Shippit Insights provides a complete view of your shipping and delivery operations across a broad range of data points. If you have the Advanced Insights add-on pack, you can access pre-built dashboards that are designed to surface key logistics metrics across delivery performance and cost. To meet your specific business needs, you also have the option of customising these dashboards.
This article discusses how to create and edit a custom dashboard. For information on using Shippit Insights, see the About Shippit Insights article. For information on the various pre-built dashboards, see the individual articles for each dashboard in the Shippit Insights collection.
Navigate Shippit Insights
The Shippit Insights section contains both dashboards and looks, divided into pre-built dashboards, your own personal dashboards, and dashboards that are available to all users within your company.
Dashboards and looks
A look is a single graph or table, while a dashboard contains a collection of different graphs and tables.
My folder
Your own personal folder contains dashboards and looks that you have created, and that are only available within your account. It is best practice to create your custom dashboards in your own folder to start with, and then copy them to your group folder when you are ready to share them with the wider organisation.
Group folder
The group folder is accessible to all users within your company account. Any dashboards or looks that exist in this section can be seen by all users in your company. Be careful when editing dashboards or looks in this section.
Create a custom dashboard
To create a custom dashboard, start with one of the pre-built dashboards. You can copy the custom dashboard to your folder and customise it with the data you require. When you're ready to share the dashboard with other users in your company, you can copy it from your personal folder to your group folder.
Copying a pre-built dashboard
Log in to your Shippit account and navigate to the Insights tab.
In the Shippit dashboards section of the left navigation panel, locate the dashboard you want to copy.
Open the kebab menu to the right of the dashboard name in the left navigation panel, and select Copy to My folder.
Editing a custom dashboard
Log in to your Shippit account and navigate to the Insights tab.
In the My folder section of the left navigation panel, click the dashboard you want to edit to open it.
Open the kebab menu to the right of the dashboard name in the main panel, and select Edit dashboard.
For each text field that you want to edit, including the dashboard title, click the field and make your changes.
For each data panel that you want to edit, click the field and select the pencil icon to open the data selection panel:
Select the data field you want to display from the left panel.
Adjust the data field using the filters in the main panel.
When you are happy with the data field, click Save to return to the main dashboard editing screen.
When you are happy with your edits, click Save to save your changes and return to the main Shippit Insights screen.
💡NOTE: Any changes you make to dashboards that you have copied, only apply to the copy. The original dashboard is not changed.
Key metrics available
Shippit Insights offers a variety of detailed, configurable data views to help you track your shipping performance. This section outlines some of the more important metrics that you can track and customise within your reports:
Delivered on time: The percentage of orders delivered on or before the estimated delivery date.
Average transit time: The number of working days your orders spend in transit.
Carrier performance: Track outcomes across different carriers and service levels.
Order volume: Total number of orders booked, which can be analysed by various trends.
Average custom cost: Monitor the average shipping cost across your orders.
Chargeable weight: A comparison of average shipment weight and cubic volume.