Dashboard Redesign 2022
🎉 New Feature Announcement
A brand new Dashboard!
The dashboard will be redesigned to help your customers get an overview of where their shipments are in their journey, what's getting delivered soon, and what activity has happened on their account recently. It is focused to help your customers plan and take action without needing to leave the dashboard.
This exciting redesign is a result of extensive interviews with shippers, where we asked what they wanted to see and how. The value to you is delivering the information they’ve directly asked for, which increases their loyalty to you, can help them gain more trust and dependency on you as their service provider. The more they trust you, the more they’ll ship with you, directly impacting ROI and your bottom line.
Below we will explain in detail each of these elements and what they mean.
Active Shipments Card
See how many active shipments you have and what stage of their journey they're on.
Each of the statuses below the rainbow bar will take the user to the Shipment Explorer with that specific filter applied. For example, if you click on the status At Origin Port: 409, the user will be able to see those 409 shipments on the Shipment Overview page.
Identify shipments that may need further attention with the customs callout, which will tell you how many shipments have not cleared customs within 7 days of commencing.
To learn where we get the information for each status, please reference the Logixboard Mapping Guide.
Value: Your customers will be able to quickly see how many shipments are in which status, then have easy access to all of those statuses. This can expedite their processes, drive comfort by having this knowledge easily, and increase their loyalty to you as their partner.
This Week’s Arrivals Card
This Week’s Arrivals card gives you a full glimpse of what needs to be taken care of this week.
Quickly see how many shipments you have arriving to Destination Ports or Final Destinations each day of the week to allow for resource planning.
Dive into an individual day to see individual shipments arriving.
Value: Your customers will be able to more easily plan for arrivals, helping them be more able to plan resources.
Estimated Arrivals Card
With the Estimated Arrivals calendar you'll quickly be able to see which shipments are arriving to their destination port or final destination on which dates.
You can further narrow down arrivals by ports of interest, transport mode, and changes to ETA to help you plan for what's ahead.
Value: Similar to the This Week’s Arrivals card, your customers will be able to more easily plan for arrivals, helping them be more able to plan and allocate resources.
Inbox with Quick View
See the latest changes to ETAs, comments, and uploaded documents related to your shipments with the inbox.
When the user clicks any of the above windows, they will be able to see all of those shipments, and have the option of open a Quick View window for a particular shipment.
Once on Quick View, they can learn a little more about the shipment’s activities, as well as post comments.
Value: This will help your customers know what they need to pay attention to more immediately, improving how they get organized and their overall processes.
Quick View of Single Shipment
Just like the Quick View Inbox, see the latest changes to ETAs, comments, and uploaded documents related to your shipments with the inbox.
To get to Quick View, go to the Estimated Arrivals card, and use the arrow to click through to view high level details about the shipment of your choice.
Reach out to others regarding important shipments, download the latest document, and see the latest activity all while never leaving the dashboard with the new and improved quick view.
Value: Your customers can quickly view the high level details of the shipment without having to go into the full Shipment Details page. Having the comments included allows them to send you a message in Logixboard if they have a question, streamlining communication and saving time.
Pinned Shipments Card
Quickly find shipments of interest on the Pinned Shipments card.
To pin a shipment, go to that Shipment’s Details page, and click the pin located at the top of the page.
Value: Customers will be able to stay focused on the shipments they care the most about, as well as expedite process as this relieves the need to perform a search every time they want to view the shipment in Logixboard.
How to pin a shipment:
Accounts Card
Keep tabs on your accounts with the accounting section.
For you and your employees, this will be called Accounts Receivable.
For your customers, this will be called Accounts Payable.
Value: Get paid faster by giving customers easy access to their invoices. By clicking on any of these rows, Logixboard will show them a breakdown of charges, as well as allow them to download their Invoice PDF.
❓FAQ
1. Estimated arrivals - will we see the cards for the current day’s shipments by default? Or will this part be empty until a day is selected?
It defaults to the current day. If there are no shipments arriving on that day, it will have a little message saying so.
Then, you can use the calendar to select any other day you’d like to view.
2. How do you define Active Shipments?
An Active Shipment is any shipment with the statuses listed in the Active Shipments card.
There are no date parameters - as long as the shipment is still moving, it will appear as an Active Shipment.
In the case of the card below, an Active Shipment is all shipments with the following statuses:
1. At Origin Port
In Transit
At Destination Port
Gate Out