Dashboard

The Dashboard is the homepage of the Energy Toolbase platform. It serves as the jumping-off point to access different types of resources.

Sections of the Dashboard:

• Top-Navigation: Drop-down menus: 'Leads', 'Proposals', Utility Rates', and 'More'. Each of these menus provides the ability to Create and/or View all. Personal Access: 'My Profile’ & additional platforms
• Top-Navigation: Icons: dashboard: returns to the dashboard from anywhere on the platform; settings icon: company settings.
• Leads Overview: summary of ‘Leads’ by rating types
• View Proposals: displays all proposals or deleted proposals. Users can click directly into the ‘Lead,’ ‘Proposal’ or ‘Document.’
• Quick Links: jump directly into our most common sections within the Help Center.
• Training Webinars: see availability and register for an upcoming live training webinar.
• ETB Updates: Twitter feed where we post messages, notifications, and outage reports, specifically intended for currently active users of Energy Toolbase.