# Home

## ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FwLnrTGqbO6UXr0UGjWQR%2FHome%20Icon.png?alt=media\&token=d8b4d744-39ac-4665-a38e-e1dabc9f0430) **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.

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## **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:

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fc5A5gqDiE6H2RHLRqs5D%2Fimage.png?alt=media&#x26;token=09983ad0-3b3d-4e8e-8e63-875518382fc7" alt=""><figcaption><p>Dashboard Overview</p></figcaption></figure>

* **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.

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## **Navigation & User Options (Top-Right Section)**

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

* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FGuvAd4T3g2tXcEup4SdF%2FUser%20Profile%20Icon.png?alt=media\&token=c406925f-09f9-40bd-a7be-046b10054c98) **Profile Button** – Opens a user menu with account details and management options.
* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FU3KPUa7w5mCf9EWpOJzZ%2FTake%20A%20Tour%20Button.png?alt=media\&token=5b6907d2-14b4-4498-9d75-af37b2ccfe97)**Take a Tour** – A guided walkthrough to help users explore key features of Wave.
* ![](https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F1LPvwSktbc8i7J9tCsZy%2FUpgrade%20button.png?alt=media\&token=c3e7185d-4008-4893-a7d0-c4d5bc1cba5e) **Upgrade** *(Available for free accounts only)* – Allows users to upgrade their subscription plan for additional features.

### **User Profile Menu Overview**

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.

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FvfUMGSPS9UtryRY48hop%2FMultiple%20Org%20Support.gif?alt=media&#x26;token=de437699-c11a-4248-84ab-27024b6b1ac9" alt=""><figcaption><p>Multiple Org Support</p></figcaption></figure>
* **Settings** – Opens the [**Settings Screen**](https://docs.valorx.com/valorx-wave/settings/settings-screen) page, where users can update preferences and configure their profile.
* **Logout** – Logs the user out of their Wave account.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F5X7Xj1sAdKnG9vWa7iPQ%2FUser%20Profile.gif?alt=media&#x26;token=1f071621-21ca-486f-aa2f-0613a0d70d80" alt=""><figcaption><p>User Profile</p></figcaption></figure>

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

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## **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**

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FNIInvVBA0c11VKJYN0Fp%2FSearch%20and%20Open%20Grid.gif?alt=media&#x26;token=f3731b22-265d-489d-85f9-dbee57f29e04" alt=""><figcaption><p>Search grids, matrix names and object.</p></figcaption></figure>

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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FruF9QWnXQbEHtcPIAJMK%2FAdd%20New%20Button%20New.gif?alt=media&#x26;token=c642b5ae-3ef5-4f17-bc3d-21d904c092e4" alt=""><figcaption><p>Add New button</p></figcaption></figure>

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## **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.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FLrHDCSDw8vU6aVcO2nK1%2FRight%20Panel%20Feature.gif?alt=media&#x26;token=d22d377a-9c55-461a-9f7f-632b0c04ec10" alt=""><figcaption><p>Right Panel</p></figcaption></figure>

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