Getting Started 4 min read

Understanding the Dashboard

Understanding the Dashboard

Your dashboard is your command center for managing all logistics operations.

Dashboard Overview

When you log in, you'll see: - Summary Cards: Key metrics at a glance - Recent Activity: Latest deliveries and returns - Quick Actions: Common tasks - Charts & Graphs: Visual analytics

Key Metrics

Total Deliveries

📦 Total Deliveries: 245
  • All-time delivery count
  • Includes all statuses
  • Click to view detailed list

Active Deliveries

🚚 Active: 12
  • Currently in transit
  • Pending deliveries
  • Requires attention

Total Returns

↩️ Returns: 8
  • Processed returns
  • Pending returns
  • Return rate percentage

Pending Items

⏳ Pending: 5
  • Awaiting action
  • Needs review
  • Time-sensitive items

Dashboard Sections

1. Summary Cards (Top)

Located at the top of dashboard: - Deliveries This Month - Returns This Month - Success Rate - Average Delivery Time

2. Charts & Analytics (Middle)

Visual representations: - Delivery Trends: Line chart over time - Top Products: Bar chart of most delivered - Supermarket Distribution: Pie chart - Return Reasons: Category breakdown

3. Recent Activity (Bottom)

Latest 10 items: - Delivery created - Delivery completed - Return processed - Product added

4. Quick Actions (Sidebar)

Common tasks: - New Delivery - Process Return - Add Product - Generate Report

Understanding Charts

Delivery Trend Chart

Shows delivery volume over time:
- X-axis: Dates
- Y-axis: Number of deliveries
- Hover: See exact numbers

Use Case: Identify busy periods, plan capacity

Top Products Chart

Your most delivered items:
- Bar height = quantity
- Compare products
- Plan inventory

Use Case: Stock management, demand forecasting

Supermarket Distribution

Delivery spread across locations:
- Pie slices = locations
- Percentage shown
- Color-coded

Use Case: Route optimization, resource allocation

Customizing Your View

Date Range Filter

  1. Click "Date Range" dropdown
  2. Select period:
  3. Today
  4. This Week
  5. This Month
  6. Last 30 Days
  7. Custom Range
  8. Dashboard updates automatically

Refresh Data

  • Auto-refreshes every 5 minutes
  • Manual refresh: Click 🔄 icon
  • Real-time for critical updates

Mobile Dashboard

Mobile View Features

  • Compact Cards: Touch-friendly
  • Bottom Navigation: Easy access
  • Swipe Gestures: Navigate quickly
  • Optimized Charts: Readable on small screens

Mobile Quick Actions

  • Home button
  • Orders tab
  • Store tab
  • Menu (hamburger)

Dashboard Insights

Performance Indicators

🟢 Green: Excellent performance - On-time deliveries: >95% - Low return rate: <3% - High success rate

🟡 Yellow: Needs attention - On-time deliveries: 85-95% - Return rate: 3-5% - Average performance

🔴 Red: Action required - On-time deliveries: <85% - Return rate: >5% - Poor performance

Trend Analysis

📈 Upward Trend: Growing - More deliveries - Business expanding - Scale operations

📉 Downward Trend: Declining - Fewer deliveries - Investigate causes - Adjust strategy

➡️ Stable: Consistent - Predictable volume - Optimize efficiency - Maintain quality

Dashboard Shortcuts

Keyboard Shortcuts

  • N: New Delivery
  • R: New Return
  • P: Products Page
  • /: Search
  • ?: Help

Click Actions

  • Card Click: View details
  • Chart Click: Drill down
  • Activity Click: Go to item

Common Tasks from Dashboard

Create New Delivery

  1. Click "New Delivery" button
  2. Or click "+" icon in sidebar
  3. Or press N key

View All Deliveries

  1. Click "Total Deliveries" card
  2. Or click "Deliveries" in sidebar
  3. Or press D key

Generate Report

  1. Click "Reports" in sidebar
  2. Select date range
  3. Choose format (PDF/CSV)
  4. Download

Check Pending Items

  1. Click "Pending" card
  2. Review items
  3. Take action
  4. Mark complete

Dashboard Tips

  1. Check Daily: Start day with dashboard review
  2. Monitor Trends: Watch for patterns
  3. Act on Red: Address issues quickly
  4. Plan Ahead: Use data for forecasting
  5. Mobile Check: Review on-the-go

Troubleshooting

Data Not Loading

  • Check internet connection
  • Refresh page (F5 or ⌘R)
  • Clear browser cache
  • Contact support

Charts Not Displaying

  • Enable JavaScript
  • Update browser
  • Disable ad blockers
  • Try different browser

Slow Performance

  • Close unused tabs
  • Clear browser cache
  • Check internet speed
  • Report to support

Need Help?


Questions about your dashboard? Contact Support

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