Creator Dashboard (PS Workflow)

The Creator Dashboard is a separate web application from the Affiliate Platform, built in the PS Workflow codebase. It gives creators a high-level view of their relationship with Creators Agency — their deal pipeline, lifetime revenue, and any deliverables that currently require their attention.

How Creators Access It

Creators do not navigate to the Creator Dashboard directly. Access is always through a secure token link generated on demand.

Via the Affiliate Platform dashboard: If a creator's account has "Ps-Workflow" enabled in their internal platforms, a "Creator Dashboard ↗" button appears in the top-right corner of their Affiliate Platform dashboard. Clicking it:

1. Calls /api/creator/ps-dashboard-link on the affiliate platform
2. That endpoint mints a short-lived signed JWT (creator identity token)
3. Returns a URL in the format {ps-workflow-url}/creator/dashboard/{token}
4. The browser opens that URL in a new tab

Via a direct link: When a link like /creator/dashboard/{token} is visited:

1. The PS Workflow validates the token and identifies the creator
2. Sets a signed session cookie containing the creator's identity
3. Redirects to /creator/dashboard (the actual dashboard page)

The token is single-use for the redirect — once the session cookie is set, the token is no longer needed. The session cookie persists for subsequent page loads.

What the Dashboard Shows

The Creator Dashboard is a clean, light-themed single-page view. The creator's name appears in the header alongside a "Creators Agency" badge. If the creator also has Affiliate Platform access, a "MoneyMatchup ↗" button appears in the header to navigate back.

Stats Row

Three summary cards at the top:

Lifetime Revenue

• Shows the creator's total paid earnings across all closed deals, sourced from Monday.com via the ca-data API
• Displayed as a dollar amount (e.g. "$48,250.00")
• Sub-label shows the total number of paid deals (e.g. "12 paid deals")
• Clicking this card opens the Earnings History sidebar (see below)

Open Deals

• Count of deals currently in the pipeline (not yet closed/paid)
• Sub-label: "in pipeline"

Emails Sent

• Currently placeholder — shows "0" with "coming soon" sub-label

Earnings History Sidebar

Clicking "Lifetime Revenue" opens a slide-in sidebar from the right side of the screen with a detailed earnings breakdown.

Controls:

• Time range tabs: 1 Month, 6 Months, 1 Year, 5 Years — filters the chart and list below
• Brand filter dropdown: filter to earnings from a specific brand only (shows all brands the creator has closed deals with)

SVG bar chart: A bar chart showing monthly earnings across the selected time range. Each bar represents one calendar month. Y-axis labels use shortened formatting ($1K, $10K, etc.). Bars are indigo-colored; months with no earnings show a light grey bar. Hovering is not interactive (data labels are on the y-axis gridlines).

Monthly breakdown list: Below the chart, a scrollable list of months with non-zero earnings, sorted newest first. Each row shows the month label and the total earned that month.

All earnings data is fetched lazily — only loaded when the sidebar is first opened. Subsequent opens reuse cached data.

Action Required

A card showing deliverables that are currently waiting on the creator's input. These are pulled from the PS Workflow database, filtered to only show stages where the creator needs to act:

• Waiting for Script — Creator needs to submit a script
• Waiting for Video Draft — Creator needs to submit a video

Each row shows the deliverable name and brand name, with a color-coded status badge. If there are no pending deliverables, the card shows "🎉 Nothing needs your attention right now."

Clicking a deliverable in this list does not open the submission form — the Action Required card is display-only. Creators access the actual submission form via a separate token link sent by the PS team (see Deliverable Forms documentation).

Deal Pipeline

A table showing all of the creator's currently open deals, sourced from the ca-data API (which pulls from Monday.com).

Columns:

• Brand — Brand logo (served from rosters.creatorsagency.co/brand-logos/{slug}.png) + brand name. If the logo fails to load, the image is hidden gracefully.
• Stage — The current deal stage as a pill badge (e.g. "Waiting for Script", "Waiting for Video Draft", "Waiting for Talent to Post")
• Talent Agent — The agent's name. A phone icon appears if a phone number is available; clicking it copies the number to clipboard with a brief checkmark confirmation.
• Value — Deal value in dollars

If there are no open deals, the table shows "No open deals right now."

Data Sources

The Creator Dashboard aggregates data from multiple systems:

Data	Source
Deliverables requiring action	PS Workflow database (Prisma/Neon)
Lifetime revenue + deal count	ca-data API → Monday.com
Open deal pipeline	ca-data API → Monday.com (includes agent phone from Airtable)
Earnings history (sidebar)	ca-data API → Monday.com
Platform access (affiliate button)	Affiliate Platform API

Authentication & Sessions

The creator session is stored as a signed cookie (creator-session) using HMAC-SHA256. The cookie contains the creator's identity (their name as used in Monday.com). On each dashboard load, the session is verified and the creator's name is used to query all downstream data.

Sessions do not expire on a fixed timer — they persist as long as the cookie is valid and the browser doesn't clear it. There is no logout button on the Creator Dashboard.

If the session cookie is missing or invalid, the user is redirected to the root of the PS Workflow app (/).