> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recruitier.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Dashboard

> Understand your Recruitier dashboard, track recruitment activity, and start each day with the right priorities.

## Dashboard Overview

The dashboard is your home screen in Recruitier. It provides a snapshot of your recruitment
activity, subscription status, and quick access to the actions you perform most frequently.
Every time you log in, the dashboard gives you the information you need to prioritize your
day.

The dashboard layout is the same for all users, regardless of your chosen account goal. It
provides a consistent overview of your recruitment metrics, recent activity, active work,
and subscription status.

## Stats Cards

At the top of the dashboard, you will find summary cards that display your key metrics at
a glance:

<CardGroup cols={2}>
  <Card title="Credits" icon="credit-card">
    Shows how many AI credits you have left in the current billing period. Also displays
    the total credits included in your plan for context. Trial users start with 100 credits
    (plus bonus credits from completing the guided tour).
  </Card>

  <Card title="Time Saved" icon="clock">
    Displays an estimate of the time Recruitier has saved you through automation, AI
    matching, and streamlined workflows. This helps you quantify the platform's impact on
    your productivity.
  </Card>

  <Card title="Outreach Steps" icon="circle-check">
    Shows the number of outreach flow steps you have completed. This includes emails sent,
    LinkedIn messages composed, and other outreach actions across all your active flows.
  </Card>

  <Card title="Clients" icon="building">
    Indicates how many companies you have added to your client pipeline. This includes
    companies at any status stage: Prospect, Contacted, Meeting, Won, or Lost.
  </Card>

  <Card title="Active Candidates" icon="users">
    Shows the number of candidates you are currently managing. This counts candidates with
    active profiles that you have uploaded and are working with.
  </Card>
</CardGroup>

These numbers update in real time as you use the platform -- no page refresh needed.

## Credit Usage

The dashboard includes a credit usage section that helps you understand your consumption
pattern:

* **Current period usage** -- A visual representation of credits used versus credits
  remaining for the current billing cycle
* **Period dates** -- Shows when the current billing period started and when credits will
  refresh
* **Usage trend** -- Helps you gauge whether you are likely to run out of credits before
  the next refresh

Understanding your credit consumption is important. Job searches are free, but
retrieving contacts costs credits:

| Action                                 | Credits |
| -------------------------------------- | ------- |
| AI message generation (free tier only) | 1       |
| Smart search (contact discovery)       | 10      |
| Lusha email-only lookup                | 15      |
| LinkedIn contact search                | 50      |
| Lusha full contact lookup              | 60      |
| All job searches (LinkedIn/Indeed/AI)  | Free    |

<Tip>
  If you consistently use all your credits before the period ends, consider upgrading your
  subscription plan for a higher credit allocation. Pro plans include 1,500 credits per
  period. Agency plans include 5,000 credits per seat. You can compare plans on the
  [Subscription page](/billing/managing-subscription).
</Tip>

## Subscription Information

The dashboard displays your current subscription details:

* **Plan type** -- Free Trial, Pro Monthly, Pro Quarterly, Pro Yearly, Agency Monthly,
  Agency Quarterly, or Agency Yearly
* **Trial status** -- If you are on a free trial, the dashboard shows which phase you are
  in and how many days remain
* **Billing status** -- Whether your subscription is active, trialing, or cancelled

<Note>
  During Phase 1 of the free trial (days 1-7), you have full access without providing
  payment information. At the start of Phase 2 (day 8), you will be prompted to add a
  credit card to continue. The trial timer starts at email verification, not registration,
  so your countdown is accurate from the moment you actually start using the platform.
</Note>

## Activity Section

Below the stats cards, the dashboard is divided into sections that give you a complete
view of your recruitment activity.

### Activity Feed

The unified action feed shows your recent activity across the platform. This includes:

* **New job matches** -- Notifications when monitored searches find new listings that
  match your criteria
* **Candidate match updates** -- When the AI finishes scoring jobs for a candidate,
  you see the results here
* **Client search alerts** -- If you have saved client searches with notifications
  enabled, new matching companies appear in the feed
* **Outreach status changes** -- Updates when emails are sent or outreach flow steps
  complete
* **Team activity** -- If you work in an agency, relevant actions from team members may
  appear here

The activity feed is chronologically ordered with the most recent events at the top.
Events are delivered in real time via SSE, so new items appear without refreshing the page.

### Outreach Analytics

Next to the activity feed, the dashboard includes an outreach analytics chart that
visualizes your outreach performance over time. This helps you track the volume and
effectiveness of your outreach campaigns at a glance.

### Active Workspace

The active workspace section displays your current in-progress work, including active
searches, ongoing outreach flows, and candidates you are actively working with. This
gives you quick access to the items that need your attention right now.

## Subscription and Recent Activity

At the bottom of the dashboard, you will find:

* **Recent activity** -- A secondary view of your latest actions and events
* **Subscription card** -- A summary of your current plan, billing status, and credit
  balance, with a link to the Subscription page for managing your plan

## Onboarding Progress

If you have not completed the onboarding checklist, a floating widget appears in the
bottom-right corner of your screen. This widget tracks your progress through the key
first-time actions:

* **Progress bar** -- Shows your completion percentage across all 7 onboarding steps
  (4 universal + 3 goal-specific), with each step worth approximately 14%
* **Step counter** -- Displays your progress as a fraction (e.g., "3/7")
* **Step checklist** -- Lists all steps with their completion status and links to the
  relevant platform sections

The widget can be expanded or collapsed. When all steps are done, you can dismiss it.
You can also dismiss it early if you prefer to explore on your own -- a confirmation
dialog asks you to confirm before dismissing.

<Info>
  The onboarding checklist is a floating widget, not embedded in the dashboard itself.
  It appears on top of every page until you dismiss it or complete all steps. You can
  restart the tour from the widget, or restart the entire onboarding from Settings.
</Info>

## Using the Dashboard to Prioritize Your Day

Here is a practical approach to using your dashboard each morning:

1. **Check credits** -- Make sure you have enough credits for contact retrieval. Job
   searches are free, so you can search as much as you want. Credits are only needed
   for retrieving contact persons and generating messages on the free tier.

2. **Review new matches** -- Look at the new job matches notification. Focus on excellent
   matches first, as these represent the best placement opportunities.

3. **Check client alerts** -- If you have saved client searches, review any new companies
   that appeared. These are timely leads that benefit from fast outreach.

4. **Continue outreach** -- Use the activity feed to see which outreach sequences need
   attention. Check for responses that need follow-up.

5. **Update pipeline** -- If you had meetings or calls yesterday, update your client
   pipeline statuses while they are fresh in your mind.

<Tip>
  Make it a habit to spend the first 5-10 minutes of your workday reviewing the dashboard.
  The combination of new matches, client alerts, and outreach updates gives you a clear
  picture of where your attention is most needed.
</Tip>

## Customization

The dashboard layout follows a consistent structure for all users. If you have not yet
created any searches, the dashboard will show prompts encouraging you to start. As you
build up your pipeline of candidates, searches, jobs, and companies, the dashboard fills
with increasingly useful real-time data.

## Advanced

### Real-Time Updates via SSE

The dashboard receives real-time updates through Server-Sent Events (SSE). This means
stats cards, activity feed items, and notifications appear instantly without page refreshes.
The technical flow is:

1. When you load the dashboard, your browser establishes a persistent SSE connection
2. The server sends a heartbeat every 15 seconds to keep the connection alive
3. When an event occurs (search complete, match found, etc.), it is pushed to your browser
4. The dashboard UI updates in place without a full page reload

If the SSE connection drops (due to network interruption, sleep mode, etc.), it
automatically reconnects. Any events that occurred during the disconnection are stored in
Redis and delivered once the connection is re-established.

<Note>
  Only one SSE connection is maintained per user. If you open Recruitier in a second
  browser tab, the new tab takes over the SSE connection and the previous tab's connection
  is closed. You will still see updates in both tabs, but real-time events are delivered
  to the most recent connection.
</Note>

### Notification Event Types on the Dashboard

The dashboard activity feed shows a subset of Recruitier's 30+ notification event types.
The most common ones displayed include:

| Event                   | What Triggers It                                         |
| ----------------------- | -------------------------------------------------------- |
| Search completion       | A job search finishes processing results                 |
| Match results ready     | AI scoring for a candidate completes                     |
| Contact details found   | New email or phone discovered for a company              |
| Outreach step completed | An email is sent or a flow step finishes                 |
| New jobs found          | A monitored search finds new listings since the last run |

Each event appears as a card in the activity feed with a timestamp, summary, and quick
action link.

## Related

* [Choosing Your Goal](/getting-started/choosing-your-goal)
* [Guided Tour](/getting-started/guided-tour)
* [Credits](/billing/credits)
* [Notifications](/settings/notifications)