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The dashboard is the home screen of Terminus Hub, the first thing you see after signing in. It is not a fixed layout: which sections appear depends on how far along your account is and on whether you are an account owner or admin or a member. This page explains the setup checklist and each section, and when each one shows up.

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How the dashboard decides what to show

The dashboard adapts along two axes. Account stage. The account as a whole is in one of three stages, and everyone in it gets that stage’s layout:
  • New: no governance-model revision has been published yet. The dashboard is about finishing setup.
  • Ramping: a revision is published, but there is no activity yet. Setup remnants and early numbers share the screen.
  • Operating: a revision is published and there is activity. The dashboard leads with analytics.
“Activity” means a link click in the last 30 days, or any submission that has moved past draft. Because the click half is a rolling window, a quiet account with no post-draft submissions can drop from operating back to ramping after 30 clickless days. Your role. Owners and admins see account-wide numbers plus the operate-the-account blocks (setup, account counts, review queue, seats). Members see numbers scoped to the workspaces they belong to (those section headings say “Your”), plus a block for resuming their own work that admins never see. Everything is recomputed from live data on every visit. There is nothing to dismiss, pin, or rearrange, and no per-user layout: sections appear when they have something to say and disappear when they don’t.

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Set up your account

Owners and admins get a setup checklist on the dashboard. It tracks the six steps that get a brand-new account ready to collect campaign tags, and each step completes on its own as you do the work, so you never tick a box by hand. A progress banner reads “N% set up” and names the Next step, with a button that takes you straight there. Below it, each step is a card with a short description and a button. Once a step is complete, its button is replaced with Done and the title greys out.
1

Build your governance model

A governance model is the container for your fields, picklists, and taxonomies. Start from a template or build one from scratch (Get started). This step completes once any governance model exists in your account.See Governance models and the quickstart.
2

Add your first field

Fields are the columns your taggers fill in, like utm_source, utm_medium, and utm_campaign. This step completes once any field exists.See the tutorial for a walkthrough of adding fields.
3

Create your first taxonomy

A taxonomy combines fields into a reusable schema for one use case (for example, a “Paid social” taxonomy). This step completes once any taxonomy exists.See Taxonomies.
4

Publish your first revision

Publishing makes your structure available to submitters. Until you publish, a taxonomy cannot collect submissions. This step completes once any revision has been published.See Publish a revision.
5

Add a taxonomy to a workspace

Connect a taxonomy to the workspace where it will be used. Your account starts with a workspace named Main, so you usually just pick a taxonomy to attach. This step completes once any taxonomy is connected to a workspace.See Workspaces.
6

Invite a teammate

Add collaborators or reviewers to your account. This step completes once you have a second active member, or once you have sent at least one invitation (it counts even before the invite is accepted).See Team members and roles.

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How the checklist changes over time

  • New stage: the progress banner and the full six-step checklist.
  • Ramping stage: once a revision is published, the checklist collapses to a one-line Setup N/6 strip with a Resume setup link. The progress banner stays while steps remain.
  • Operating stage: setup is hidden entirely, even if some steps are still incomplete.
  • All six done: the banner and checklist disappear at any stage.
Completion is re-checked from live data on every visit, account-wide. Any admin’s progress counts for everyone. If you join an account that is already set up, you see the completed state, not a fresh checklist.

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The sections

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Your account

Admins only, at the new and ramping stages. Three counts: Governance models, Workspaces, and Teammates.

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Last 30 days

The KPI row, shown from the ramping stage on. Four tiles covering a rolling 30-day window: Each tile carries a change indicator against the previous 30-day window: green for up, red for down, and a plain dash when nothing changed or there is no prior data to compare. If the account had no clicks at all in the window, the row is replaced by a single “No link activity yet” card prompting you to share a link. Admins see account-wide numbers; members see their workspaces only, under the heading “Your last 30 days.” Operating stage only. The three most-clicked links of the last 30 days, each showing the short slug, its workspace, and the click count. Members see this as “Your top links.” For per-link history and everything beyond the top three, use Analytics.

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Awaiting review

Admins only, from the ramping stage. The five most recent submissions currently in review, each with a Review button that opens it. This is a shortcut, not the full queue: it shows no “and N more” count, so on a busy account check the submissions list for the complete picture. See Review and approve submissions.

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Pick up where you left off

Members only. Up to five of your most recently touched submissions that are still in draft or were rejected back to you, each with a Continue button. Rejected work lands here too, which makes this the place to catch a reviewer’s send-backs.

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Account

Admins only, from the ramping stage. A seats summary: on a plan with a contracted seat cap, how many are used with a usage bar; otherwise, the member count. A “N invites pending” badge appears while invitations are outstanding, and Manage members jumps to Members.

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Recent activity

From the ramping stage on. The six most recent tracked changes: submissions created or updated, and governance-model revisions published or updated. Each entry names who did it and when. There is no time cutoff, so on a quiet account these can be old. Members see submission activity from their own workspaces only; revision events are account-level and appear only for admins.

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Two member states

  • “Your workspace is ready.” A member of a brand-new account (nothing published, no drafts of their own) sees a single get-started card with a Browse taxonomies button instead of the usual sections.
  • “No workspace access yet.” A member who belongs to the account but to no workspace sees only this notice, whatever the account’s stage. There is no button because the fix is human: an account admin needs to add them to a workspace, from Members.

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Gotchas

  • The stage belongs to the account, not to you. A brand-new member of a long-running account lands on the operating layout on day one.
  • Setup can vanish before it is finished. Once the account is operating, the checklist is hidden even if steps remain. Invite teammates and connect workspaces from their own pages.
  • Invitations count before acceptance. “Invite a teammate” is satisfied as soon as you send an invitation.
  • Top links and activity entries are not clickable. Only the explicit buttons (Review, Continue, Manage members, the setup buttons) take you anywhere. For click-through analysis, go to Analytics.
  • The dashboard can change under you. Because everything is computed live, approving the account’s first submission visibly reshapes the home screen for everyone.