Dashboard
Your real-time command center for courier operations.
What This Module Does
The Dashboard is the first screen you see after logging in. It aggregates live data from across your entire operation into a single view: shipments in transit, exceptions, returns, late deliveries, revenue, active customers, and more. Two distinct dashboard variants are provided depending on the logged-in user's role — a full-featured Logistics Dashboard for administrators and employees, and a focused Driver Dashboard for delivery drivers.
Data refreshes automatically so you always see the latest numbers without manual action. KPI delta indicators compare the current period against the previous week, giving you instant trend awareness.
Who Uses It
| Role | Dashboard Variant | What They See |
|---|---|---|
| Super Admin | Logistics Dashboard | Full KPIs, charts, recent shipments across all branches |
| Admin | Logistics Dashboard | KPIs and data scoped to their assigned branch |
| Employee | Logistics Dashboard | Operational KPIs, shipment data for their branch |
| Driver | Driver Dashboard | Assigned shipments, pickups, personal delivery stats, GPS status |
| Customer | Customer Portal Dashboard | Own shipments only (separate portal view) |
Where to Find It
The Dashboard loads automatically after login. You can return to it at any time from the main sidebar menu by clicking Dashboard (the first item). No special permissions are required — every authenticated user has access to their appropriate dashboard variant.
Screen Walkthrough: Logistics Dashboard
The Logistics Dashboard is displayed for users with the Admin or Employee role. It is organized into the following sections from top to bottom:
1. KPI Status Cards
Four status cards appear at the top of the page, each showing a count and a week-over-week percentage delta arrow (green for improvement, red for decline):
| Card | Description | Delta Comparison |
|---|---|---|
| In Transit | Shipments currently moving through the network | vs. same count one week ago |
| Exceptions | Shipments with delivery problems requiring attention | vs. same count one week ago |
| Returns | Shipments returned to sender or warehouse | vs. same count one week ago |
| Late | Shipments past their estimated delivery date | vs. same count one week ago |
2. Activity Summary
Five metric cards sit below the KPI row, providing a snapshot of today's activity:
| Metric | Description |
|---|---|
| New Shipments Today | Total shipments created since midnight |
| Pre-Alerts | Incoming pre-alert notifications from customers or integrations |
| Pickups | Pickup requests scheduled or completed today |
| Revenue | Sum of paid invoices for the current day |
| Active Customers | Distinct customers with at least one active shipment |
3. Returns KPI Row
A dedicated row of cards focused on return metrics: total returns this period, return rate percentage, average return processing time, and top return reasons. This section helps you monitor reverse logistics performance at a glance.
4. Operations Overview Chart
A visual chart showing the distribution of shipments across operational statuses (pending, in transit, out for delivery, delivered, exception, on hold). Use this to quickly spot bottlenecks — for example, a large "exception" segment signals problems that need attention.
5. Shipment Statistics Chart
A bar/line combination chart showing shipment volume by month. Bars represent total shipments created; the line overlay shows delivered shipments. This chart reveals seasonal trends, growth patterns, and delivery completion rates over time.
6. Recent Shipments Table
A paginated table showing the most recently created or updated shipments. Columns include tracking number, sender, receiver, status (color-coded badge), service type, and creation date. Click any row to open the shipment detail view.
Screen Walkthrough: Driver Dashboard
When a user with the Driver role logs in, they see a simplified dashboard tailored to their daily delivery workflow.
GPS Status Indicator
A prominent indicator at the top of the driver dashboard shows whether GPS tracking is active. A green dot means the browser is sending location updates; a red dot means location sharing is disabled or unavailable. Drivers should ensure GPS is enabled for dispatch tracking to work.
Stats Cards
| Card | Description |
|---|---|
| Pending | Shipments assigned to this driver that have not yet been picked up or delivered |
| Delivered Today | Shipments this driver marked as delivered today |
| Delivered This Week | Cumulative deliveries for the current week |
| Delivered This Month | Cumulative deliveries for the current month |
| Pickups | Pickup requests assigned to this driver |
Assigned Shipments List
A list of all shipments currently assigned to this driver, showing tracking number, receiver name, destination address, and current status. Drivers can update the status of each shipment directly from this list (e.g., mark as picked up, in transit, delivered, or exception).
Assigned Pickups List
A separate list showing pickup requests assigned to this driver, including the sender's name, address, scheduled time, and package details.
Download Manifest Button
A button to download a PDF manifest containing all currently assigned shipments and pickups. Drivers can print this for a physical reference during their route.
Setup Checklist Card
New accounts see a setup checklist card on the dashboard with the heading "Complete your setup to start using Deprixa Plus." This card guides new users through 10 onboarding steps, each with a completion checkmark:
- Complete company profile
- Upload company logo
- Configure branches
- Set up service types
- Create rate cards
- Add employees and assign roles
- Add drivers
- Configure payment methods
- Set up email notifications
- Create your first shipment
As each step is completed, the checkmark turns green and the progress bar advances. Once all 10 steps are done, the checklist card disappears automatically and will not appear again.
Step-by-Step: Daily Dashboard Review
Follow this routine each morning to get a complete operational picture:
-
1
Check KPI Cards
Scan the four status cards at the top. Focus on Exceptions and Late counts — if either has increased compared to last week (red delta arrow), investigate immediately.
-
2
Review Activity Summary
Check "New Shipments Today" and "Pickups" to gauge the day's workload. Compare "Revenue" to your daily target.
-
3
Analyze Operations Overview
Look at the status distribution chart. A healthy operation shows most shipments in "delivered" or "in transit" with minimal exceptions. A large "pending" segment may indicate a dispatch bottleneck.
-
4
Scan Recent Shipments
Review the recent shipments table for any entries with exception or on-hold status. Click through to resolve any that require action.
-
5
Check Monthly Trends
Glance at the Shipment Statistics chart to confirm volume is tracking with expectations for the month. A sudden dip may signal a data entry issue or operational problem.
Tips and Best Practices
- Auto-refresh: The dashboard auto-refreshes data periodically. You do not need to reload the page manually to see updated numbers.
- KPI deltas: The percentage arrows on KPI cards compare the current value to the same metric one week ago. Use these to spot trends early.
- Focus on exceptions first: A rising exception count is the most actionable signal on the dashboard. Address exceptions before they cascade into returns and customer complaints.
- Use the driver dashboard for accountability: Drivers can see their own delivery stats (today, this week, this month), which encourages self-monitoring and performance awareness.
- Complete the setup checklist: The onboarding checklist covers the essential configuration steps. Completing all 10 ensures the system is properly set up before you start processing real shipments.
- Multi-tab workflow: Keep the dashboard open in one browser tab while working in Shipments or Dispatch in another. This gives you continuous visibility into overall operations.
Troubleshooting
| Problem | Possible Cause | Solution |
|---|---|---|
| KPI cards show zero | No shipments exist for the current period, or no branch is configured | Create a test shipment or verify branch setup in Settings |
| Charts are empty | No data for the selected date range | Expand the date range or verify that shipments have been created |
| Driver dashboard shows no GPS indicator | Browser location permissions are denied | Enable location access in the browser settings and reload the page |
| Setup checklist does not disappear | One or more onboarding steps are still incomplete | Click through each step to verify completion; check for steps that require additional configuration (e.g., payment methods) |
| Revenue shows zero despite paid invoices | Invoices may be in "draft" or "sent" status but not yet marked as "paid" | Update invoice statuses in the Invoicing module |
| Delta arrows all show 0% | The system has less than one week of data for comparison | Wait until at least 7 days of data exist for meaningful comparisons |