How to use the Cargobase dashboard?

Configure the dashboard to focus on what matters to you.

Each individual may have a specific scope to monitor according to their role. The Cargobase dashboard is an ensemble of configurable widgets allowing users to build a customized overview based on their preferences.

How to customize the dashboard?

• Manage widgets: hover over the three dots and click the padlock to unlock the page.

• Reset the dashboard: click '↺' to set the default view.

• Add a widget: click '+' and select the widget you want to add.

• Edit a widget: click  on the widget to access the widget settings.

• Move a widget: click and hold to grab the widget to drop it to the desired location.

• Lock the page: click '' to lock the widgets.

How to configure the widgets?

• List: a list of transactions for a given status and location.

Choose data source > Choose widget content > Filter content by payment locations

• Status: a KPI related to the number of transactions for a given status and location.

Choose data source > Choose widget content > Filter content by payment locations

• Quick actions: a button to access a saved template for new transaction creation.

Choose action > Choose template (Optional) > Add Quick Actions (if you need more than 1)

• Calendar: a view of shipments expected to be picked up from or delivered to a given location.

Choose a team > Select restriction (origin/destination, location type) > Enter location name

• Map: an overview of active shipments by origin or destination location.

How to use the map?

• Click the toggle on the map to change the view:
  • Origin: the map will show the origin location of active shipments.
  • Destination: the map will show the destination location of active shipments.

• The numbers indicate the number of shipments picked up from or delivered to the location.
• The colour coding indicates the status of the shipments:
  • Black: Booked
  • Blue: In transit
  • Orange: Delayed

• Click to view details and access the shipment link.