The complete payments and banking infrastructure for businesses operating across Africa

Understanding the Niobi Dashboard

Complete guide to the Niobi dashboard. Navigate key sections, understand widgets, track metrics, and optimize your workflow.

By Niobi Team ยท Published 2026-06-08

๐Ÿ’ผ Dashboard Overview & Layout Wallet Provision Your workspace must have at least one active, authorized currency account to populate the dashboard interface properly. Operational Core The Niobi dashboard aggregates multiple data pipelines into a single, comprehensive workspace: - Financial Position: View real-time available cash positions across all active currency wallets. - Workflow Accelerators: Initiate transactions instantly using prominent shortcut buttons on your metrics cards. - Cash Flow Monitoring: Track revenue trends, expense volumes, and operational velocity over custom date windows. - Actionable Alerts: Surface time-sensitive compliance, security, and transaction updates instantly. Accessing Your Feed - Automatic Redirect: Logging into your Niobi client account automatically redirects you to this dashboard as your default home view. - ๐ŸŽฏ Main Dashboard Interface Sections Top Header Navigation Bar - Company Title (Top-Left): Permanently displays your current active trading corporate profile name (e.g., "Niobi Client Account"). - Notifications Bell Icon (Top-Right): Displays system alerts and updates with a bright red notification count badge (๐Ÿ””). - What's New Icon (Top-Right): Features a lightbulb graphic (๐Ÿ’ก) positioned next to the notification bell to let you explore newly deployed platform feature releases. - User Profile Dropdown Menu (Far Top-Right): Located at the terminal end of the bar; displays your user avatar icon and workspace name with a dropdown arrow. Clicking this surfaces a detailed menu card showing your full user name, your assigned security role (e.g., Admin written as a subscript), your company name, your explicit account number, and an options button to Logout at the bottom. ๐Ÿงญ Fixed Left Navigation Menu - Permanent Sidebar Pane: Located on the far-left border; this is a fixed, non-collapsible sidebar that stays visible across all desktop views to allow rapid system navigation. - Core Workspace Links: - Dashboard: Jumps straight back to your central home analytics feed. - My Accounts: Monitors your comprehensive list of active currency wallets. - Inflows Group: A dedicated menu section tracking inward capital generation and client pipelines: - Customers: Manages your client profile records and historical contact logs. - Products: Houses your itemized goods lists and inventory reference categories. - Payment Request: Drafts manual billing requests to individual buyers. - Invoices: Creates, automates, and reviews client accounting sheets. - Payment Links: Provisions standalone collection URLs for public digital checkouts. - Outflows Group: A dedicated menu section supervising outbound spending and business liabilities: - Bills: Ingests and schedules statements owed to external trade suppliers. - Approvals: Isolates urgent compliance and transaction actions waiting on your role permission tier. - Payees: Connects your operational database directly to your supplier banking deta