Dashboard Overview
The Dashboard is your central command center in Umbrella. It provides real-time insights into the performance of your protection plans and claim resolution activity.
Key Metrics
Each of the primary performance indicators is displayed at the top of the Dashboard:
- Warranties Sold
The number of protection plans successfully sold during the selected time period (Week, Month, or Year). - Claims Approved
Total number of claims that have been approved and resolved during the current time frame. - Claims Denied
Number of claims reviewed and marked as ineligible for resolution. - Warranties Revenue
The total dollar value generated from protection plans sold — this reflects gross plan revenue before claims. - Claims Cost
Total cost associated with approved claims — whether reshipments, repairs, or gift cards. - Net Profit
Revenue from protection plans minus claim costs. This gives you a clear view of the margin generated by your warranty program.
Setup Progress
At the top of the page, you’ll also see a Setup Tutorial progress bar. This helps you complete the four key steps to go live:
- Connect your store
- Embed widgets on your website
- Create a plan
- Test the customer experience
Pending Claims
At the bottom of the dashboard, a table lists any claims that are awaiting your review. For each claim, you'll see:
- Customer name
- Protection plan used
- Value of the claim
- Order and claim date
- Quick access to the full claim details
This section updates automatically as customers submit claims.