🏡Home

Home Screen

The Wave Home Screen serves as the central hub for users upon logging into Wave. It provides a comprehensive overview of key metrics, recent activity, and essential tools, ensuring quick access to frequently used grids and reports.

Dashboard Overview (Top Section)

At the top of the Wave Home Screen, a dashboard displays essential insights based on the user's activity in Wave:

Total Custom Grids – The number of custom grids created.
Total Global Grids – The total number of global grids created.
Top Object Used – The most frequently accessed Salesforce object in Wave.
Total Mapped Reports – The number of reports mapped within grids.
Records Fetch – The number of record fetch in grids.

The top-right corner of the screen provides quick access to user actions and account settings:

Profile Button – Opens a user menu with account details and management options.
Take a Tour – A guided walkthrough to help users explore key features of Wave.
Upgrade (Available for free accounts only) – Allows users to upgrade their subscription plan for additional features.

Clicking the User Profile Button opens a window with the following options:

User Information – Displays the logged-in user's email address and name.
More Organizations – Allows users to manage multiple organizations:
- Click Add to link a new organization.
- If the user has added organizations, a list of linked organizations is displayed.
Multiple Org Support
Settings – Opens the Settings Screen page, where users can update preferences and configure their profile.
Logout – Logs the user out of their Wave account.

This menu provides a centralized location for users to manage their account details, organization access, and settings with ease.

Recent Grids (Middle Section)

The Recent Grids section provides a quick view of the most recently accessed grids, helping users resume work effortlessly. Each entry displays:

Grid Name
Salesforce Object
Additional Grid Details

Users can search for specific grids, matrices, or objects using the search bar, ensuring easy navigation.

Create New Grid (Action Button)

Positioned between the Dashboard Overview and Recent Grids, the "Add New" button allows users to quickly create a new grid, matrix, report and import files.

Right Panel (Subscription & Support Resources)

The right-side panel offers useful insights and resources to support users:

My Plans – Displays the number of Free and Pro members in the organization and the current subscription details.
Helpful Guide – Provides quick links to essential documentation and tutorials.
Feature Spotlight – Showcases new and key Wave features.
Your Feedback Matters – Allows users to submit feedback about their Wave experience.

This layout ensures a smooth workflow, helping users easily navigate, create grids, and manage their subscriptions.

Last updated 3 months ago