> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lumberflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Overview

> Master your AI-powered procurement command center: Kanban board, KPI bar, timeline view, filters, and real-time market intelligence

<Card title="Ready to try the dashboard?" icon="rocket" href="https://app.lumberflow.com">
  **Open your dashboard** — or [start a free trial](https://lumberflow.com/sign-up) if you're not a user yet.
</Card>

## Your Procurement Command Center

The LumberFlow dashboard is where your AI procurement agent surfaces everything you need: live pipeline KPIs, sourcing cards with embedded price intelligence, market sentiment nudges, and team price benchmarks — all in one place.

## Live KPI Bar

The KPI bar at the top of your dashboard updates in real time as quotes arrive and deals close:

<CardGroup cols={2}>
  <Card title="Open Pipeline Value" icon="dollar-sign">
    Total value of all active sourcing requests currently in your pipeline (TO SOURCE + QUOTING + NEGOTIATING)
  </Card>

  <Card title="Avg Response Time" icon="clock">
    Average time from RFQ sent to first quote received — your suppliers' typical responsiveness
  </Card>

  <Card title="Supplier Conversion Rate" icon="percent">
    Percentage of RFQs that result in a received quote — helps identify unresponsive suppliers
  </Card>

  <Card title="Deal Velocity" icon="trending-up">
    Average days from first quote to purchase order — your procurement cycle speed
  </Card>
</CardGroup>

## The Kanban Board Layout

<CardGroup cols={4}>
  <Card title="TO SOURCE" icon="paper-plane" color="#64748b">
    New requests ready for RFQ — start here
  </Card>

  <Card title="QUOTING" icon="clock" color="#3b82f6">
    RFQs sent, awaiting supplier responses
  </Card>

  <Card title="NEGOTIATING" icon="handshake" color="#f59e0b">
    Active price negotiations in progress
  </Card>

  <Card title="FULFILLED" icon="check-circle" color="#10b981">
    Purchase orders completed — view only
  </Card>
</CardGroup>

Cards move through columns automatically as you take action or as suppliers reply. Optimistic UI means cards respond instantly — no waiting for a page refresh.

## Card Views: Compact, Standard, and Detailed

Use the **view mode toggle** in the top-right of the board to switch how much information each card shows:

<AccordionGroup>
  <Accordion icon="layout-grid" title="Compact View">
    Maximum cards on screen at once. Shows:

    * Product name (abbreviated)
    * Status badge
    * Quote count
    * Target price

    Best for teams with large pipelines who need a quick scan of everything in flight.
  </Accordion>

  <Accordion icon="layout-list" title="Standard View (Default)">
    Balanced information density. Shows:

    * Product name with hover for full details
    * Target price per MBF and total quantity in packs
    * Quote analytics: count, lowest price, response time
    * Market sentiment badge (Bullish / Neutral / Bearish)
    * Price trend sparkline
  </Accordion>

  <Accordion icon="layout-panel" title="Detailed View">
    Maximum context per card. Shows everything in standard view plus:

    * Supplier performance badge for the best-responding supplier
    * Expanded quote breakdown
    * Team Insights benchmark price inline
    * Full negotiation timeline
  </Accordion>
</AccordionGroup>

Your selected view mode persists across sessions — the board remembers your preference.

## Card Information At a Glance

Each sourcing request card displays:

* **Product Name**: Industry-standard abbreviations (hover for full details)
* **Target Price**: Your desired price in \$/MBF (thousand board feet)
* **Total Quantity**: Packs needed across all lengths
* **Status Badge**: Current procurement stage
* **Market Sentiment Badge**: Species-level AI market assessment
* **Price Trend Sparkline**: Mini chart showing recent price movement for this SKU

<AccordionGroup>
  <Accordion icon="chart-bar" title="Quote Performance Metrics">
    **Quote Count**: Number of responses received from suppliers

    **Lowest Price**: Best competitive offer received so far (in \$/MBF)

    **Response Time**: Time since last supplier communication

    **Price Variance**: How received quotes compare to your target price
  </Accordion>

  <Accordion icon="trending-up" title="Price Trend Sparkline">
    The mini chart embedded in each card shows the price trend for that specific SKU (dimension-species-grade combination) over time. This helps you spot whether prices are rising, falling, or flat — without leaving the board.
  </Accordion>

  <Accordion icon="expand" title="Expandable Quote Details">
    Click the chevron icon to expand card analytics:

    * Full quote breakdown by supplier
    * Supplier response history and timing
    * Side-by-side price comparison
    * Team Insights benchmark for this SKU
    * Negotiation timeline with timestamps
  </Accordion>
</AccordionGroup>

## Market Sentiment Badges

Each card shows a **Market Sentiment** badge for its species:

* 🟢 **Bullish**: Market signals favor supplier pricing — consider acting before prices rise
* ⚪ **Neutral**: No strong directional signal — standard timing applies
* 🔴 **Bearish**: Buyer-favorable conditions — you may have negotiating leverage

Click **See why** to read the AI's supporting analysis. See [AI Features](/user-guide/ai-features) for full details on how sentiment is calculated.

## Team Insights Panel

Open the **Team Insights** panel from the sourcing card drawer to see your organization's internal price benchmarks for the selected SKU:

<CardGroup cols={2}>
  <Card title="Historical Median" icon="chart-bar">
    The median price your team has paid for this dimension-species-grade combination over the last 90 days, normalized to \$/MBF
  </Card>

  <Card title="In-Flight Median" icon="clock">
    Current open quotes for this SKU — what active negotiations are currently pricing at
  </Card>

  <Card title="Grade Filter" icon="filter">
    Filter benchmarks by grade level to compare across Construction, Stud, Select Structural, and more
  </Card>

  <Card title="Source Drilldown" icon="list">
    See which suppliers contributed to the benchmark and what they've historically charged
  </Card>
</CardGroup>

<Card title="Team Insights Dashboard" icon="users" href="https://app.lumberflow.com/dashboard/team-insights">
  View your full Team Insights dashboard for organization-wide pricing benchmarks across all active SKUs.
</Card>

## Pipeline View: Kanban vs. Timeline

Use the **View Switcher** button (top-left of the board) to switch between two ways of seeing your pipeline:

<CardGroup cols={2}>
  <Card title="Kanban View" icon="columns">
    **Status-based columns** — the default. See everything grouped by TO SOURCE, QUOTING, NEGOTIATING, FULFILLED. Best for managing action items and understanding what needs attention right now.
  </Card>

  <Card title="Timeline View" icon="calendar">
    **Gantt-style timeline** — shows all sourcing requests on a time axis. Useful for planning procurement timing, understanding deal velocity, and spotting requests that have stalled.
  </Card>
</CardGroup>

## Filter Bar

The **Filter Bar** below the board header lets you narrow your view across all columns simultaneously:

* **Species filter**: Show only SPF, SYP, Douglas Fir, or any other species
* **Grade filter**: Narrow to specific grade classifications
* **Dimension filter**: Focus on 2x4, 2x6, 2x8, or other dimensions

Filters persist while you work the board. Clear them to return to the full pipeline view.

## Card Actions by Status

### TO SOURCE Cards

<CardGroup cols={3}>
  <Card title="Get Quotes" icon="paper-plane">
    Open the RFQ flow: select suppliers, review AI-generated email drafts, send
  </Card>

  <Card title="View Details" icon="eye">
    Edit specifications, adjust quantities, review line item breakdown
  </Card>

  <Card title="Cancel Request" icon="trash">
    Remove from pipeline — card disappears immediately (optimistic UI)
  </Card>
</CardGroup>

### QUOTING Cards

<CardGroup cols={2}>
  <Card title="Review Quotes" icon="clipboard-list">
    Open the quote comparison interface — side-by-side view of all received quotes
  </Card>

  <Card title="Counter-Offer" icon="message-circle">
    Draft an AI-generated counter-offer that references the full email thread
  </Card>
</CardGroup>

<Note>
  **Individual Purchase Orders**: Purchase orders are created individually through the quote review process to ensure maximum accuracy and proper human validation. This precision-first approach prevents errors in final procurement decisions.
</Note>

### NEGOTIATING Cards

<CardGroup cols={2}>
  <Card title="Continue Negotiation" icon="refresh">
    Send a follow-up counter-offer — the AI reads your full thread history to maintain context
  </Card>

  <Card title="View History" icon="history">
    Review the complete negotiation timeline with all communications and offers
  </Card>
</CardGroup>

### FULFILLED Cards

<CardGroup cols={2}>
  <Card title="View Details" icon="file-text">
    Final pricing, delivery information, and PO number
  </Card>

  <Card title="Average Fulfilled Price" icon="calculator">
    The card shows the average price across all POs created for this sourcing request, calculated in \$/MBF
  </Card>
</CardGroup>

## Bulk Operations

### Activating Bulk Mode

<Steps>
  <Step title="Enable Bulk Select">
    Click **Bulk Select** in the top-right corner of the board, or press `B` on your keyboard
  </Step>

  <Step title="Select Multiple Cards">
    Use checkboxes to select cards — you can select across multiple columns
  </Step>

  <Step title="Context-Aware Actions">
    The bulk actions bar appears at the bottom of the screen, showing only relevant actions for your selection
  </Step>
</Steps>

### Smart Bulk Actions

<AccordionGroup>
  <Accordion icon="paper-plane" title="TO SOURCE Selection">
    **Send Bulk RFQs**: Generate AI-drafted RFQs for multiple products simultaneously

    * Each supplier gets one email covering all their relevant products (grouped by supplier, not by product)
    * Individual product specifications are maintained per line item
    * All drafts are shown for review before sending
  </Accordion>

  <Accordion icon="message-circle" title="QUOTING Selection">
    **Send Counter Offers**: Initiate negotiations with suppliers who have submitted quotes

    * Only cards that have received actual quotes with pricing are eligible
    * Each counter-offer is drafted separately with that supplier's conversation context
    * Counter-offers are sent as proper email replies in the supplier's existing thread

    <Note>Cards that have not yet received quotes are excluded from counter-offer bulk actions</Note>
  </Accordion>

  <Accordion icon="handshake" title="NEGOTIATING Selection">
    **Continue Negotiations**: Send follow-up communications while maintaining full email thread continuity

    * Each supplier's conversation history is preserved independently
    * No supplier sees another supplier's pricing or terms
    * Individual review is required before finalizing terms and creating purchase orders
  </Accordion>
</AccordionGroup>

<Warning>
  **No Bulk Purchase Orders**: The system intentionally does not support bulk PO creation. Each purchase order requires individual review, validation, and approval to ensure pricing accuracy and correct MBF-based calculations. This is by design — not a limitation.
</Warning>

## Keyboard Shortcuts

| Shortcut | Action                            |
| -------- | --------------------------------- |
| `B`      | Toggle bulk select mode           |
| `Escape` | Exit bulk select mode             |
| `Enter`  | Open card details                 |
| `Space`  | Select/deselect card in bulk mode |

## Supplier Performance Badges

In the quote comparison view and detailed card mode, **Supplier Performance Badges** show each supplier's historical metrics:

* **Response Rate**: What percentage of your RFQs this supplier typically quotes
* **Speed**: How quickly they usually respond
* **Pricing**: Whether they tend to come in above, at, or below market median

Use these badges to prioritize which quotes to negotiate and which suppliers to cultivate.

## Real-Time Updates

<AccordionGroup>
  <Accordion icon="zap" title="Optimistic UI">
    Cards respond instantly when you take action — move to QUOTING when you send an RFQ, disappear when you cancel. If the server operation fails, the card rolls back with an error notification. No page refresh needed.
  </Accordion>

  <Accordion icon="refresh" title="Real-Time Dashboard Sync">
    When a supplier email arrives and is processed, your board updates automatically. New quotes appear, card statuses update, and the KPI bar recalculates — all without a page refresh.
  </Accordion>

  <Accordion icon="mobile" title="Mobile Responsive">
    Full functionality on tablets and smartphones with touch-optimized card interactions and swipe navigation.
  </Accordion>
</AccordionGroup>

## Dashboard Navigation

### Sidebar Links

* **Start New Buy**: Create new procurement plans
* **My Sourcing**: The main Kanban board
* **My Suppliers**: Manage your supplier network
* **Review Quotes**: Dedicated quote comparison and approval interface
* **Team Insights**: Organization-wide pricing benchmarks dashboard
* **Settings**: Organization profile, billing, Gmail integration

## Next Steps

<CardGroup cols={2}>
  <Card title="Create Your First Plan" icon="plus" href="/user-guide/creating-procurement-plans">
    Learn how to set up new procurement plans with the spreadsheet-style interface
  </Card>

  <Card title="AI Features" icon="robot" href="/user-guide/ai-features">
    Understand the Market Sentiment Nudge, Team Insights, and quote extraction in depth
  </Card>

  <Card title="Supplier Management" icon="users" href="/user-guide/supplier-management">
    Build and maintain your supplier network with bulk import
  </Card>

  <Card title="Advanced Workflows" icon="workflow" href="/user-guide/advanced-workflows">
    Master quote validation, counter-offers, and purchase order creation
  </Card>
</CardGroup>