Metric Cards
The top row of the dashboard shows live counts across your entire RecordEngine instance:| Card | What it counts |
|---|---|
| Pending Review | Documents currently in Needs Review or Missing Info status — your active work queue |
| Ready | Documents verified and marked Ready, waiting for final approval |
| Approved | Documents formally approved and locked |
| Exported | Documents that have reached Export status and triggered the outbound webhook |
| Exceptions | Documents in Exception status — flagged by the AI, a rule, or a reviewer for attention |
| Total Documents | All documents in the system across all statuses |
14-Day Upload Trend Chart
The bar chart shows document upload volume over the past 14 days. Each bar represents one day — hover over a bar to see the exact count for that date. Use this chart to:- Spot periods of unusually high or low volume
- Confirm that automated upload pipelines (email intake, API uploads) are running as expected
- Identify days where a backlog may have built up
Confidence Distribution
Below the trend chart, a breakdown shows how your recent documents are distributed across confidence bands:- 🟢 High (90–100)
- 🔵 Good (70–89)
- 🟡 Low (50–69)
- 🔴 Poor (0–49)
- The extraction profile doesn’t match the document format well — consider creating a custom profile
- Document quality is low — encourage senders to scan at higher resolution
- A new document type is entering the system that needs its own profile
Recent Activity Feed
The right side of the dashboard shows a real-time log of recent actions across the system — uploads, status changes, approvals, rule triggers, and webhook deliveries. This gives a team-level view of what’s happening without needing to open the full Audit Log.Quick Actions
The dashboard includes quick-action buttons for the most common tasks:| Button | What it does |
|---|---|
| Upload Document | Opens the Upload page directly |
| New Contact | Opens the New Contact form |
| View Pending | Jumps to the document list filtered to Needs Review |
| View Exceptions | Jumps to the document list filtered to Exception |
Using the Dashboard for Daily Workflow
A practical daily workflow using the dashboard:Check exceptions first
Click the Exceptions card. Review any flagged documents — these were automatically identified as needing attention by the AI or a Rules Engine rule.
Work through pending review
Click Pending Review. Sort by confidence score (lowest first) to tackle the most uncertain documents while you’re fresh. High-confidence documents at the end can often be batch-approved quickly.
Batch approve the ready queue
Click Ready. Select all and batch-approve if the documents have been pre-vetted. This moves them to Approved and prepares them for export.