Dashboard Overview
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Written by Crowdsender
Updated over a week ago

Overview Dashboard

You were missing an overview to get at a glance pending tasks?

The goal of this page is to have an operational visualisation of the status of all the boxes to be shipped.

📔 Note: The whole dashboard reflects boxes and NOT orders.

Default settings

Pending: Quick filter of all orders with send Date Today | Tomorrow

Analytics: 7 days in the past - 7 days in the future

In transit: 7 days in the past - 7 days in the future

Finalized: 7 days in the past - 7 days in the future

Glossary

Unlabelled: boxes without shipment label

Label failed: boxes for which the shipment label cannot be generated due to an error

Unprepared: boxes with generated shipment label but without scan from CrowdScan

Pending pickup: boxes with shipment label + scan from Crowdscan —> ready to be picked up by the courier

+Filters

If you need to visualize special orders you can use the filters

Once a filter applied the whole dashboard will be actualized

Pending Today

Shows boxes which have to be processed today

Send date expired: boxes which sent date has expired in the last 7 days.

Pending Tomorrow

Shows boxes which have to be processed tomorrow

Analytics

Gives you an overview of the total boxes in a certain time range.

Default View: 1 week in the past 1 week in the future with option to apply other predefined date ranges or a customized one (max 30 days).

Custom Date Filter:

By clicking on one day in the graph a detail view is opened and you get known how many boxes are still pending.

If the number in the graph is red, it means that you have pending boxes from the past.

The date selected in the date picker is applied to the three graphs below.

In transit

Shows boxes which are in the selected date range on the way to be delivered and the order is not COMPLETED.

On route: boxes that are marked as dispatched from the warehouse in the Crowdscan application. Box status: On route.

Last Mile: boxes that are in the hands of the courier. Box status —> last mile, delivery point.

Possible delay: Crowdsender detects that the courier has not sent any update on the delivery for 2 days. Box status —> possible delay.
Delay: The courier informs us that the order will be delayed in delivery. Box status —> delay.

Possible incident: Crowdsender detects that the courier has not sent any update on the delivery for 5 days. Box status —> possible incident.

Incident: The courier informs us that the order cannot be delivered. Box status —> returned, damaged, incident, destroyed, lost.

The bars are clickable and you get redirected to the detail view.

Finalized

Shows boxes which are in the selected date range are already finalized and don’t need any more actions.

Delivered: boxes with box status delivered or depot

Undelivered: boxes with order status COMPLETED and box status is not delivered or depot

Cancelled: boxes with order status CANCELLED

The bars are clickable and you get redirected to the detail view.

Detail View

By clicking on View, send date expired, the arrow in the analytics detail view or on a bar in the charts you get redirected to the detail view.

In this section the boxes are grouped by: Send date, Courier, Destination and can be additionally grouped by custom values (configurable in Company Settings)

CTA View: Redirection to Order table with applied filters.

Actions

From the detail view several actions can be launched.

  • Export Excel: you get a report with the box count

  • Unlabelled:

    • Generate labels Add tags

    • Change send date

    • Change courier

    • Download excel

    • Preparation list

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