Dashboard refinement

Refined dashboard WF based on approved information architecture and site navigation.

Miro Link

Note:

• Within the session: New badge will display for user on what has been updated since last session

• New Badge will be removed when:

  • Statement has been downloaded

  • Executive Summary has been downloaded

  • Statement Details have been viewed

This will include edge cases outlined for:

• Artist List

  • Territories

  • Access Entities

  • New Statements

• Payment status

• New/latest badge

• Activity feed

• Statement Rankings Module

• Pipeline

This will include edge cases outlined for:

• Artist List

  • Territories

  • Access Entities

    • Address how we display number of or actual entity names and numbers

  • New Statements

    • Functionality of the logic and how it related to the other filters on Statement List (Latest per Account, and Not Exported)

  • Sort by:

    • Alphabetical

    • # of New Statements

    • # of Accounts

  • Card/List switcher (based on Analytics)

  • Export All New Statements Button

• Payment status

  • AA Statuses

• New/latest badge

  • Scenarios when there is a mixed of new and not new on the artist dashboard (report card)

• Activity feed

• Statement Rankings Module

• Pipeline