Understand your dashboard
The ClaimDS dashboard is your role-aware home — a setup checklist when you're new, then the KPIs, the claims queue and recent activity that matter to your role.
The dashboard is your home in ClaimDS, and it adapts to where you are: a checklist when the workspace is new, then the KPIs, claims queue and recent activity that matter once you're running. It's role-aware, so it shows you your work, not everyone's.
From setup to steady state
On day one the dashboard is an onboarding guide — the setup checklist that walks you to your first settlement. After that it becomes an operating view: finance KPIs, the claims that need attention, and a feed of recent activity drawn from the audit trail.
Make it work for you
Follow the numbered steps below. New here? Pair this with getting started with ClaimDS. Belong to more than one workspace? See switch workspaces.
Step-by-step
Open the dashboard
The dashboard is where you land after signing in. What it shows is role-aware — a finance user, an operator and an owner each see the parts relevant to them.
Work the setup checklist first
On a new workspace the dashboard leads with a setup checklist. Working through it is the fastest way to get from an empty account to your first settlement — it points you at each step in order.
Read the headline KPIs
Once you're set up, the dashboard surfaces the headline numbers — the finance KPIs and the state of your claims — so you can see how things stand without opening every report.
Jump into the claims queue
The commercial claims queue on the dashboard shows what needs attention, so you can go straight from the home screen to the claims that need working.
Scan recent activity
The recent-activity view shows what's changed lately, drawn from the audit trail, so you stay aware of what the team has been doing across the workspace.
Frequently asked
Why does my dashboard look different from a colleague's?
It's role-aware. The dashboard surfaces what's relevant to your role, so a finance user and an operator see different headline panels.
The setup checklist disappeared — why?
Once your workspace is set up, the dashboard shifts from onboarding to the day-to-day KPIs and queues. That's expected as you move past first-run.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.