Sterling Beacon Financial
Sterling Beacon Compass
Firm Owner Dashboard · Design Preview
Preview
Design Preview · Phase 1

Firm Owner Dashboard Redesign

★ Revised Firm Dashboard VisionMaster UI Design System & Partner Branding

A preview of the proposed navigation and premium management experience for Robert Cooper and Co. This is a standalone design preview using illustrative data — the live dashboard, referral ownership, permissions and commission calculations are untouched.

Suggested review order

  1. AFirm Dashboard landing
  2. BView Branches
  3. CIndividual Branch (Eastcote)
  4. DIndividual Agent (Amber Mae)
  5. EFirm Summary + interactive chart
  6. FBranch Summary (Eastcote)