How to navigate your Dashboard

How to navigate your dashboard

The Dashboard is your home base in Prudentia Sciences. This page provides an overview of all your active assessments and serves as a central launch point for everything on the platform.
Navigation in Prudentia is designed to be flexible. You'll find multiple ways to reach the same destination, so you can move through the platform in whatever way fits your workflow. The two primary navigational elements are the left navigation bar and the Getting Started buttons on the dashboard itself.



Getting Started buttons
The Getting Started buttons on the dashboard provide quick access to the most common actions. 

• Create new Assessment launches a guided, multi-step form to initiate a new Assessment (Prism)
• Create new Prospect opens a streamlined form to set up a new Prospect. You'll enter the company name, select a category, and upload any relevant files to get started
• See all Assessments takes you directly to your full list of active Assessments, the same destination as the Assessments icon in the left navigation bar

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Left navigation bar
The left navigation bar is always visible, no matter where you are in the platform. It contains four icons, each linking to a core product module in the platform.

• Dashboard returns you to the main dashboard: your overview of all Assessments and a launch point for key actions including creating a new Assessment, starting a new Prospect, viewing all Assessments, or reaching the Prudentia Client Success team
• Prospect takes you to a list of all active Prospects, with the option to start a new Prospect directly from this view
• Global Markets takes you to the Global Markets sourcing view, where you can explore approved and pre-approved assets across regions
• Assessments takes you to a dedicated page where you can manage all active Assessments in one consolidated view.