Business Dashboard
Self-service dashboard for B2B clients with real-time inventory, order, and shipment KPIs.
Why this matters
3PL clients want transparency without phone calls. The self-service dashboard eliminates 'what's my inventory?' emails and builds trust through real-time visibility. KPIs surface the metrics that matter for each client — open orders, in-transit shipments, total units on hand, last-30-day order count — scoped strictly to their own data.
Who this is designed for
Roles
B2B Client
External client with self-service access to inventory, orders, and products.
Platform Owner
Full system administrator with access to all tenants and configuration.
Overview
How Business Dashboard works
The Business Dashboard gives B2B clients self-service visibility into their inventory and order status within the warehouse. Live StatCards show open orders, in-transit shipments, total inventory units, and last-30-day order count, refreshing on every page load.
Clients can drill into recent activity, jump to their inventory or orders views, and see at-a-glance whether anything in their operation needs attention.
Data is scoped to the calling client tenant by row-level security at the database, so the same dashboard shape serves every client and never leaks across tenants.
Key capabilities
What you can do
- Real-data KPI cards (open orders, in-transit, units, last-30-day)
- Inventory at a glance
- Recent activity feed
- Quick links to portal tools
- Database-enforced data isolation
Related
Related modules
Business Outbound
Submit outbound shipment requests atomically, with database-level transactional safety.
Learn more
Business Products
Manage product catalog, SKUs, and item details from the client portal.
Learn more
Business Reports (client portal)
Client-facing AR aging view, scoped strictly to the client's own invoices.
Learn more
Business Billing (client portal)
Clients see their own invoices, line items, payment status, and dispute conversations.
Learn more
See it live
Want to see Business Dashboard in action?
A 30-minute demo walks through Business Dashboard and the rest of the platform — tailored to your operation.