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Platform URL

 https://[enterprise].cvtr.io/v2/dashboard

API Endpoints

 

Epic

Type /Jira to add Jira epics and issues

Document status

Status
titleDRAFT

Document owner

Muge Budak

Technical writers

@ writers

🏠 Feature Overview

After login process, the user navigated to Dashboard section.

Sidebar

Sidebar is the main navigation, from here the user can access all the different areas of the platform.

Profile

This allows the user to update the profile details and password.

Logout

This allows the user to logout from the platform.

Global Search

The global search bar allows the user to search for campaigns, publishers, and advertisers.

Export Requests

This allows the user to find requested export files and download them. The user also can find previously downloaded files.

Platform Support

This allows the user reach Help Centre, Contact Support, and WalkMe.

  • Help Centre: Search through the Help Centre to find articles and guides relevant for questions.

  • Contact Support: Find the best solution to the technical or platform issues, the team reaches the user with the solution after filling out the requested details.

  • WalkMe: Learn more about the product; what each feature does, how it works, and how to use it.

Notification Centre

This allows the user to reach performance reports. The dropdown menu will show the most recent reports that have not yet been downloaded. Reports can be downloaded by selecting the PDF file. The attachments such as the invalid reports can be downloaded within the ZIP file.

Campaign Totals

This section displays the running monthly totals of: Total Revenue (CPL x Billable Leads), Impressions, Clicks, Conversions, and Billable (Leads). The user also can see the top 5 campaigns which generated most revenue in the bar chart.

Lead Totals

This section displays the running monthly lead totals of: Billable, Total, Invalid, Valid, and Delivered. The user also can see valid and invalid leads proportion in the pie chart.

Dashboard Table

This section shows active and inactive campaigns. The user can view all active campaigns in the Active Campaigns tab and all inactive campaigns that have a status of Ended, Inactive, Requires Setup and Paused can be viewed in the Inactive Campaigns tab.

Info

Provide an overview of what the feature does.

🎯 Objective

Info

Provide details of what the feature is trying to resolve.

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