ParcelPilot
Help

Dashboard

The Dashboard provides a quick overview of what’s happening in your tenant/client: operational activity, exceptions that need attention, and at-a-glance performance indicators.

For the current role-based operational dashboard and widget meanings, start with Morning Board: general/morning-board.

Exactly what you see can vary by tenant configuration and permissions.

What the Dashboard is for

Use the Dashboard to:

  • Spot work that needs action today (e.g. orders waiting, exceptions, failures)
  • Monitor volume trends without running reports
  • Quickly confirm the system is operating normally (integrations, shipments, queues)

Common sections you may see

Depending on your setup, the Dashboard may include:

  • Operational counts (e.g. orders created, orders awaiting processing, shipments created)
  • Exceptions (e.g. failed imports, address issues, label failures)
  • Inventory signals (e.g. low stock items, discrepancies)
  • Returns/receiving activity (if enabled)

If a widget is missing, it may be disabled for your tenant or you may not have permission.

Tips

  • Use the Dashboard as a starting point, then click through to the underlying list page to take action.
  • If numbers look “too high” or “too low”, check whether they are:
    • Tenant-wide vs client-specific
    • Based on “today”, a rolling window, or a specific status

Troubleshooting

“My Dashboard is empty”

  • Confirm you have access to at least one client (if your tenant is client-scoped).
  • Check permissions.
  • If you recently changed tenant/client, reload the page.

“Counts don’t match what I expect”

  • Check whether filters/statuses differ from the list page you’re comparing against.
  • Confirm time zone assumptions (some widgets may use server time vs local time).

Related guides

  • General: general
  • Morning Board: general/morning-board
  • Operations: operations/*