HeldSway

PART 3 — DASHBOARD NAVIGATION

dashboard navigation

The dashboard is divided into two areas: the left sidebar navigation and the main content area.

3.1 Sidebar Structure

The sidebar is organised into four sections:

OVERVIEW

  • Dashboard — Home screen with KPI summary cards

BILLING & PLANS

  • Subscription — Manage your plan and upgrade
  • Billing — View invoices and payment history

WORKSPACE

  • Team — Add and manage team members

AFFILIATE PROGRAM

  • Affiliates — Manage affiliate partners
  • Referral Links — Create and manage tracking links
  • Orders & Commissions — View all conversions and approve commissions
  • Payouts — Process and track affiliate payments
  • Analytics Reports → Overview, Conversions, E-commerce, Coupons, Affiliates, Links
  • Business Settings → General, Branding, Commission Tiers, Email Templates, Join Page, Payouts, API Keys, Activity Log

3.2 Dashboard KPI Cards

The main dashboard shows four top-level metrics:

Metric What it Shows
Total Affiliates Number of registered affiliate partners
Active Links Number of active referral tracking links
Conversions Total conversions/sales tracked
Commissions Total commission owed to affiliates

Below the metrics are two panels:

  • Recent Activity — Live feed of affiliate clicks, signups, and conversions
  • Quick Actions — Shortcuts to Manage Affiliates and Manage API Keys