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
๐ผ 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.
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๐ฏ 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 (๐).
- What's New Icon (Top-Right): Features a lightbulb graphic (๐ก) 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.
๐งญ 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