Understanding the Dashboard

Your dashboard is your home base on Referr. It gives you a quick overview of your activity and helps you navigate to key features.

---

Accessing the Dashboard

After logging in, click Dashboard in the navigation menu, or go directly to /dashboard.

---

Dashboard Overview

Your dashboard is personalized based on your account type (Buyer, Seller, or Both).

Quick Stats

At the top of your dashboard, you'll see key metrics at a glance:

For Buyers:

• Inbound Leads – Leads submitted to your requests, awaiting review
• Purchased Leads – Leads you've bought
• Lead Requests – Active lead requests you've created
• Messages – Unread message count

For Sellers:

• Lead Sales – Leads you've submitted
• Total Earnings – Your earnings from purchased leads
• Acceptance Rate – Percentage of your leads that were purchased
• Messages – Unread message count

For Both: All of the above, organized in separate sections.

---

Quick Actions

Depending on your account type, you'll see shortcuts to common tasks:

Buyers see:

• ➕ Create Lead Request
• 📋 View Inbound Leads
• 📊 Manage Lead Requests

Sellers see:

• 🔍 Browse Lead Requests
• 📤 Submit a Lead
• 💰 View Earnings

---

Onboarding Checklist

If you're new to Referr, you'll see a checklist of tasks to complete:

• ✅ Complete your profile
• ✅ Add a profile photo
• ✅ Set up payment method (buyers)
• ✅ Connect Stripe for payouts (sellers)
• ✅ Create your first lead request (buyers)
• ✅ Submit your first lead (sellers)

Complete all items to unlock the full potential of the platform!

---

Recent Activity

The activity feed shows recent events on your account:

• New leads submitted to your requests
• Leads purchased
• Messages received
• Payments processed
• Leads you've submitted

Click any activity item to view more details.

---

Navigation from Dashboard

The dashboard connects you to all major sections:

Section	What It's For
Lead Requests	Manage your lead requests (buyers)
Inbound Leads	Review and purchase leads (buyers)
Purchased Leads	Access leads you've bought (buyers)
Explore	Browse available lead requests (sellers)
Lead Sales	Track leads you've submitted (sellers)
Messages	View and send messages
Settings	Manage your account, billing, and notifications

---

Dashboard on Mobile

On mobile devices, your dashboard is optimized for smaller screens:

• Stats are displayed in a compact card format
• Quick actions are easily accessible with tap-friendly buttons
• The activity feed scrolls vertically
• Navigation is available through the menu icon

---

Customizing Your View

While the dashboard layout is fixed, you can:

• Filter activity by type (leads, messages, payments)
• Set notification preferences to control what appears in your feed
• Mark items as read to clear your activity list

---

Next Steps

• Navigating the platform
• How to create your first lead request (buyers)
• Finding lead requests to submit to (sellers)

---

Questions?

If something on your dashboard doesn't look right, contact support.