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Home Screen for Wave Browser Extension

Home Screen

The Wave Home Screen serves as the central hub for users upon logging into Wave. It provides an 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 key metrics based on the user's activity in Wave. The tiles shown depend on the user's activity, and may include:

Total Custom Grids – The number of custom grids created.
Total Global Grids – The total number of global grids created.
Number of Saved Records - The total number of saved records.
Top Object Used – The most frequently accessed Salesforce object in Wave.
Total Mapped Reports – The number of reports mapped within grids.
Total Import – The total number records imported.
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 the user menu with account details and management options.
Take a Tour – A guided walkthrough to help users explore key features of Wave.
Upgrade – Allows users to upgrade their subscription plan for additional features. (Visible to Free Subscription users only)

Clicking the User Profile Button opens a menu 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.

Recent

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

Icon – Indicates the type of grid or matrix.
Name – The name of the grid or matrix.
Object – The related Salesforce object.
Details – Additional information, such as grid type or last modified details.

Hovering over a row reveals the Last Modified and Owner details. If the row is a matrix, Edit and Delete actions are also displayed.

Search

Use the search bar to find specific grids, matrices, or objects by name.

Add New Button

The Add New button is positioned between the Dashboard Overview and Recent Grids sections. It allows users to quickly create a new grid or matrix, map a report, or import files.

Right Panel

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.