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

# Dashboard

> The dashboard gives you a high-level overview of your organisation's energy management — totals, spend, connections, sites map, and expiring agreements.

The Dashboard is the first page you see after logging in. It provides a high-level overview of your organisation's energy management activities.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/home/dashboard.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=f3f2711ccc8ff3619043571f0da887a3" alt="UMS dashboard overview with summary cards, spend, and a sites map" width="1440" height="900" data-path="images/home/dashboard.png" />
</Frame>

## Summary cards

At the top of the dashboard, five summary cards display your key totals:

| Card                | Description                                            |
| ------------------- | ------------------------------------------------------ |
| **Accounts**        | Total number of customer accounts in your organisation |
| **Sites**           | Total physical locations across all accounts           |
| **Connections**     | Total electricity, gas, and water connections          |
| **Agreements**      | Total energy agreements (active and historical)        |
| **Retail Accounts** | Total retail account references with energy retailers  |

Each card shows the current count along with growth indicators — how many were added in the last 30 days and last year.

## Total spend

Below the summary cards, the **Total Spend** section breaks down your energy expenditure by utility type:

* **Electricity** — Total spend and consumption in kWh
* **Natural Gas** — Total spend and consumption in MJ
* **Water** — Total spend and consumption in kL

Each utility type is colour-coded: yellow for electricity, blue for natural gas, and light blue for water.

## Active connections by utility

A donut chart showing the distribution of your active connections across utility types. Hover over each segment to see the exact count.

## Sites map

An interactive map of Australia showing the geographic distribution of your sites. Clustered markers indicate groups of nearby sites — click a cluster to zoom in. Individual site markers can be clicked to view site details.

## Recent accounts

A quick-access list of the most recently created or viewed accounts. Click any account name to navigate directly to that account's detail page.

## Agreements expiring soon

Displays agreements expiring within the next 90 days, sorted by urgency. Each entry shows:

* Agreement name and type
* Customer name
* Days remaining until expiry
* Expiry date

A badge at the top shows the total count of expiring agreements. Click any agreement to view its full details.

## Filtering

Use the filter icon in the top-right corner of the dashboard to narrow the data displayed. Filters allow you to focus on specific accounts, utility types, or date ranges.
