Analyst Dashboard
The Analyst Dashboard is the landing page after you sign in (route /analyst). It gives a
quick read on the state of every collection in the system and shortcuts to the work you do most.
It is visible to analysts and admins.
Layout
The page is one screen, top to bottom:
- A welcome line ("Welcome back, {your first name}")
- An optional "awaiting review" alert banner
- Three stat cards
- A two-column grid: Recent Collections (left, wide) and a sidebar with Quick Actions and System Status (right)
Awaiting-review banner
This purple banner only appears when there is at least one collection in completed or reviewing
status. It reads "N collection(s) awaiting review" and carries a Review Now button that takes you
straight to the Collections list filtered to reviewing (/analyst/collections?status=reviewing).
If nothing is waiting for review, the banner is hidden entirely.
Stat cards
Three cards summarise the whole system (all customers, excluding soft-deleted collections):
| Card | What it counts | Status values included |
|---|---|---|
| Total Collections | Every collection on record | all non-deleted |
| Needs Review | Collections waiting for analyst sign-off (number shown in purple) | completed, reviewing |
| In Progress | Collections actively being processed (number shown in blue) | pending, validating_creds, queued, in_progress |
These are live counts computed on each page load — there is no auto-refresh, so reload the page to update them.
Recent Collections
Lists the five most recently created collections across all customers (newest first). Each row shows:
- A square avatar with the first letter of the platform name
- Platform name and customer company name (test collections show "Test Collection")
- A priority badge and a status badge (see status colours)
- The creation date
Clicking a row opens that collection's detail page. The View All link in the card header goes to the full Collections list.
If there are no collections yet, the card shows an empty state instead.
Quick Actions
A sidebar card of one-click shortcuts:
| Button | Destination |
|---|---|
| Review Collections | Collections list filtered to reviewing |
| Manage Connectors | Connectors workspace |
| New Connector | Connector creation flow |
| View Customers | Customer list |
System Status
A small card showing three service indicators: Worker Queue, Storage, and API Rate Limits.
These badges are presently static display indicators (always shown as Healthy / Online / Normal). Treat them as a placeholder for live health reporting rather than a real-time monitor.