Dashboard Overview

The Dashboard is the homepage of the Energy Toolbase platform, providing a central hub for accessing a wide range of resources and features.

App Switcher: Seamlessly switch between ETB Consulting, ETB Developer, and ETB Monitor.
Dashboard Button: Return to the main dashboard.
Drop-down Menus (Each menu offers options to Create and/or View related items.):
- Leads
- Proposals
- Utility Rates
- Green Button
- Operating Schedules
- More
Search: Quickly search for leads or proposals within your account.
Help Center: Access to the Help Center for support.
ETB Developer Settings: Manage settings for Energy Use, PV, ESS, Web Proposals, and 3rd Party Integration Credentials.
User Dropdown: Manage your Profile, Company Profile, User Management, Payments, and Subscriptions.

Leads Overview: A summary of leads categorized by rating types.
Designs Created: A bar chart displaying your designs created over the past week, month, or year, broken down by equipment type.
Web Proposal Sessions: A bar chart of your weekly, monthly, or yearly Web Proposal views.
View Proposals: Access all proposals or deleted proposals. You can click directly into the Lead, Proposal, or Document for detailed information.
Account Manager Information: Contact details for your assigned account manager.
Quick Links: Instant access to frequently used sections within the Help Center.
Training Webinars: View available sessions and register for upcoming live training webinars.

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