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Dashboards

Creating and customizing dashboards

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Dashboards

Dashboards provide real-time visibility into your warehouse operations through customizable widgets and KPIs.

Default Dashboard

The main dashboard shows:

  • KPI Cards: Key metrics at a glance
  • Charts: Visual trends
  • Activity Feed: Recent operations
  • Alerts: Items requiring attention

Dashboard Widgets

Available widget types:

WidgetDescription
KPI CardSingle metric with trend
Line ChartTrend over time
Bar ChartComparison data
Pie ChartDistribution
TableTabular data
Activity FeedRecent events
Alert ListWarnings/notifications

Creating Custom Dashboard

  • Go to Dashboard
  • Click Customize
  • Click + Add Widget
  • Select widget type
  • Configure data source
  • Position on dashboard
  • Save layout

Widget Configuration

For each widget:

Data Settings:
  • Report/data source
  • Filters
  • Refresh interval
Display Settings:
  • Title
  • Size (small/medium/large)
  • Colors
  • Number format

KPI Examples

Common warehouse KPIs:

KPITargetDescription
Order Accuracy99.5%Correct orders shipped
On-Time Shipping98%Ships by promised date
Inventory Accuracy99%Physical vs system match
Pick Rate150/hrLines picked per hour
Receiving Time< 2 hrsReceipt to putaway
Fill Rate95%Orders fully filled

Dashboard Sharing

Share dashboards with team:

  • Open dashboard
  • Click Share
  • Select users or roles
  • Set permissions (view/edit)
  • Users see shared dashboard

Mobile Dashboard

Access dashboards on mobile:

  • Responsive layout
  • Touch-friendly widgets
  • Real-time updates
  • Push notifications for alerts

Dashboard Best Practices

Keep it simple:
  • 5-7 key metrics max
  • Clear, readable charts
  • Logical grouping
Make it actionable:
  • Link to drill-down reports
  • Show trends, not just numbers
  • Highlight exceptions
Update regularly:
  • Review metrics quarterly
  • Remove unused widgets
  • Add new KPIs as needed

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