> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Journey

The **Journey** page is the landing page when you open ShiftUp. It gives you a single, at-a-glance view of what's assigned to you, what you've recently worked on, and where you are in your onboarding.

## Overview

Journey is organized into three sections:

1. **Stats cards** — Progress on your assigned account plans and strategies.
2. **Recent activity cards** — The latest records you've converted, favorited, or activated.
3. **My ShiftUp Journey timeline** — Your guided onboarding progress.

## Stats cards

Two cards at the top of the page show what's currently assigned to you and how much of it you've reviewed.

| Card              | What it shows                                      | Click behavior                                                    |
| :---------------- | :------------------------------------------------- | :---------------------------------------------------------------- |
| **Account Plans** | Number of plans viewed out of total assigned.      | Opens the account plans list filtered to unviewed plans.          |
| **Strategies**    | Number of strategies viewed out of total assigned. | Opens the strategies list filtered to draft, unviewed strategies. |

Each card displays a progress bar while items remain unviewed. Once you've reviewed everything, the card shows **You're all caught up!** If nothing is assigned, the card shows an empty-state message.

## Recent activity cards

Three cards surface the records you've most recently engaged with, so you can jump back into in-flight work without searching.

* **Recently Converted** — Stakeholders you've converted to Salesforce contacts or leads.
* **Recently Favorited** — Accounts and strategies you've marked as favorites.
* **Recently Activated** — Strategies you've moved from draft to active.

Click any record in these cards to open it directly.

## Journey timeline

The timeline tracks your progress through ShiftUp's guided onboarding. It's organized into stages — each stage groups related tasks (for example, setting up your seller profile, working your first account plan, or activating your first strategy).

### How the timeline works

* The timeline opens automatically to the **first incomplete stage,** so you always know what's next.
* Click any stage on the track to see its detail panel, which includes tasks, links, and tours for that stage.
* Completed stages are marked with a checkmark.
* When every stage is complete, the timeline collapses and displays a **Complete** badge — you can still expand it to revisit any stage.

### Stage detail panel

Selecting a stage reveals:

* A short description of the stage's goal.
* The individual tasks required to complete it, with their current status.
* Links to relevant documentation and in-app tours.

For a deeper walkthrough of each stage, see [Seller onboarding](/onboarding/seller-onboarding).

## Related

* [Seller onboarding](/onboarding/seller-onboarding) — The full onboarding curriculum surfaced in the timeline.
* [Account management](/onboarding/account-management) — How to work the account plans surfaced in the stats card.
* [Strategy activation](/onboarding/strategy-activation) — How to activate the strategies surfaced in the stats card.