User Flow Mickael Rutembya · Flow Atlas

Owner dashboard

/owner/

Authenticated owner reviews sales summary, recent payments, entitlements, audit events, and active pricing profiles.

User intent

What the visitor is trying to do

« I want to see what is happening on the site right now: revenue, pending payments, recent entitlements, and the pricing configuration. »

Entry points

ElementDestination
Owner login/owner/login/
Owner setup/owner/setup/

Flow

Adjacent routes — click a node to open it.userflow
flowchart LR Start(["Staff arrives"]) --> Login["/owner/login/"] Login --> Auth{"Authenticated?"} Auth -- No --> Login Auth -- Yes --> Setup{"First admin?"} Setup -- Yes --> SetupPage["/owner/setup/"] Setup -- No --> Dashboard["/owner/ (Dashboard)"] SetupPage --> Dashboard Dashboard --> Leads["/owner/leads/"] Dashboard --> QuoteDetail["/owner/quote/<ref>/"] Dashboard --> Contracts["/owner/contracts/<ref>/"] Leads --> LeadDetail["/owner/leads/<pk>/"] QuoteDetail --> PaymentLink["/owner/quote/<ref>/lien-paiement"] LeadDetail --> ContractGen["/owner/leads/<pk>/contract"] ContractGen --> Contracts click Login "https://mickael-umt.com/owner/login/" "Open Login" click Dashboard "https://mickael-umt.com/owner/" "Open Dashboard" click Leads "https://mickael-umt.com/owner/leads/" "Open Leads" click LeadDetail "https://mickael-umt.com/owner/leads/1/" "Open Lead Detail" click QuoteDetail "https://mickael-umt.com/owner/quote/DEV-202608-0001/" "Open Quote" click Contracts "https://mickael-umt.com/owner/contracts/CTR-202608-0001-01/" "Open Contract" click PaymentLink "https://mickael-umt.com/owner/quote/DEV-202608-0001/lien-paiement" "Issue Payment Link"

Screen inventory

IDScreenUser task
O0Owner loginAuthenticate as staff
O1Owner setupCreate first admin account
O2DashboardReview sales, payments, entitlements, audit events
O3Leads listBrowse call qualifications, filter by score and tier
O4Lead detailReview lead answers, benchmarks, quote
O5Quote detailReview input payload, JSON results, expense settlements
O6Contract viewInspect generated contract, references, linked leads

Flow scenario

Scenario O1

Owner reviews morning sales

Trigger

  • Owner opens /owner/ in the morning
  • Authenticates with staff credentials
  • Lands on the dashboard

Experience

  1. The dashboard shows settled revenue, pending payments, and recent entitlements.
  2. Owner clicks on a pending payment to see the Stripe session state.
  3. Owner navigates to Leads to review unhandled qualifications.
  4. From a lead, owner opens the quote detail and optionally issues a payment link.
  5. Owner checks Contracts to verify generated PDFs and references.

Trust and safety rules

  • The owner console is blocked by robots.txt and carries no editorial SEO value.
  • All routes require is_staff authentication; unauthenticated visitors are redirected to /owner/login/.
  • Internal quote results are only visible to superusers or users with billing.view_internal_result permission.
  • Audit events record every sensitive action (assessment, contract generation, payment link issuance).

Interaction rules

  • The dashboard shows the last 20 quotes and 15 audit events by default.
  • Sales summary separates settled (PAID) from in-flight (PENDING/PROCESSING) amounts.
  • Abandoned checkouts are surfaced separately because they are actionable.
  • Pricing profiles and benchmarks are editable from the dashboard context.

Result states

StateWhat the owner seesWhat happens next
BrowsingDashboard with metrics and recent activityOwner navigates to leads, quotes, or contracts
Reviewing leadLead detail with avatar fit and predicted economicsOwner assesses or generates contract
Issuing paymentQuote detail with payment link formBuyer receives payment link via email
Inspecting contractGenerated contract PDF with referenceContract is downloaded or shared