Dashboard Home

Dashboard Home

Home is the default Dashboard landing view. It summarizes migration activity and gives you direct shortcuts into common pre-migration and support workflows.

Detailed transaction and invoice evidence remains in Orders. For Demo or purchased migration work, expand Migrations and select the required nested destination. For Profile, Security, or Settings, expand My Account and select the required nested destination.

Home is a routing and attention view

Use Home to identify what needs attention and choose the correct next action. Open the underlying Order, migration, support case, or account control when you need detailed evidence or configuration.

Review migration activity

The Home view can surface these account-level signals.

Dashboard area	What it helps you review
Total Migrations	The total migration records associated with the signed-in account.
Active Migrations	Migration records in an active state.
In Progress	Migration activity that has started and has not reached its final state.
Pending Orders	Orders that still require payment, approval, or other commercial attention.
Migrations by Data Type	A visual summary of migration activity across data types.
Migrations by Platform	A visual summary of migration activity by platform relationship.
Recent Activities	Recent migration paths, Services, and activity dates that help you identify the project that changed most recently.

Review Dashboard Home

1. Sign in to Next-Cart. Home opens as the default Dashboard view.
2. If you are elsewhere in the Dashboard, select Home in the sidebar.
3. Review Total Migrations, Active Migrations, In Progress, and Pending Orders for work that needs attention.
4. Review Migrations by Data Type and Migrations by Platform for unexpected or unfamiliar activity patterns.
5. Review Recent Activities and identify the migration path or Service that needs follow-up.
6. Open the destination for the next task. Select Orders or Support directly, or expand Migrations and select Demo Migrations or My Migrations for migration work.

Contact Sales

Use Contact Sales when you are planning a migration or are unsure which service fits. The page frames the use case directly: Planning a migration or unsure which service fits? Tell us about your store, and our team will help you find the clearest path forward.

The Contact Sales form collects the main commercial and migration-planning inputs, including:

• first and last name;
• work email and optional phone number;
• company;
• Source Platform and Target Platform;
• estimated volumes for Products, Customers, Orders, and Blog Posts;
• a message describing the project or question.

Review the details, then select Contact Sales to submit the request.

Request a Demo

Use Request a Demo when the project needs hands-on evaluation rather than only a self-service test. This path is appropriate when the migration involves special requirements, unsupported custom entities, or project-specific needs that require a Demo Migration to be configured and performed directly by a Next-Cart technician.

The request form asks for contact and project context, including:

• first and last name;
• work email;
• company;
• Source Platform and Source URL;
• Target Platform and Target URL;
• a message describing the requirement or scenario that should be demonstrated.

Review the details, then select Request a Demo to submit the request.

Start Free Demo

Use Start Free Demo when you want to configure a self-service Demo Migration immediately. This shortcut opens the Demo configuration directly and bypasses the longer Dashboard sequence: expand Migrations, select Demo Migrations, then select Start a New Demo.

The shortcut changes only how you enter the Demo workflow. Demo limits, available settings, validation expectations, and the separation from purchased migrations remain unchanged.

For the complete self-service procedure, use Demo Migration walkthrough.

Open Support from the Dashboard

Select Support in the Dashboard sidebar when you need to submit or track a support request. The Support Portal opens separately from the Dashboard with Home, My tickets, and New ticket navigation. On Home, enter a request summary and click Get help to start the ticket form. Search and status filters are on My tickets.

Use Support Tickets for submission, search, status filters, replies, and desktop or mobile Add to device instructions.

Expected result

After reviewing Dashboard Home, you should know:

• whether migration or commercial activity needs attention;
• which migration path or Service changed recently;
• whether the next task belongs in Orders, Support, a destination under Migrations, or a destination under My Account;
• whether you need consultative Sales guidance, a technician-assisted Demo, or a self-service Demo.

Verify before continuing

Check	Pass condition	If it does not pass
Account context	The displayed migration and Order activity belongs to the intended signed-in account.	Confirm the signed-in email and account ownership before acting.
Migration activity	Summary counts are consistent with the known Demo and purchased migration records.	Expand Migrations, then open Demo Migrations or My Migrations and compare the underlying records.
Pending commercial work	Pending items match Orders that still need payment, approval, or investigation.	Open Orders and review the affected transaction.
Recent activity	The migration path, Service, and activity date are recognizable.	Open the relevant migration History and inspect the recorded activity.
Quick-action intent	The selected shortcut matches the intended outcome: Sales guidance, technician-assisted Demo, or self-service Demo.	Return to Home and choose the action that matches the actual need.

Failure handling

Issue	What to do
A purchased migration is missing	Open Orders and confirm that the effective purchase is Paid. Then expand Migrations and select My Migrations to check the purchased project.
A Demo Migration is missing	Expand Migrations, select Demo Migrations, and locate the intended migration path.
An unfamiliar activity appears	Open History for the relevant migration and review the recorded action details.
Dashboard totals appear stale	Refresh Home, then compare the underlying Orders and Migrations records. Submit a support ticket if the records still disagree.
You chose the wrong quick action	Return to Home. Use Contact Sales for service guidance, Request a Demo for technician-assisted evaluation, or Start Free Demo for self-service testing.

Next Steps

Open Migrations when you need to work with a Demo or purchased migration, Orders when a transaction needs review, or Support Tickets when the issue requires Next-Cart assistance.