Reading your dashboard
The screen you land on every morning: what has gone wrong while you were not looking, then where things stand.
3 min read
On this page
Getting set up
While there is still something to set up, a Get started card sits above everything else on this page: how far along you are, and the next couple of things to do. It takes itself away once the list is finished, and you can dismiss it before then — the full list stays on its own Get started page either way, along with a way to put the card back.
Each step is worked out from your own records rather than ticked off by hand, so it can never claim you have added a customer when you have not. Steps your role cannot carry out are not shown to you at all, and the list is finished when your own part of it is.
Needs your attention
The panel at the top is not a summary. It is a list of exceptions, and there are only four things it looks for:
- Invoices past due — outstanding, and the due date has passed.
- Bookings without a line — not cancelled, and no shipping line picked.
- Quotes awaiting a reply — sent, and untouched for a fortnight.
- Invoices not sent yet — still drafts, so the work is done and nothing is owed to you for it.
Each one names the worst case in the set — how long the oldest has been owed, or how long the quietest quote has gone unanswered — and links to the list that holds them.
Nothing with a count of zero is ever shown. A strip permanently reading "0 overdue" teaches the eye to skip the one part of the page that is meant to stop it, so an empty panel is the real message: nothing needs chasing.
Late is asked of the calendar, not of the status column. An invoice nobody ever marked overdue still appears here the day after it falls due.
Where things stand
Under that is a short row of counts, and what it counts depends on your job title:
- Sales Agent — your own open quotes, and your own acceptance rate.
- Operations Agent and Documentation Clerk — active bookings, and how many of them are still waiting on a line.
- Accounting — what is outstanding, and how much of it is past due.
- Company Admin and Manager — the company-wide version of all three.
Outstanding money is one line per currency. Shipina will not add dollars to rials to produce a single impressive number, because that number is not an amount of money.
The charts underneath
Three bands, each the same shape: where things stand right now, and the trend over the last six months. Quotes are counted by status and by new against accepted; bookings by status and by volume; invoices by how old the debt is and by revenue collected.
Which band leads is your job title again — an Accounting sign-in opens on invoices, an Operations sign-in on bookings. Everybody sees all three.
Your role changes the order, never the reach
This is worth being precise about, because the two look alike from a chair. What you can see is your permissions, set by a Company Admin under Settings. What leads is your job title, which only sorts the page. A role that cannot read invoices sees no invoice band, no invoice stats, and is never told about an overdue one; a role that can read them sees the same figures wherever it sits in the list.
If your role cannot read quotes, bookings or invoices, the page says so plainly instead of drawing three empty charts.
Recent activity
The last list is each record's most recent change — newest first, across quotes, bookings and invoices. It is not a history: a booking that moved through four milestones this week appears once, at the last of them.