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Using the Dashboard

The dashboard serves as the central hub in Dockflow, providing a bird's eye view of everything happening right now.

Accessing the Dashboard​

From the main navigation menu, select Dashboard.

Dashboard Overview Figure 1: Dockflow dashboard with shipment status counters and main views

Dashboard Structure​

Header Tabs​

The header displays shipment status counters representing tradeflows in different phases:

  • Click individual tabs to filter tradeflows by phase
  • See at-a-glance counts for each status
  • Quickly jump to specific shipment categories

Main Views​

The dashboard offers several pre-configured views to help you focus on what matters:

Tradeflows​

All created tradeflows for your entity. This is your complete list of shipments.

Tradeflows View Figure 2: Tradeflows view showing all shipments

My Tradeflows​

Only tradeflows where you are the lead contact. Use this to see shipments you're personally responsible for.

My Tradeflows Figure 3: My Tradeflows - shipments where you're the lead contact

Containers​

All containers across all tradeflows. View individual container-level details rather than shipment-level summaries.

Containers View Figure 4: Container-level view across all shipments

Arriving​

Shipments arriving within a specific time window:

  • Yesterday - Shipments that arrived
  • Today - Currently arriving
  • Next 2 days - Upcoming arrivals

Use this to plan receiving operations and coordinate with warehouses.

Arriving Shipments Figure 5: Arriving shipments view

Flags​

Open the Flags tab in the dashboard header to see tradeflows that currently have an active flag. Flags are set by automations when their rules match (for example an ETA change or a discharge event). The counter on the tab shows how many flagged rows match your filters.

The table lists each flag with B/L, booking, a name that reflects the automation or flag type (for example NEW ETA CHANGE (+1 days) or ETA Delayed +7 days), and flag created time. Use the filters above the grid (flags, active state, people, and more) to narrow the list. For how automations create these flags and how notifications work, start with Flags overview.

Dashboard — Flags tab listing flagged tradeflows Figure 6: Flags tab—active flags on tradeflows, with B/L, booking, flag name, and created time

In Transit​

Shipments currently at sea. Track vessels and containers in-route to their destinations.

In Transit Figure 7: Shipments currently in transit

Temperature​

Containers with condition trackers monitoring:

  • Temperature
  • Humidity
  • Shock/impact
  • Other environmental conditions

Critical for refrigerated cargo and sensitive goods.

Temperature Monitoring Figure 8: Containers with temperature and condition tracking

Discharged at POD​

Shipments that have arrived and been discharged at the port of destination.

Next step: Arrange pickup or delivery from the port.

Discharged at POD Figure 9: Containers discharged at port of destination

Customization Features​

Column Management​

Customize which data columns are visible and their order:

  1. Click the Views option (usually in the top-right)
  2. Select Edit columns
  3. Check/uncheck columns to show or hide them
  4. Drag columns to reorder them
  5. Click Apply to save your changes

Common columns:

  • Container number
  • Origin/Destination
  • ETA
  • Status
  • Carrier
  • Vessel name
  • Lead contact

Column Management Figure 10: Edit columns interface

Column Configuration Figure 11: Configure which columns to display

Apply Changes Figure 12: Apply column changes

Creating Custom Views​

Save your column configurations and filters as reusable views:

  1. Click the View menu
  2. Select "Save & Edit view"
  3. Configure your columns and filters
  4. Give your view a descriptive name
  5. Click Save

Your custom view will now appear in the Views dropdown for quick access.

Example custom views:

  • "Urgent - Arriving Today" - Only containers arriving today
  • "My Temperature Cargo" - Your refrigerated shipments
  • "Partner XYZ Shipments" - All shipments with a specific partner

View Menu Figure 13: Access the View menu

Save & Edit View Figure 14: Save & Edit view option

Save Options Figure 15: Name and save your custom view

Filtering​

Apply multiple filters to narrow down your view:

Available filters:

  • Partners - Filter by business partners or forwarders
  • Flags - Show only flagged shipments
  • Type - Filter by shipment type (FCL, LCL, air, etc.)
  • Active/Inactive status - Show only active or archived shipments
  • Date ranges - Filter by departure, arrival, or creation dates
  • Ports - Filter by origin or destination port

How to use filters:

  1. Click the Filter button (usually near the search bar)
  2. Select your filter criteria
  3. Click Apply
  4. View filtered results

Clear filters:

  • Click Clear all in the filter bar
  • Or click the X next to individual filter tags

Filter Tools Figure 16: Filter editing and management interface

Tips for Effective Dashboard Use​

Combine Views and Filters​

Use views for persistent configurations and filters for temporary focus:

Example workflow:

  1. Start with "My Tradeflows" view
  2. Apply filter for "Arriving this week"
  3. Add filter for Flags to see only flagged shipments
  4. Address issues
  5. Clear filters to return to full view

Save Common Filter Combinations​

If you frequently use the same filter combination:

  1. Apply your filters
  2. Save as a custom view
  3. Reuse instantly from the Views dropdown

Use Multiple Tabs​

Open multiple dashboard views in separate browser tabs:

  • Tab 1: "Arriving Today" - Check hourly
  • Tab 2: Flags — Monitor automation-driven flags
  • Tab 3: "All Tradeflows" - Reference view

Keyboard Shortcuts​

Speed up your workflow with keyboard shortcuts:

  • / - Focus search bar
  • Esc - Clear search or close modals
  • Arrow keys - Navigate between rows
  • Enter - Open selected tradeflow

(Check the help menu for a complete list of shortcuts)

Next Steps​

  • Learn about automations - Getting Started with Automations
  • Create custom flags - Set up automated alerts for your team
  • Export data - Download dashboard data for reporting

Need Help?​

Migrated from: https://support.dockflow.com/using-the-dashboard Last updated: January 28, 2026