Getting Started
How to log in, navigate the dashboard, and select workspaces
What This Does
The Maverick Dashboard is the central hub for managing insurance marketing campaigns. It handles the full contact pipeline — from scraping leads off Xpressdocs, filtering and verifying them, to uploading batches to Email Bison for campaign delivery.
You access it at dashboard.maverick-ins.com (production) or beta.maverick-ins.com (staging).
How To Log In
- Go to
https://dashboard.maverick-ins.com - Enter your email and password (Supabase auth)
- You'll land on the Overview page showing pipeline stats for the current pull month
If you get a blank screen or redirect loop, try clearing your browser cookies for maverick-ins.com and logging in again.
Navigating the Dashboard
The left sidebar contains all sections:
| Section | Purpose |
|---|---|
| Overview | Pipeline stats, email volume, monthly targets |
| Scraping | Xpressdocs jobs, zip assignments, pipeline runs |
| Contacts | Filtered and verified contacts, batch management |
| Campaigns | Email Bison campaigns, lead tracking |
| Leads | Interested leads, conversation threads, AI audit |
| Analytics | Revenue, ROI, campaign performance dashboards |
| Agent | AI assistant for querying data and running ops tasks |
| Settings | Workspace config, Bison tokens, user management |
Workspace Selector
The workspace dropdown at the top-left switches between clients. Each workspace maps to one insurance marketing client.
- Display names (e.g., "Gregg Blanchard") are shown in the UI
- Internal names (e.g.,
gregg_blanchard) are used in the backend - Switching workspaces reloads all data for that client
When All Workspaces is selected, aggregate data is shown across all clients.
Month Selector
Many pages have a month dropdown. Two different month semantics:
- Pipeline month (Overview, Scraping): The renewal month — contacts pulled 2 months before, emailed 1 month before. If it's March, the pipeline month is
2026-05(May renewals). - Calendar month (Analytics, Revenue): The actual current month for activity data.
Select All Months to see unfiltered data.
Theme Settings
Click the palette icon in the sidebar footer to change themes:
- Families: Midnight, Ocean, Warm, Sage
- Variants: Dark, Light
Both the dashboard and client portal share the same theme system.
Common Issues
| Symptom | Cause | Fix |
|---|---|---|
| Blank page after login | Session expired mid-navigation | Clear cookies, log in again |
| "Unauthorized" errors | JWT token expired | Refresh the page (auto-refreshes token) |
| Data not updating | Stale cache | Wait 30s or hard-refresh (Ctrl+Shift+R) |
| Wrong workspace data | Workspace selector not synced | Click the workspace dropdown and reselect |
Related Alerts
No direct alerts for login/navigation. If the dashboard itself is down, the Deploy & CI/CD module on the Status Page will show it.