# Dashboard The Dashboard is the first page you see after logging in to the Offering Manager at . It provides a high-level overview of your offerings and their financial performance. What you see depends on your role: * **Issuer Admins** see a personalized greeting, four summary cards with aggregate metrics across your offerings, a payment-method breakdown of confirmed revenue, and a table of all offerings under your account. *** ## Issuer Dashboard When you log in as an **issuer\_admin**, the Dashboard displays a greeting under the page header (for example, “Welcome back, Jane 👋”), four summary cards with aggregate metrics across your offerings, a payment-method breakdown of confirmed revenue, and a table of all offerings under your account. ### Summary Cards At the top of the Dashboard, four summary cards display: * **Total Confirmed** — Amount of investment paid and confirmed across all offerings (in your base currency by default). * **Total Pending** — Amount of investment with orders placed but payment not yet received or confirmed (includes orders in *pending* or *processing* status). * **Total Refunded** — Amount refunded to investors across all offerings. * **Active Offerings** — Total number of offerings in your account. ### Payment Method Breakdown Below the summary cards, a breakdown chart shows confirmed (paid) revenue by payment method. For each method—bank transfer (SEPA/wire), card payments via [Checkout.com](https://www.checkout.com), crypto payments via [Coinbase Commerce](https://www.coinbase.com/commerce), direct on-chain stablecoins, or Manual—you can see: * Total amount received * Number of orders This helps you compare which rails are most popular with your investors. ### Offerings Table Below the charts, a table lists each offering with these columns: * **Offering name and status**\ The name of the offering and its current status (Draft, Active, or Closed). * **Confirmed**\ Total confirmed (paid) investment for the offering. * **Pending**\ Total pending investment awaiting payment or confirmation. * **Progress**\ Percentage and progress bar showing how much of the hard cap has been reached. * **Orders / Days left**\ Total number of orders (across all statuses, including pending, paid, refunded, and cancelled) and days remaining until the offering ends (or “Ended”). Click **View** on any offering to open its detail page, where you can: * Manage offering settings (including support for multiple blockchain networks such as EVM and Solana and configure your investor wallet policy—BYO-only, investor choice, or custodial-only via [Tangany](https://tangany.com)). * View, filter, and manually create orders (select **Manual** as the payment method). * Review offering-scoped activity in the **Audit Trail**. * Edit the investor **Invest Page** in the **Invest Page Builder** tab and configure KYC requirements (powered by [Sumsub](https://sumsub.com) or [Blockpass](https://www.blockpass.org)). ### Quick Actions * **New Offering** — Create a new token sale. * **View** — Open an individual offering’s detail page. *** ## Navigating the Admin Panel Use the sidebar to access all sections: * **Dashboard** — Overview page described above. * **Offerings** — List and manage all offerings; view details, orders, and settings. * **Investors** — View, edit, and create investor profiles; manage KYC status. * **Audit Trail** — Review platform and offering activity logs, with offering-scoped filtering. * **Partners** — Manage partner organizations and referral relationships. * **Team** — Manage team members with account access. * **Billing** — View your current plan, upgrade self-serve from Free to Professional, or contact sales for Enterprise. * **Settings** — Configure organization details, payment methods (bank transfers, card payments via [Checkout.com](https://www.checkout.com), crypto payments via [Coinbase Commerce](https://www.coinbase.com/commerce), and on-chain stablecoin payments), and KYC integrations (Sumsub and Blockpass). For full API reference, see the interactive OpenAPI spec at . --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.bitbond.com/asset-tokenization-suite/offering-manager/dashboard.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.