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Read the freight dashboard¶

Guide information

Audience: Operations Manager (Logistics Administrator access level)
Reading time: about 10 minutes
Use this page to: read the ten KPI scorecards, four charts and eight ranking tables
correctly, and know which of them the Period filter silently narrows

Requirements

This tutorial requires the installation of the following applications/modules:

Freight Dashboard (installed automatically once Spreadsheet Dashboards, Freight Sale, Freight Project & Operations Tasks and Logistics Routes Integration are all installed)

Installing Freight Forwarder Management alone does not trigger this dashboard in 17.0. If you need it before its dependencies are installed, install Freight Dashboard explicitly from Apps; this installs its required dependencies too.

The Freight Dashboard is the one screen that reads the whole active shipment book at once, instead of one shipment at a time. It is where an Operations Manager decides which shipments need attention today - before opening any single shipment form. Reading it correctly means knowing that several of its numbers quietly leave shipments out: a shipment created more than 90 days ago, or one nobody has touched since it passed its ETA, can be missing from a count that looks complete. If a term below is new to you, see the Freight forwarding glossary.

Running scenario: Duc (Operations Manager) opens the dashboard on 2026-11-20 at 09:00. At that moment Nhat Long Footwear’s FCL export is mid-voyage on ONE COMPETENCE voyage 027W (rolled over from the original sailing, new ETA 2026-12-09) and flagged At Risk; Minh Phat Engineering’s FCL import (ETA 2026-11-17) is still not Done while customs and the on-behalf payment are being finished. These are the two rows the Delayed & At Risk Shipments list is expected to show once the Period filter is cleared.

Before you start¶

You are in the Administrator access level of Logistics (viin_logistics.group_logistics_shipment_admin). User: All Shipments and User: Own Shipments do not see a filtered dashboard - they do not see the Dashboard menu at all. See the user’s Freight access in Settings > Users & Companies > Users.

Warning

The Period filter in the top bar defaults to a relative range labeled Last 90 Days, counted from each shipment’s creation date, not its ETA or current state. It narrows every KPI scorecard, including those that count a current state such as Total Shipments or Delayed - a shipment created more than 90 days ago that is still running today drops out of those counts until you clear this filter.

Decide whether to clear the Period filter¶

Option	Use when	What changes
Keep the default Last 90 Days filter	You only care about recent activity	Faster to read, but can hide a shipment older than 90 days that is still running
Clear the Period filter	The morning scan of the whole active book - you must not miss a shipment	Slightly slower (reads the full un-archived history), but nothing running today is left out

For a whole-book morning scan, clear the Period filter so active shipments older than 90 days remain visible. For a recent-activity review, keep the 90-day filter or choose the period that matches the review.

Read the ten KPI scorecards¶

Ten scorecards give a snapshot of the whole book before you look at any single shipment.

Go to Freight Forwarding ‣ Dashboard.

Row 1: Total Shipments, In Transit, Delayed, Revenue, Profit.
Row 2: Total Containers, Containers In Transit, Total Packages, Total CBM, Total Weight.

Freight dashboard count cards with Period cleared at 20 November: Total Shipments, In Transit and Delayed above container and package counts; Delayed combines two shipments.

Note

Total Shipments and the four container, package, CBM and weight cards count every shipment created inside the Period window regardless of its state - a shipment already Done or Cancelled is still counted. Do not read these cards as “shipments still in the open pipeline.”

Tip

This step is done when: after clearing the Period filter, Delayed reads 2 - the Nhat Long Footwear export and the Minh Phat Engineering import - and you can tell that this single number already mixes two different situations, covered next.

Tell Delayed from At Risk¶

The Delayed scorecard and the Delayed & At Risk Shipments list both fold two different signals into one number - reading them as one flat list risks telling a customer their shipment is late when it has only shown early signs of risk, or missing a shipment that is genuinely late.

Scroll to the Delayed & At Risk Shipments table and click its title to open the full list.

Note

Clear the Period filter before reading this list: it matches on ETA falling in the last 90 days, not on creation date like the scorecards. The Nhat Long Footwear export’s new ETA (2026-12-09) is in the future, so with the default filter it drops out of this list even while the Delayed scorecard still counts it.

To tell a genuinely late shipment from one that is only at risk, open the shipment and compare two separate fields: Delivery Status = Late (its ETA has already passed) against Tracking Alert = At Risk (a vessel or route signal, not necessarily late yet). The list does not show which of the two put a row there.

Note

A shipment whose tracking status is On Hold (held for missing documents or customs) appears in neither Late nor At Risk, so it never appears in this list. Check the shipment tracking history (record the verified milestone and its date, and check the recipient before notifying the customer) separately if you suspect a shipment is being held.

Delayed and At Risk Shipments opened from the dashboard at 20 November: Minh Phat Engineering ETA 17 November and Nhat Long Footwear ETA 9 December; one Late shipment and one shipment still In Transit with tracking risk.

Tip

This step is done when: you can point to the Nhat Long Footwear row (At Risk, ETA 2026-12-09, not yet late) and the Minh Phat Engineering row (Late, ETA 2026-11-17 passed) and explain why each needs a different response.

Filter by Transport Mode¶

Sea, air and road shipments go to three different teams - filtering by mode before handing off work avoids assigning a shipment to the wrong team.

On the filter bar, type into the Transport Mode field. It only accepts the lowercase technical code, not the label you see on a shipment form: water for Sea / Waterway, air for Air, truck for Road, rail for Rail and multimodal for Multimodal.

Freight dashboard filter bar with Period cleared and Transport Mode set to water for sea shipments.

Tip

This step is done when: filtering water leaves only the sea shipments - the Nhat Long Footwear and Minh Phat Engineering FCL shipments and the Hai Phong LCL masters and houses - on every scorecard, chart and list, and Delayed still reads 2.

Read the charts and ranking tables¶

Charts show a trend or a stage breakdown that ten single-number scorecards cannot.

Four charts: Shipment by Month (new shipments per month), Shipment Pipeline (current stage), a pie chart by Transport Mode, and Expected Arrival Timeline (shipments due over the next five months by ETA).
Eight ranking tables below the charts: Top Revenue, Delayed & At Risk Shipments, Pending Bookings, Top Customers, Top Carriers, Top Responsible, Shipment Types, Top Routes.

Note

Expected Arrival Timeline is the only chart the Period filter does not narrow - it always reads the next five months by ETA. Pending Bookings only lists bookings in state Draft or Confirmed; a booking already sent to the carrier and awaiting a reply (state Requested) does not appear.

Tip

This step is done when: you can find the two shipments flagged above in at least one of the eight ranking tables.

Hand off follow-up work¶

The dashboard only helps you find a shipment that needs attention - there is no Assign or Mark handled button on it. Click a row in Delayed & At Risk Shipments to open the shipment form, then use its Chatter or your team’s usual channel to assign the follow-up to the Ops staff in charge.

Tip

This step is done when: every shipment on today’s Delayed/At Risk list has a named owner in its Chatter or your team’s channel.

Review profitability periodically¶

The Revenue and Profit scorecards only show a company-wide trend - finding which customer or route is dragging the margin down needs a different page.

Warning

The current dashboard template displays a fixed dollar sign on revenue and profit, including company-currency amounts in this VND example. Do not interpret that symbol as a USD conversion. Check the currency and amounts in the profitability report before sharing financial figures.

Read the Revenue and Profit scorecards for the Period you have selected (week or month), comparing against the baseline arrow shown next to each card.

Warning

Revenue counts a sales order line as soon as it is confirmed; Cost (feeding Profit) only counts once the matching vendor bill is Posted. Early in a shipment’s life, Profit here can read higher than it will once every bill is posted - do not treat it as final.

Top Customers and Top Routes only show Revenue and shipment count columns - neither has a Profit column, so they cannot tell you which customer or route is losing money.

Known limitations¶

Step	What Viindoo does today	What you do instead
Read the KPI scorecards	The Period filter (default Last 90 Days, by creation date) narrows every scorecard, including ones that count a current state such as Total Shipments and Delayed	Clear the Period filter before a full scan of the active book
Read the KPI scorecards	Delivery Status only recomputes when someone changes the shipment’s ETA, state or tracking - no scheduled job turns a shipment Late just because its ETA has passed	Also scan the Shipments list sorted by ETA; do not rely on the Delayed count alone
Tell Delayed from At Risk	The list matches the Period filter to ETA, the scorecard to creation date, so the two can disagree; Late and At Risk share one list, and On Hold appears in neither	Clear the Period filter, open each shipment to read Delivery Status and Tracking Alert, and check On Hold shipments in Tracking Updates
Filter by Transport Mode	The filter only accepts the lowercase technical code, not the mode label shown elsewhere	Type the code listed in the Transport Mode step
Read the charts and ranking tables	Pending Bookings excludes bookings in state Requested	Open the Bookings menu and filter by state to see every booking awaiting a reply
Review profitability periodically	Top Customers and Top Routes have no Profit column; Revenue counts from SO confirmation while Cost waits for a posted bill	Read Profit as provisional and use the shipment profitability report: reconcile revenue, posted vendor costs and company currency before sharing figures for profit by customer or route

Troubleshooting¶

Total Shipments drops sharply overnight with nothing Done or Cancelled¶

Symptom: The Total Shipments count is much lower than yesterday, although the Shipments list itself has not lost any record.

Cause: The Period filter counts by creation date within the last 90 days - one or more shipments simply aged out of that window as today’s date moved forward.

Fix: clear the Period filter in the top bar, or widen its range, to see the full active book.

The dashboard is blank, or shows “the JSON object must be str, bytes or bytearray, not bool”¶

Symptom: The Dashboard page is empty, or the browser console shows exactly this message.

Cause: The current user is not in the Logistics Administrator access level. The dashboard record itself is only shared with that group; a user outside it is served no spreadsheet data at all instead of a normal access-denied message. Widening the Dashboard menu’s own groups to other users leads to exactly this.

Fix: put the user in Administrator (Logistics) at Settings ‣ Users & Companies ‣ Users instead of widening the menu - User: All Shipments is not enough.