The dashboard is the first screen you see after signing in. It's designed to answer three questions at a glance: what have I run recently, how is my match quality trending, and what should I do next.
What you see
Aggregate stats
Four cards across the top show totals for your account:
Total jobscountEvery match job you've run. Includes completed, running, and failed jobs.
Rows processedcountSum of source rows across every completed match job. Useful for month-over-month volume tracking.
Average match ratepercentageWeighted average of matched-row percentage across completed jobs. A good sanity-check metric — if this drops suddenly, your data sources have changed.
FilescountTotal saved master files plus source files still within the retention window.
Recent matches table
The 10 most recent match jobs, sortable by date. Columns:
- Label / ID — the name you gave the job (or an auto-generated name)
- Status — colored pill (
completed,processing,failed,pending) - Source file and Master file — what was matched against what
- Match rate — percentage of source rows that matched (colored: green ≥80%, amber 60–79%, red <60%)
- Row count — source rows processed
- Tags — any labels you applied
- Date — when the job was started
Click any row to jump to the full job detail page.
Quick actions
Three buttons in the hero area:
- New Match — jumps straight into the match wizard (most common action)
- Upload Master File — opens the upload modal for saved-master creation
- Reports — navigates to the reports page
When the dashboard is empty
First-time users see an empty-state Genie illustration plus a "Start your first match" CTA that links to /docs/quickstart. No data, no stats — just a clear next step.
Refresh behavior
The dashboard auto-refreshes every 30 seconds when a job is processing, so you can leave the tab open and watch progress. Completed jobs don't trigger re-fetches.