This article explains the Mio© Dashboard and where various items / information can be found within it.
Upon logging in for the first time, you will be presented with the below Dashboard.
The numbers depict navigational items, whereas the letters pertain to M&A Projects.
1. Navigation bar
In most cases, there will not be any options available here. If additional items are available, they will range from being able to switch between Financial Lines Products and M&A Projects, Team management for Financial Lines Broker managers, and more. Should you have access to any of these, you will also have access to the underlying documentation further explaining them.
Clicking on your initial displayed will allow you to log off of the platform.
3. Service Center Link
This link on various pages will bring you to documentation article(s) associated with the area you are currently in, such as this article if you are in the dashboard.
4. New Projects
Click on the New Project button to create a New M&A Project. For more information, please see:
A. Projects Area
Once Projects are created, they will appear here - see below screenshot of a session populated with projects for further information.
B. Projects Search bar
Existing Projects can be searched here. Type in a few letters or any portion of a project name to find a specific project. You also have the ability to filter projects by stage, and to sort them by Creation Date, Modified Date, Stage and Name.
C. Grid v. Table View
The default view for projects is the grid view. In this view, all projects occupy a tile or card, with their color depicting the stage within which each project is. The List view is better suited for larger numbers of projects, in order to view more project details in a single view, as a list. Both are represented below:
D. Cards or Rows per page
The default value for Cards per page in the Grid view or Rows in the Table view is 12. You may however choose larger
For more information on M&A Projects, please see our How to Mio© Series of articles