type - Orders, customers, products, etc.
- Team member - See what specific users have done
Metrics Overview
Orders This Month
Total orders and revenue
Active Customers
Customers with recent orders
Products Sold
Units moved this period
- Order Count - Number of orders in the selected period
- Revenue - Total order value
- Average Order Value - Revenue divided by order count
- Top Customers - Your most active accounts
- Top Products - Best-selling items
Quick Actions
From the Dashboard, you can quickly:1
Create New Order
Click New Order to start a sales order
2
Add Customer
Click Add Customer to create a new account
3
Review Items
Click any pending review to resolve it
Customization
Your Dashboard remembers your preferences:- Default date range for metrics
- Collapsed/expanded sections
- Activity filter settings
Dashboard preferences are stored per user, so each team member can customize their own view.