Dashboard Overview
Get familiar with your Keplur dashboard and learn how to navigate the interface effectively.
First Look at Your Dashboard
After completing the onboarding process, you'll land on your personalized dashboard. Here's what you'll see:
Welcome Message
For new users, a welcome message appears with:
- Quick tips for getting started
- Links to key features
- Option to replay the onboarding tour
Empty State (New Users)
If you haven't added renewals yet:
- Getting Started Card: Quick access to add your first renewal
- Feature Highlights: Overview of key Keplur capabilities
- Help Resources: Links to documentation and support
Active Dashboard (With Renewals)
Once you've added renewals, your dashboard shows:
- Upcoming Renewals: Items due in the next 30 days
- Cost Overview: Spending summary and trends
- Recent Activity: Latest changes and updates
- Quick Actions: Fast access to common tasks
![Dashboard with renewals - placeholder for screenshot]
Understanding Dashboard Sections
Upcoming Renewals Section
The most important area of your dashboard:
Information Displayed:
- Service name and provider
- Renewal date and days remaining
- Cost and billing frequency
- Quick action buttons
Color Coding:
- Red: Due within 3 days (urgent)
- Orange: Due within 7 days (attention needed)
- Blue: Due within 30 days (upcoming)
- Gray: Overdue items
Quick Actions:
- Mark as Paid: Record successful renewal
- Edit: Modify renewal details
- Snooze: Postpone reminders temporarily
- View Details: See complete renewal information
Cost Overview Widget
Track your subscription spending:
Current Month:
- Total renewals this month
- Comparison to previous month
- Breakdown by service category
Annual Projection:
- Estimated yearly costs
- Monthly average spending
- Trend analysis
Top Expenses:
- Your most expensive services
- Percentage of total spending
- Quick links to manage high-cost items
Recent Activity Feed
Stay updated on changes:
- New Renewals: Recently added items
- Updates: Modified renewal information
- Payments: Marked as paid renewals
- System Notifications: Important alerts
Navigation and Layout
Header Navigation
Left Side:
- Keplur Logo: Return to dashboard home
- Dashboard: Current page indicator
Center:
- Search Bar: Find specific renewals or providers
- Add Renewal: Quick access to create new renewals
Right Side:
- Notifications: Bell icon with alert count
- Profile Menu: Settings, help, and account options
Sidebar Navigation (Desktop)
Main Sections:
- Dashboard: Overview and summary
- All Renewals: Complete list of renewals
- Calendar: Visual calendar view
- Analytics: Detailed spending analysis
- Settings: Account and preferences
Quick Filters:
- Due Soon: Renewals needing attention
- This Month: Current month's renewals
- High Cost: Expensive services
- Recently Added: New renewals
Mobile Navigation
Bottom Tab Bar:
- Home: Dashboard overview
- Renewals: List of all renewals
- Add: Quick renewal creation
- Calendar: Calendar view
- Profile: Settings and account
Customizing Your Dashboard
Widget Preferences
Personalize what information is displayed:
- Click the "Customize" button in the top right
- Choose which widgets to show/hide:
- Upcoming renewals
- Cost overview
- Recent activity
- Quick stats
- Drag widgets to reorder them
- Save your preferences
Display Options
Density Settings:
- Compact: More items visible, less detail
- Comfortable: Balanced view (default)
- Spacious: Fewer items, more detail per item
Theme Options:
- Light Mode: Default bright theme
- Dark Mode: Dark theme for low-light use
- Auto: Follows system preference
Filter and Sort Preferences
Default Filters:
- Set which renewals appear by default
- Choose date ranges for upcoming renewals
- Filter by service categories or tags
Sort Options:
- By renewal date (default)
- By cost (highest/lowest first)
- By service name (alphabetical)
- By recently added
Dashboard Actions and Shortcuts
Bulk Actions
Select multiple renewals for batch operations:
- Select Items: Click checkboxes next to renewals
- Choose Action: Use the bulk actions menu
- Available Actions:
- Mark multiple as paid
- Update renewal dates
- Change categories or tags
- Archive or delete items
Keyboard Shortcuts
Speed up common tasks:
- N: Add new renewal
- S: Focus search bar
- R: Refresh dashboard
- ?: Show help overlay
- Esc: Close modals or cancel actions
Quick Entry
Fast renewal creation from dashboard:
- Quick Add Button: Plus icon in header
- Minimal Form: Essential fields only
- Smart Defaults: Suggested values based on patterns
- Instant Save: Immediate addition to dashboard
Understanding Dashboard Data
Real-Time Updates
Your dashboard updates automatically:
- Live Sync: Changes appear immediately
- Background Refresh: Data updates without page reload
- Conflict Resolution: Handles simultaneous edits gracefully
- Offline Support: Works without internet, syncs when reconnected
Data Accuracy
Ensure your dashboard shows correct information:
Regular Maintenance:
- Update renewal dates after payments
- Verify cost information periodically
- Remove or archive discontinued services
- Check for duplicate entries
Data Validation:
- System alerts for unusual patterns
- Warnings for overdue renewals
- Notifications for missing information
- Suggestions for data cleanup
Getting Help from the Dashboard
Contextual Help
Access help without leaving your workflow:
Help Tooltips:
- Hover over elements for quick explanations
- Click "?" icons for detailed help
- Interactive guides for complex features
Help Panel:
- Slide-out help content
- Search help topics
- Links to detailed documentation
- Contact support options
Interactive Tours
Guided walkthroughs of dashboard features:
- Dashboard Tour: Overview of main sections
- Feature Tours: Deep dives into specific capabilities
- New Feature Tours: Introductions to recent additions
- Custom Tours: Personalized based on your usage
Dashboard Performance
Loading Speed
Optimized for fast access:
- Cached Data: Instant loading of recent information
- Progressive Loading: Essential data loads first
- Background Updates: Non-critical data loads after
- Offline Mode: Cached data available without internet
Mobile Performance
Optimized mobile experience:
- Touch-Friendly: Large buttons and touch targets
- Swipe Actions: Swipe to access quick actions
- Responsive Design: Adapts to different screen sizes
- Fast Loading: Optimized for mobile networks
Next Steps
Now that you understand the dashboard:
- Explore Features: Try different sections and widgets
- Customize Layout: Arrange the dashboard to match your workflow
- Add More Renewals: Build your complete renewal tracking system
- Set Up Notifications: Configure reminders for upcoming renewals
- Review Analytics: Use spending insights to optimize your subscriptions
The dashboard is designed to give you a complete overview of your renewals at a glance while providing quick access to detailed management features. Take time to explore and customize it to match your needs.