You can access your Dashboard, called Home in the app, by clicking the Ocean.io logo at the top of the left-hand sidebar, or Home right below it. This page gives you a quick and clear overview of your account. Below is a simple explanation of each section so you can easily understand how everything works.
On a wide screen the page has three columns: your account and links on the left, onboarding and searches in the middle, and your leads on the right. On smaller screens the columns stack, and the account panel on the left is hidden on the smallest screens.
Welcome and account (left column)
At the top left you'll see a welcome message, "Welcome back" followed by your first name, and a panel with your account details:
Organization: the name of your organization
Team: how many people are on your team. If your plan has a seat limit, it reads "N of M seats used", otherwise it shows the number of members. Managers also see an Add user button, which becomes Add seats when every seat is used
Credits: how many credits you have left. If you have a personal credit limit that is lower than your organization’s balance, it reads “N of LIMIT left”. With a subscription, you also see when your credits renew (“Renews” and a date), or “Limit resets” and a date when a personal limit applies. Click Add credits to upgrade your subscription and get more credits. If you’re unable to upgrade, contact us at [email protected] or book a call with our team directly from the platform.
API credits: your API credit balance. This row only shows if you have API access on an older plan that has separate API credits
Help shape Ocean.io (left column)
Below your account details you may see these rows:
Rate your experience: score Ocean.io from 0 to 10 and tell us what to add. Once you send feedback or dismiss the row, it stays hidden for 30 days
Join the co-creator program: a short survey about how your team uses Ocean.io. It is shown to every user, not only admins, unless your organization is on a free trial. Click the cross to dismiss it. You can read more about it here
Use Ocean.io in other tools (left column)
On plans that include MCP and the API, you'll also see two links:
Search from Claude or ChatGPT: opens the guide for finding accounts and buyers without leaving your AI chat. See also Using Ocean.io with AI assistants (MCP)
Build with the API: opens the API documentation, where you can learn how to enrich accounts, score leads and sync buyer data
Onboarding (middle)
In the middle of the page you'll find two tabs: Onboarding and Current searches. If your account moved over from the old search, the Onboarding tab is called What's new. Onboarding opens first until you have finished 3 steps. After that, Current searches opens first.
Each step shows the credits you earn for it, and completing a step adds those credits to your organization. Next to the tab names, you'll see your progress, for example "2 of 4 done".
The steps you see depend on your plan and your role:
Describe your ideal customer: the assistant turns it into a search and saves it as your AI context (20 credits)
Find lookalike companies: pick a customer you like and find companies similar to it (20 credits)
Build your first workflow: set Ocean to find new companies for you every week (20 credits)
Get API access: use Ocean data in your own tools (managers only)
Join a 20-minute webinar: a walkthrough of Ocean's AI features (30 credits)
Note:
Describe your ideal customer needs access to the assistant, and Build your first workflow needs access to Workflows. If your plan doesn't include them, you won't see those steps
Only managers see the Get API access step
The Onboarding tab goes away 30 days after you join, or once you have finished all the steps. You can always find the steps again under Settings > Onboarding
Current Searches Tab
Switch to the "Current searches" tab in the middle to see:
Start a New Search
Choose New company search to find businesses
Choose New people search to find contacts (only if your plan includes people data)
Continue Where You Left Off
See your 10 most recent searches
Click any search to continue working on it
Your Leads (right column)
On the right you'll find a quick overview of the leads assigned to you. Switch between your saved people (person icon) and your saved companies (company icon). Each shows its total, and below it you'll see a row for each lead status with the number of leads in it.
Click a status to open those leads in the Leads tab
If you have no leads yet, you'll see "Your leads will appear here" and a Start searching button
This is an overview only. To manage, filter, or work with your full leads list, head to the Leads tab in the left sidebar.
For more details, read our full Leads article.
That's It!
Your dashboard is designed to give you everything you need in one place:
Track your leads
Check your team and credits
Run searches
Earn credits
Share feedback
If you ever feel unsure, just come back to this guide