Overview

Dashboard

The Dashboard is the authenticated Next-Cart workspace for migration activity, purchases, project access, support, and account controls. Home opens by default immediately after sign-in, and the sidebar provides the operational routes used throughout the account.

Migrations and My Account are accordion controls

Migrations and My Account do not open pages when selected. Each label only expands or collapses its nested menu while the open view remains in place. To navigate, expand the group and then select the required child item.

Dashboard sidebar hierarchy

Sidebar item	Type	Navigation behavior	Use it to
Home	Direct destination	Opens automatically after sign-in. Selecting it from another Dashboard view returns to the default landing view.	Review migration totals, work in progress, pending Orders, visual summaries, recent activity, and quick actions.
Orders	Direct destination	Opens the account-wide Orders view.	Review and manage transaction records, linked Orders, billing states, invoices, and Order history.
Migrations	Accordion group	Expands or collapses the nested menu only. It does not leave the open view.	Reveal Demo Migrations and My Migrations.
Demo Migrations	Nested destination	Available after expanding Migrations. Selecting it opens Demo Migration records.	Create or continue limited self-service migration tests and review Demo activity.
My Migrations	Nested destination	Available after expanding Migrations. Selecting it opens purchased migration records.	Review Statistics and History, manage purchased migrations, and enter the migration workflow.
Checkout	Direct destination	Opens the migration order configuration and payment flow.	Configure and purchase a new migration or submit a Custom Service request.
My Account	Accordion group	Expands or collapses the nested menu only. It does not leave the open view.	Reveal Profile, Security, and Settings.
Profile	Nested destination	Available after expanding My Account.	Maintain personal, address, company, tax, and verified account-email information.
Security	Nested destination	Available after expanding My Account.	Manage password, passkeys, 2FA, connected sign-in methods, and login activity.
Settings	Nested destination	Available after expanding My Account.	Manage language, timezone, notifications, verified email changes, and account deletion.
Start Free Demo	Action shortcut	Opens the self-service Demo Migration setup directly.	Start Demo configuration without first opening the Demo Migrations list.
Support	Direct destination	Opens the Support Portal.	Create a request, search and filter My tickets, follow replies, or add Support to your device.
Docs	External link	Leaves the Dashboard and opens the Next-Cart Technical Documentation.	Access operational guidance for setup, migration, validation, and troubleshooting.
Contact Sales	Direct destination	Opens the Contact Sales request page.	Submit a consultation request for migration planning or service guidance.
Request a Demo	Direct destination	Opens the Request a Demo page.	Request a technician-managed Demo for custom, complex, or project-specific requirements.
Log Out	Session action	Ends the active authenticated session.	Leave the Dashboard securely when account work is complete.

Use accordion groups correctly

The two expandable groups require two separate interactions: first expose the nested menu, then select the destination for the task.

• For a self-service Demo list, expand Migrations, then select Demo Migrations.
• For a purchased migration, expand Migrations, then select My Migrations.
• For personal information, expand My Account, then select Profile.
• For sign-in and authentication controls, expand My Account, then select Security.
• For account preferences or sensitive account actions, expand My Account, then select Settings.

Selecting Migrations or My Account a second time collapses the same nested menu. This changes only the sidebar expansion state and does not navigate away from the open Dashboard view.

Migration and purchase tasks

Dashboard Home Review migration and Order signals, then choose the right shortcut or open the exact project, transaction, or support workflow that needs attention.

Orders Trace every New, Upgrade, and Extend transaction from billing state to its effect on the linked migration, including delta charges, failures, validity, and invoice evidence.

Migrations Use the Dashboard migration group correctly, then manage each purchased migration through status, capacity, linked Orders, activity, delegation, upgrades, extensions, and the correct Start path.

Demo Migrations Use Demo Migrations as a controlled evaluation space: start a limited test, inspect Statistics and History, and keep Demo evidence distinct from purchased migration activity.

Purchase a Migration Build the correct New migration purchase from migration path through Entity Points, service tier, Add-ons, and billing, then follow direct payment or Custom scoping without mixing lifecycles.

Purchase a Migration Upgrade Open an existing migration from Statistics, configure supported upward Service, Entity Points Plan, or Add-on changes, review the differential price, and verify the resulting package.

Payment Methods and Verification Choose and verify the correct settlement path, understand automated versus manual confirmation, and know when Paid unlocks Standard or Managed access or advances Custom readiness.

Delegate Access Share a purchased migration without sharing credentials: invite the right collaborator or support specialist, revoke access, and trace delegated actions through History.

Support and account controls

Support Tickets Create a request in the Support Portal, search and filter My tickets, follow replies, and add Support to your device.

Profile Keep billing and ownership data accurate by maintaining personal, address, company, and tax details while using the verified workflow for account email changes.

Security Harden sign-in and investigate suspicious access with passkeys, password controls, 2FA, Backup Codes, connected identities, and recent login evidence.

Settings Keep account behavior aligned with your operating context by controlling language, timezone, notifications, verified email changes, and account deletion.

Account Security Best Practices Reduce credential and access risk throughout the migration lifecycle by hardening sign-in, controlling delegated or temporary access, reviewing activity, and cleaning up after completion.

Choose the right Dashboard quick action

The three quick actions serve different customer intents.

Dashboard action	Use it when	Result
Contact Sales	You are planning a migration or are unsure which service fits.	Opens the Contact Sales form so you can provide store, platform-pairing, estimated-volume, and project details for guidance.
Request a Demo	The project has special requirements, unsupported custom entities, or project-specific needs that require hands-on evaluation.	Opens the Request a Demo form so a Next-Cart technician can review the project context and arrange a hands-on Demo Migration.
Start Free Demo	You are ready to configure a self-service Demo Migration immediately.	Opens the self-service Demo configuration directly, bypassing the longer sequence of expanding Migrations, selecting Demo Migrations, and starting a new Demo from that view.

For the detailed Home signals and quick-action forms, use Dashboard Home.

Next Steps

Open Dashboard Home when you need the default account overview. Use Migrations when you need the correct Demo or purchased-migration entry path. Open Support Tickets when a blocked task requires Next-Cart assistance.