Dashboard - YouNegotiate Docs

Real-World Example

Maya starts her day on the Dashboard. She opens Pending/Delivery first to see responses that still need creditor matching or delivery work, then checks Delivered/Pending, Completed/Added, Return to Sender, and YN Returned. Each dashboard tab should show the matching notice responses, allow searching/sorting, and let Maya export the current bucket when needed.

Visual Flow

Dashboard Buckets

Bucket	Plain-Language Meaning
Pending/Delivery	The notice response still needs delivery or matching work before the creditor can act.
Delivered/Pending	The response has reached an active creditor/member path but still needs creditor action.
Completed/Added	The response has been added or completed in the creditor-side flow.
Closed/Return to Sender	The response was returned or closed because it belongs back with the sender/creditor path.
Closed By YN	YouNegotiate closed the response with an internal reason.

Status Abbreviations

The dashboard also shows creditor member/prospect counts beside the notice-response buckets.

Abbreviation	Full Label	Meaning
`AM`	Active Member	Active companies and profiles linked to active companies.
`PM`	Pending Member	Non-active companies and profiles linked to non-active companies.
`YP`	YouNegotiate Prospect	Unlinked creditor profiles owned by EcoMail Hub users.
`CP`	Consumer Prospect	Unlinked creditor profiles created from consumer notices.

How It Should Work

It should show only notice responses that belong in the selected status bucket.
It should keep search, sort, pagination, and export aligned with the selected bucket.
It should export a CSV only when the bucket has matching responses.

How It Should Not Work

It should not mix completed, pending, returned, and closed responses into one unexplained list.
It should not export an empty report as if work exists.
It should not show notice responses that have no consumer relationship.

​Real-World Example

​Visual Flow

​Dashboard Buckets

​Status Abbreviations

​How It Should Work

​How It Should Not Work