Workspace
Dashboard
The first screen after sign-in. What needs a person today, and how the book is doing.
The dashboard answers one question: what needs a person today? It reads your loads, carriers, customers and money, and puts the things that are blocked or running late at the top. It is a reading screen. Nothing is saved from here. Every number links to the screen where you fix it.
- Where
- Workspace › Dashboard (the panel home, /)
- Who
- Anyone with Dashboard · view (every role by default)
- Data
- Only the loads you are allowed to see. A sales agent sees their own book.
- Saves
- Nothing. Widget order is remembered in your browser only.
What you see
The page has three bands, top to bottom.
| Band | What it shows |
|---|---|
| Pulse | A strip of headline numbers with small trend lines. |
| Act today | Tiles for the things to do now. Each tile has a number, a coloured word, and opens the screen that fixes it. |
| Widgets | Cards and charts. You can put them in any order. |
At the top right are two buttons: Morning report (opens this month's overview on Reports, if you can see Reports) and Review exceptions (opens Tasks & exceptions, if you can see it).
Pulse
What you see in the strip depends on whether you can see the company P&L.
| Reading | Shown to | What it means |
|---|---|---|
| Revenue (this window) | People with P&L access | Revenue for the recent months, with the change against the previous month. |
| Gross margin | P&L, or Invoices | Customer rate against carrier cost across all live loads. Healthy at 15% or more, Thin above 0%, Under water at or below 0%. |
| Active loads | Everyone | Loads that are moving now. |
| Open receivables | Receivables | Money invoiced and not yet paid, with the share already collected. |
| Collected | Receivables (without P&L) | Paid against invoiced. On terms at 80% or more, Slipping at 50%, Behind under that. |
| Delivered | Shown only when nothing else would be | The number of delivered loads. |
Act today
| Tile | Counts | Opens |
|---|---|---|
| Past last free day | Containers still at the terminal after their last free day. Shows an estimate of demurrage accrued if you can see invoices. | Tasks & exceptions |
| Free time ending | Containers whose last free day is within three days. | Container 360 |
| Advance held | Loads waiting on an SSL or customs advance. Shown as money if you can see the Advance ledger, otherwise as a count. | Advance ledger (or Tasks & exceptions) |
| Needs attention | Loads with at least one exception. The word says how many are blocked. | Tasks & exceptions |
| Carrier needed | Loads with no carrier while a clock is running. | Shipments board |
| Past terms | Receivables past their payment terms (if you can see Receivables). | Receivables |
| Carriers pending | Carriers waiting for compliance review (shown instead of Past terms when you can see Carriers but not Receivables). | Carriers |
A tile is green when there is nothing to do, amber for "watch", and red when something is blocked or costing money. If a tile points at a screen you cannot open, it opens the Load board instead.
Widgets
| Widget | Shown to | What it holds |
|---|---|---|
| Revenue | P&L | Revenue trend by month. |
| Loads by stage | Everyone | A donut: Planning, In motion, Completed, Held / cancelled. |
| Needs attention | Everyone | The worst loads first: status word (Blocked or Watch), container, the exception, its age, the customer and a button for the next action. Shows 8 rows; All opens the full list. |
| Last free day | Everyone | A seven-day strip around today, one row per container on the day its free time ends. Containers outside the seven days are listed underneath, worst first. |
| Receivables by age | Receivables | Open invoices in four buckets: Current, 1–30, 31–60, 60+ days past terms. |
| Blocked at the gate | Carriers or Customers | Carriers waiting for compliance (R1) and customers over their credit limit (R2), three of each. |
| Largest exposures | P&L | The five customers with the most open money, with a bar against their credit limit and Over limit where it applies. |
| Company P&L | P&L | Revenue to net profit. Switch between month and year. |
| Top customers | P&L | How concentrated revenue is in your biggest customers. |
| Cash position | P&L | Owed to you against owed by you, and what was collected this month. |
| Due this week | P&L | Carrier bills due in the next days, with how many are overdue. |
Sales agents' overdue-receivable exceptions are hidden from the attention list unless they can see Receivables.
Rearrange the widgets
Grab the handle
Each widget has a grip handle beside its title. Drag it to a new place.Or use the keyboard
Tab to the handle, then move the widget with the arrow keys.Reset
The reset button puts the widgets back in the default order.
Tips
- The demurrage figure on Past last free day is an estimate at a flat daily rate. The real charge is calculated on the load from your company's rates. See Detention & demurrage.
- "Carrier needed" only counts loads where a clock is running: the last free day is 5 days away or less, or pickup is 3 days away or less. Other loads without a carrier are not an exception yet.
- If the dashboard cannot load, you see Dashboard unavailable with the reason and a Retry button. Your records are not affected.