AM dashboard: MVP Landing page without drawers

[sonam-jo]

GOAL We will create a new dashboard for asset managers/fund admins to control the day to day operations of their pools. By the time we build out the full dashboard, we will no longer need the following pages: Liquidity, Fees, Issuer pages (Access, Pricing, Investors, Configuration) and NAV management.

Note: there is no change in access to the pools. Wallet addresses that today trigger the Issuer pages as well as NAV management tab, will now be able to see the Dashboard icon in the menu on the left hand side, above Pools. It should not be visible as an option if that wallet address does not have any pools listed under it.

DESIGNS Figma

When the Dashboard option is visible on the side menu bar, clicking on the Dashboard should

• show the landing page on the right
• show the 3 drop down options of Accounts, Assets and Investors

LANDING PAGE On the landing page, there are 3 sections

Section 1: List of pools that the wallet address can manage. For example, pool manager of Anemoy should be able to see both LTF and DYF on the top.

• All the pools should be preselected
• User has the option to unselected any of the pools
• When selected, the pools go from light gray to black background

Section 2: Aggregated data in the box

• Total AUM which is the sum of the NAV across all the selected pools. Note this is in $ not USDC although the value should be the same.
• For Total AUM, we want to show the % increase for the same fields we have on the Overview page for individual pools (All, 3 months, 6 months, YTD). User has the option to select these from a dropdown - same as the chart.
• Pending investments, aggregated across all selected pools in USDC
• Pending redemptions, aggregated across all selected pools in USDC
• Note, these values should automatically update as the pools are selected and unselected. One pool has to be selected at minimum.

Section 3: List of pools

• See the designs for listing of pools and the related columns. Note the design change for pools with 1 token vs multiple tranche tokens. This is the same information we show on the Overview pages of the pools.
• Note, token price is now called NAV per share

• Each pool has two CTAs 1) Access
• This opens up a side panel with two uncollapsed options: Pool managers and Pool delegates
• Uncollapsing each of them opens up sections that have been added during Create pool stage (with all that info pre-filled) but giving the option to user to edit/add more information.
• Note within Pool delegates section, we are creating two more fields: Addresses that can receive funds from the pool and addresses that can provide asset pricing updates.
• Once updated, this should be the information that the user should see the next time they open the side panel.

2) Edit configuration

• User can edit all the information they added during creating the pool in the 6 uncollapsed sections. All the information should already be pre-filled.
• The only fields that can no longer be edited are: Pool structure of Revolving or Static and Asset denomination
• Once updated, this should be the information that the user should see the next time they open the side panel.

IMPLICATIONS FOR THE APP

• Once the above is done, we will no longer need the Access and Pricing pages.
• Change Token price to NAV per share everywhere on the app

[kattylucy]

When testing the ticket, I would suggest creating a new pool and then doing the QA with the new pool. on demo some pools have really weird settings and it would cause issues in some cases that are reproducible in a production env.