Dashboard
When to use this screen
Trader home: balances, KPIs, consistency, rules, payout ring, today, gauges, profit trend, trades, coach strip, calendar card. Empty state pushes Plans. Overlay if they have no broker accounts.
Who can open it / who to ping
Every trader. Superusers never stay here (redirect to admin settings). Support: sit with their session or follow impersonation policy.
Find the record
Rail Dashboard → /dashboard/.
Happy path
- If they see the Get Funded overlay, they have no broker account — send them to Plans, not Payouts.
- If numbers look stale, they should switch account in the top bar and wait; then ping support to check Accounts Management sync.
- Compliance/todos also appear on Messages — do not ignore badges.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Get funded CTA | No accounts | Goes to Plans |
| Coach strip / calendar card | Shortcuts | Coach / News |
If this fails
- Superuser: redirected away.
- Overlay blocking scroll: expected until they buy/activate an account.