# Dashboard and readiness

> Understand readiness, recommended actions, business totals, and public links.

Language: en-US. Product guide: https://customer.help/help/dashboard/.

Reviewed by Customer Help Product Support on July 23, 2026. Verified for release 2026.07.

<span id="portal-dashboard"></span> The Dashboard summarizes the business setup and shows up to three useful next actions. It does not save settings and it is not a publication switch.

## What needs your attention

The primary action opens the highest-priority incomplete area. When core setup is complete it becomes **Review brand pages**. The stat tiles show:

| Tile | Meaning |
| --- | --- |
| **Brand pages** | Number of customer-facing brand configurations. |
| **Locations** | Number of saved locations customers can contact. |
| **Listings** | Ready Google-connected locations versus total, or **Not connected**. Warnings mean at least one listing needs review. |
| **Billing** | Current subscription status, or **Not connected** when billing has not been set up. |

## Customer page readiness

Readiness is the percentage of current checklist essentials marked complete. **Essentials complete** is the completed count and total count. It is a progress aid: a public page may be available before the score reaches 100%, and optional features can remain incomplete without hiding it.

## Recommended next steps

Each item includes a group, title, explanation, and destination. Selecting it moves to that Portal area. **Done** means the related setup is complete. If the panel says the essentials are ready, periodically review public links, billing, and time-sensitive information.

## Public links

One link appears for each brand. **Open** visits the current customer-facing path. Test links after renaming the company page link, brand ID, or brand page path, because bookmarks and external links to an old path may stop working.

## Field reference

### Primary action

Readiness reflects the business's saved settings and cannot be edited on the Dashboard. Selecting an item opens the relevant setup area without changing anything.

### Readiness progress

This percentage reflects the setup checklist. Refresh the page after a successful save if the total has not updated.

### Listing readiness

This reflects Google Business Profile only. Bing Places and Apple Business Connect show **Coming later** and cannot be connected yet.

### Billing status

A completed checkout or feature change can show **Pending** briefly. Wait until Billing shows the confirmed status before relying on the change.

## Permissions, billing, and visibility

The Dashboard is for Administrators. Chat-only users land in Inbox. Opening a recommended action has no billing effect, but adding a location or enabling an optional feature can change the subscription. Dashboard totals are visible only in the Portal; **Public links** open pages customers can visit.

## Troubleshooting

- **Counts are wrong:** refresh after the save finishes and confirm the item is not inactive.
- **Listings says Not connected:** open Listings and connect the Google account that manages your locations.
- **Billing says Not connected:** open Billing to start checkout. If the action is unavailable, [contact support about the unavailable billing action](/help/reference.md#reference-support).
- **A public link is missing:** add and save a brand page first.