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HelpGetting Started

Your dashboard

Once you’re signed in, you land on Motley Intelligence, the chat; your dashboardis one click down the rail. Each signed-in page has three parts: a navigation rail down the left, the page itself in the middle, and Intelligence on the right. Here’s what lives where.

The left rail

The rail is narrow until you hover it, then it expands with labels. Top to bottom:

  • Intelligence — the chat, where you land when you sign in.
  • Dashboard — your research at a glance.
  • Districts, Neighborhood Search, School Search — the browse surfaces, same pages anyone can reach.
  • Saved— everything you’ve kept.
  • Then the Pro tools: Smart Match, Admissions, Lottery Simulator, and Reports.
  • Settings, pinned at the bottom.

Five of those — Intelligence, the dashboard, Admissions, the Lottery Simulator, and Reports — are views of the same page rather than separate addresses, so the browser URL stays on /app as you move between them. On a phone or tablet, the same items open from the menu button in the top bar.

Early education isn’t in the rail — reach it from the Early Education toggle on School Search, from Early Education directly, or from any neighborhood page.

What’s on the dashboard

In order, top to bottom:

  • A greeting, beside your home and the family profile you’re looking at; the child switcher sits in the page header.
  • Suggested next step — the one thing most worth doing right now, given how far along you are — beside the next three public school dates.
  • Deadline runway — the next six weeks of tracked deadlines on one timeline.
  • Monitoring— your watchlist beside a single “What’s new” reader. See Monitors & saved places.
  • Auto-research places — the toggle and the newest results for your saved places.
  • Your Research and Admissionscounts — what you’ve saved (your analyses included), and what’s outstanding across the schools you track.

Saved

Savedholds everything you’ve kept, split into tabs: Schools, Early Ed, Places, Analyses(your family’s reads from Analyze for My Family), and School Match (where completed Smart Match runs land automatically). Each tab has its own search and sort, and the three location tabs sit beside a map that stays in view as you scroll — click a pin to jump to that card, or click a row to fly the map to it.

The Intelligence panel

The right-hand column is Intelligence. It’s open by default and collapses to a narrow rail with a sparkle icon — collapsing it keeps your conversation, so you can pick the thread back up later. On a phone it opens as a sheet over the page instead, from the sparkle button. It rides along on the dashboard, Saved, Smart Match and Settings (on the chat home the chat is the whole page), and it opens with a short rundown of what’s new and what’s due. See Motley Intelligence.

Switching child or profile

The pills in the dashboard header switch the active child and the active family profile. Admissions tracking, deadlines, and Smart Match all follow the child you’ve got selected — if a deadline looks like it’s missing, check which child is active first. See Family profiles & children.