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Navigating your dashboard

An overview of your Med Sales Hub dashboard, key sections, and the actions you can take from it.

Your dashboard is where you'll spend most of your time on Med Sales Hub. It's designed to give you a snapshot of what's happening, what needs your attention, and how to take action.

For medical practices

Your dashboard is organized into these key sections:

• Notification bell (top right) — Shows a red dot when you have new activity: rep responses, new messages, meeting reminders

• Recent meetings — Shows upcoming and recently completed meetings with status pills (Confirmed, Needs match, Completed, Cancelled)

• Providers — Quick access to your provider roster

• Meetings — Full calendar of past and upcoming meetings

• Messages — Direct messages from reps in your network

• Settings — Practice profile, availability, and account settings

For sales reps

Your dashboard is organized into these key sections:

• Statistics — Snapshot of your meeting activity: accepted meetings, pending invitations, practices in your network, and meetings this month

• Upcoming meetings and invitations — Your next confirmed meetings and any invitations awaiting your response. Accept or decline invitations directly from this widget

• Profile — Quick view of your profile completion status

• Calendar — Full view of your meeting schedule

• Invitations — All active and past invitations

• Messages — Direct messages from practices and other reps

• Network — All the practices you've been matched with

• Settings — Profile, plan, and account settings

Key actions from your dashboard

• Accept or decline an invitation — Click the invitation in your dashboard widget or on the Invitations page

• Update your profile — Click Profile in the sidebar or use the quick-edit link on your dashboard

• Change your plan — Click Settings, then Plan (reps only)

Notifications

Your notification bell shows a red dot when there's something new. Click the bell to see recent activity. Email notifications are also sent for important events like new invitations, cancellations, and messages.

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