---
title: Understanding the Dashboard
description: "Manage your NetSource Configurator subscription via the Dashboard: view active plans, track usage limits, compare features, and check billing status."
---

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1. [NetSource Shopify Apps](https://shopify-apps-kb.nsource.com/shopify-apps-kb?hsLang=en)
2. [Configurator](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en)
3. [Getting Started](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#getting-started)

# Understanding the Dashboard

## The NetSource Configurator Dashboard is the central hub for monitoring your subscription, tracking product and quote activity, reviewing revenue analytics, and identifying price discrepancies — all in one place. 

### Overview

The Dashboard is the home screen of the NetSource Configurator app. It gives you a real-time operational snapshot of your store's configurator activity, including your subscription status, product and quote counts, revenue metrics, and price sync health.

### Subscription Banner

When you first open the Dashboard, a banner at the top tells you about your subscription state:

- **Trial banner** — If you are in your 14-day free trial, a warning banner shows how many days remain and includes a **Manage Billing** button to upgrade before the trial expires.
- **No active subscription banner** — If you have not yet selected a plan, an informational banner prompts you to **Choose a Plan**.

### Current Plan Card

Below any banner, a summary card displays:

- **Plan name** — The name of your current plan (e.g. Starter, Advanced, Premium, Unlimited).
- **Status badge** — Shows **Active** (green), **Trial** (yellow), or **Inactive** depending on your subscription state.
- **Manage Billing button** — Takes you directly to the Billing page to upgrade, downgrade, or cancel.

### Revenue Analytics

If revenue data is available (requires at least one purchased quote within the last 30 days), a **Revenue Analytics** card appears with five key metrics:

| Metric | Description |
| --- | --- |
| **Total Purchased Revenue** | The total dollar value of all purchased quotes, with the number of orders shown below. |
| **Avg Quote Value** | The average value across all quotes (not just purchased). |
| **Avg Purchased Value** | The average value of purchased quotes only. |
| **Total Discounts Given** | The sum of all discounts applied across all quotes. |
| **Configuration vs Default** | The percentage difference between configured totals and default product totals — shows how much value the configurator adds. |

A **View Full Reports** link in the card header takes you to the detailed Reports page.

**Plan requirement:** Revenue Analytics data is populated from submitted and purchased quotes. If no quotes have been submitted yet, this section will not appear.

### Summary Cards

Three summary cards are displayed side by side, giving you an at-a-glance view of the three core areas of the app:

#### Configurator Products

- **Active Products** — The number of configurations currently live on your storefront.
- **Archived** — The number of configurations you have archived (data preserved but not visible to customers).
- **View Products** button — Takes you to the Configurator Products page.

#### Configurator Quotes

- **Total Quotes** — The total number of quotes across all statuses.
- **Submitted** — Quotes awaiting your review (blue badge).
- **Working** — Quotes you have started reviewing (yellow badge).
- **Finalized** — Quotes you have finalized and sent to the customer (green badge).
- **View Quotes** button — Takes you to the Quotes page.

#### Price Sync

- **Products with Drift** — The number of configurable products that have at least one item where the configurator price differs from the current Shopify price. Shown in red if drift exists.
- **Total Drifted Items** — The total number of individual items with price discrepancies.
- If all prices are in sync, a green **"All prices are in sync"** message is displayed.
- If drift exists, a **"Needs Attention"** warning badge appears on the card header and the button reads **Review Price Drift**. Otherwise, the button reads **View Price Sync**.

### Quick Navigation

Every card on the Dashboard includes a button that takes you directly to the relevant section of the app — Products, Quotes, Price Sync, Billing, or Reports — so you can act on what you see immediately.

- [Configurator](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#main-content)
  
  
  
  
  
    - [Getting Started](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#getting-started)
    - [Billing & Plans](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#billing-plans)
    - [Products & Configurations](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#products-configurations)
    - [Quotes & Quoting](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#quotes-quoting)
    - [Reports & Analytics](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#reports-analytics)
    - [Conflict Resolution](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#conflict-resolution)
    - [Price Sync](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#price-sync)
    - [Settings](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#settings)
    - [Troubleshooting](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#troubleshooting)
    - [Video Guides](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#video-guides)
    - [Privacy Policy](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator?hsLang=en#privacy-policy)
- [Configurator Marketing Automation Add-on](https://shopify-apps-kb.nsource.com/shopify-apps-kb/configurator-marketing-automation-add-on?hsLang=en)

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