Understanding the Overview Dashboard
A quick tour of the first screen you see after signing in. It summarizes connected profiles, scheduled content, and follower trends.
How to get there
- Desktop: Use the left sidebar and click Overview (dashboard icon).
- Header menu: Click your avatar (top-right) > Overview.
- Switch teams: Use the team selector in the header to change which team’s Overview you’re viewing.
Page layout
- Desktop: Main content on the left; Scheduled Posts panel on the right.
- Mobile: The Scheduled Posts panel appears above the main content.
- The page title in the header reads Overview.
Your Social Profiles
- Where: Top-left of the page, under the “Social Profiles” header.
- What you see: One card per connected profile (e.g., Facebook, Instagram) showing follower count and post count.
- Manage: Click the Manage link to the right of “Social Profiles” to open Settings and connect/manage profiles.
- No profiles yet? Admins will see a prompt to connect a profile.
Scheduled Posts
- Where: Right side (desktop) or top (mobile).
- Header: Month name in the top-left; use the left/right arrow buttons to move between weeks.
- Week strip: Seven-day row shows which days have scheduled posts; click a day to view that day’s items.
- List: Shows each post’s thumbnail, caption preview, platform, and scheduled time.
- Edit in Calendar: Use the “Go to the Calendar” link at the bottom to make changes.
Followers Over Time
- Where: Below Social Profiles in the main (left) column.
- What you see: A line chart comparing follower trends for connected profiles (e.g., Facebook vs Instagram are different colors).
- Timeframe: Use the chart filter to change the period (e.g., All Time, 6 months, 1 month).
- No data yet? You’ll see guidance to connect accounts first.
Quick tips
- Navigation: Left sidebar > Overview. On mobile, open the sidebar from the header if it’s collapsed.
- Settings: Avatar (top-right) > Account Settings for organization and profile configuration.
- Calendar: From the Scheduled Posts panel, click Go to the Calendar to adjust scheduling.