Dashboard Overview
After you sign up and finish onboarding, Flo opens the Dashboard at /dashboard. This is your control center: revenue and traffic at a glance, quick links into the Builder, and the sidebar for everything you sell and grow.
This guide maps the layout, every sidebar destination, and each tile on Overview so you know what is real data versus a shortcut.
Overview is not a setup wizard
The home screen shows live metrics and shortcuts. It does not track whether you finished publish or Flo Payments. Use the checklist at the end of this page for a sensible first-week path.
Dashboard layout
On desktop, the creator app has three regions:
| Region | What it is |
|---|---|
| Left sidebar | Navigation, plan badge, View my page, Sign out, collapse toggle |
| Top bar | Breadcrumb for the current section, Search… (command palette), profile menu, notifications |
| Main area | Page content — Overview on /dashboard, or the screen for Builder, Products, etc. |
On smaller screens the sidebar collapses; the top bar search and profile menu stay available on supported breakpoints.
Command palette (quick jump)
Click Search… in the top bar or press ⌘K (Mac) / Ctrl+K (Windows/Linux). The palette lists:
- Overview, Builder, and every enabled sidebar item
- Settings sections (Profile, Page & domain, Flo Payments, Billing, and more)
- Help
Type to filter, then press Enter to open a destination. Disabled items (for example Automations) do not appear because they are not available yet.
Sidebar footer
| Control | What it does |
|---|---|
| View my page | Opens your public Flo page (https://myflo.link/yourname) in a new tab — same URL as Your Flo page |
| Sign out | Ends your creator session |
| Collapse | Shrinks the sidebar to icons (preference is remembered in the browser) |
Your plan badge (Free, Creator, Pro, Studio) sits at the top of the sidebar. Upgrade paths live under Settings → Billing.
Sidebar navigation
Paths below match the app (dashboard-nav-config.ts). Items marked Soon are visible but not clickable.
Standalone
| Label | Path | Purpose |
|---|---|---|
| Overview | /dashboard | Home metrics and shortcuts (this page) |
| Builder | /dashboard/builder | Edit and publish your Flo page |
Monetize
| Label | Path | Purpose |
|---|---|---|
| Products | /dashboard/products | Digital downloads, physical products, pricing |
| Courses | /dashboard/courses | Course curriculum, pricing, enrollments |
| Bookings | /dashboard/bookings | Session offers, calendar, appointments |
| Memberships | /dashboard/memberships | Tiers, Fan Hub, member billing |
Bookings and Memberships require Creator or higher. On Free, those rows show a lock and link to upgrade.
Audience
| Label | Path | Purpose |
|---|---|---|
| Subscribers | /dashboard/subscribers | Email list (pending vs subscribed) |
| Broadcasts | /dashboard/broadcasts | One-off emails to subscribers or members |
| Automations | /dashboard/automations | Soon — not available yet; use manual Broadcasts |
Grow
| Label | Path | Purpose |
|---|---|---|
| Analytics | /dashboard/analytics | Deeper traffic, blocks, revenue, UTM (history window depends on plan) |
| Wallet | /dashboard/wallet | Flo Payments balance, payouts, transaction history |
Portal
| Label | Path | Purpose |
|---|---|---|
| Fan Hub | /dashboard/fan-hub | Fan-facing portal tools and fan list |
Account (bottom of sidebar flow)
| Label | Path | Purpose |
|---|---|---|
| Settings | /settings | Profile, page domain, Flo Payments, branding, billing |
| Help | /help | Support and product help |
Overview page (/dashboard)
Overview is the default landing screen after login. Sections stack top to bottom; on large screens some tiles sit in a two-column bento grid.
AI writing nudge (optional)
If you have not set a niche on your profile, a banner may appear:
Flo can write your bio, product descriptions, email subjects, and more — powered by AI.
Try it on your bio → opens Settings → Profile. Dismiss stores a preference in your browser so it does not return on that device.
Greeting and 30-day KPIs
The greeting card shows your local date and time (from Settings → Profile → Timezone), a time-of-day headline (Good morning, Good afternoon, etc.), and a link to https://myflo.link/yourname when your handle is set.
Four KPI tiles summarize the last 30 days versus the previous 30 days (percent change under each value):
| KPI | Meaning |
|---|---|
| Revenue | Paid order revenue (USD) |
| New subs | New email subscribers (confirmed list growth) |
| Page views | Views on your published Flo page |
| New fans | New fan profiles linked to your creator account (portal/login identities — not the same as email subscribers) |
For full charts and breakdowns, open Analytics or Wallet.
Earnings hero
The large Earnings card is your revenue command center:
| Control | Behavior |
|---|---|
| Period tabs | 7d, 30d, 90d, YTD, All — switches totals and chart |
| Compare to previous period | Overlays the prior window on the chart (equal length) |
| Headline total | Revenue for the selected period (animated count-up when Flo Payments is active) |
| Sub-stats | Orders, new subscribers, conversion (orders ÷ page views in that window) |
| Payout hint | See Wallet for payout schedule when payments are active; otherwise Set up Flo Payments to get paid |
Until Flo Payments is Active, the dollar total shows — even if you have free conversions.
Conversion boosts (Creator+)
If your plan includes order bumps and upsells and you have attach/accept data in the last 30 days, an extra panel may show:
- Extra revenue from bumps & upsells (dollar total)
- Bump attach rate and Upsell accept rate
Configure bumps/upsells in the Digital download block checkout settings. See Products overview when that guide is available.
Today’s pulse
Today’s pulse is a live-style feed of recent purchases (up to the five latest charges Flo can load from your payments account).
| State | What you see |
|---|---|
| Flo Payments not ready | Set up Flo Payments to see live sales in your pulse. |
| Ready, no sales yet | No sales yet — your next one will show up here. |
| Ready, with sales | Obfuscated buyer email, product name, amount, time ago |
See all activity → opens Wallet for the full ledger.
The green LIVE badge means the feed is connected to payments — not that a sale happened in the last minute.
Top products · 30d
Ranked list of products by purchase revenue in the last 30 days:
- Rank, name, delivery type subtitle (for example Digital product, Course)
- Mini 7-day sparkline per row
- Rank change vs the prior 30-day window (New, ▲ N rank, ▼ N rank)
Empty state: No product sales in the last 30 days yet…
View all → Products.
Send to subscribers
Quick broadcast draft panel. The heading shows Send to plus your current subscriber count (for example Send to 42 subscribers).
- Text area (max 800 characters) and idea chips to fill the draft
- Schedule and Image → Broadcasts → New (full composer)
- Send now — does not send email from Overview. It clears the box and shows a toast: Broadcast queued · opens Broadcasts to finish scheduling. Always finish sending under Dashboard → Broadcasts.
That count is your active subscribed email audience.
Next up
Next up is a local checklist (three sample tasks with due pills: today, tomorrow, this week). Checking items only updates this browser session — it is not synced to Flo’s servers and not tied to real inbox or analytics tasks.
Use it as a personal pin list, or ignore it and track work in your own tool.
Where they came from
Donut chart of page view traffic sources for the last 30 days, bucketed from UTM data:
Direct, Instagram, TikTok, X, Google, Other
Hover a segment or legend row for percentage detail. Center label shows total views (or the hovered slice).
Add utm_source (and related params) to links you share for cleaner attribution — see Analytics overview for depth.
Page footer
Small print at the bottom:
- Flo · plus your timezone offset (from Settings → Profile)
- All systems normal — generic status indicator, not a per-account health check
Recommended first-week path
Flo does not mark these complete on Overview — work through them in order when you are new:
Publish your Flo page
Dashboard → Builder → Publish. Confirm
myflo.link/yournamein a private window.
Publish your first pageConnect Flo Payments (before paid offers)
Settings → Flo Payments → Active earnings account.
Connect paymentsCreate one offer
Match your goal: Products, Courses, Bookings, or Memberships — then wire a block in the builder.
Share with UTMs
Post your link with
?utm_source=instagram(or similar) so Where they came from reflects real campaigns.Check Overview weekly
Scan KPIs, Top products, and Wallet; send broadcasts from Broadcasts when you have subscribers.
Common questions
| Question | Answer |
|---|---|
| Why is revenue — on Overview? | Flo Payments is not Active yet — complete setup under Settings → Flo Payments |
| Why don’t New subs match Send to N subscribers? | KPI counts last-30-day signups; broadcast title uses current active subscribed count |
| Automations is greyed out | Feature is coming soon (SOON badge); use Broadcasts |
| Overview vs Analytics | Overview = snapshot + shortcuts; Analytics = filters, block leaderboard, UTM tables (see Analytics overview for plan windows) |
| Where do I edit my page? | Builder, not Overview |
| Can I change my handle here? | No — Settings → Page & domain shows it read-only; pick handle at sign up |
What's next?
- Quick start — fastest path to live + first conversion
- Publish your first page — Draft vs Live
- Your Flo page — URL, visibility, SEO
- Connect payments — Active earnings account
- Flo Payments — fees, payouts, settlement
- Analytics overview — beyond the Overview donut
- Wallet — balances and payout schedule