Note: Operational Analytics will be available in Q2 as Open BETA
Enabling and Accessing the Operational Analytics Module
To provide your team with access to the Operational Analytics module, follow these two main steps: configuring role permissions and managing user licenses via the Add-on screen.
1. Granting Role-Based Permissions
The first step is to ensure the module is visible in the system for specific user groups. To do this:
Navigate to Settings > Role.
Select the Role you wish to authorize.
Go to the Analytics tab.
Locate and check the Operational Analytics permission.
Save your changes.
Once this is done, the Operational Analytics menu item will appear under of the Analytics menu for all users associated with that role.
2. User Authorization and License Management (App Screen)
After the role permissions are set, you must manage the individual user access within the Add-on section:
User Limit: The Operational Analytics add-on allows authorization for up to 5 users in BETA Phase. You can select and manage these specific users directly from the Operational Analytics card in the App screen.
Summary of Access
Visibility: Controlled via Settings > Role > Analytics.
Seat Allocation: Controlled via the Add-on screen (up to 5 users). BETA Phase
OPERATIONAL ANALYTICS DASHBOARDS :
INBOUND & INVENTORY DASHBOARD
The Inbound & Inventory Dashboard provides a comprehensive view of your warehouse's inventory health, inbound operations, and return activity. Use this dashboard to monitor stock quality, track vendor performance, and identify operational inefficiencies across your fulfillment workflow.
Filter Coverage Guide
Before diving into the tiles, note that filters at the top of the dashboard apply selectively:
Warehouse Code – Applies to all tiles.
Client Name – Applies to all tiles except Duration From The Last Completed Count Date To Today.
Expiration Status – Applies to Damage Reason, Inventory Expiration, and Lot No Tracking.
Vendor Name & Purchase Order Creation Date – Apply to PO Volume by Type and Avg. Vendor Lead Time.
Return Order Creation Date – Applies to Return Orders Volume By Client and Return Reason.
Receiving Date – Applies to Receiving Mix by Pack Type and Receipts Over Time.
1. Dashboard Objective:
1. Dashboard Objective
The Inbound & Inventory Dashboard is designed to give warehouse managers and operations teams full visibility into:
Inventory quality issues — identifying damaged, missing, or expiring stock before it impacts fulfillment.
Inbound receiving performance — tracking receipt volumes, pack type breakdowns, and vendor lead times.
Return activity — understanding which clients generate the most returns and why products are being sent back.
Cycle count accuracy — measuring how up-to-date and accurate your physical inventory counts are.
Use this dashboard to proactively address stock discrepancies, optimize vendor relationships, and maintain a healthy, accurate inventory.
2. Dashboard Tiles
🔵 Damage Reason Inventory Lines
Provides a breakdown of inventory issues from today's snapshot. It counts unique inventory log records categorized by reasons like Missing, Damaged, or Bad Packaging to help you identify stock loss and improve quality control.
🔵 Inventory Expiration Date Tracking
Tracks product shelf life by looking at inventory log records for items with a recorded expiration date. It compares the Expiry Date to today's date, labeling items as Expired or Active.
🔵 Duration From The Last Completed Count Date To Today
Shows how many days have passed since each location was last counted. It calculates the time difference between the last recorded count date and today.
🔵 Return Orders Volume By Client
Shows the total number of return orders for each client. Use this to identify which accounts have the highest return volumes.
🔵 Return Reason
Categorizes returned items by the reason provided (e.g., Failed Delivery, Wrong Item). It counts individual return order lines to help you identify why products are coming back.
🔵 Lot No Tracking
Tracks product batches by looking at your inventory log records. It displays SKUs and their quantities specifically for items that have a Lot number assigned.
🔵 PO Volume by Type
Shows the total number of unique Purchase Orders categorized by their order type (e.g., 10% Inbound, 100% Inbound, Carton Count, FBA Returns, Back to Stock).
🔵 Inventory Missing Quantity By Location
Shows a list of warehouse locations and the total amount of missing stock in each. It calculates the sum of missing quantities from your inventory records.
🔵 Avg. Vendor Lead Time
Measures vendor performance by calculating the average number of days between the Purchase Order Date and the Actual Receiving Date. This report only includes shipments with a recorded receiving date.
🔵 Receiving Mix by Pack Type
A breakdown of the total quantity received during the selected period, categorized by pack type (e.g., Each, Carton, Irregular, Unit).
🔵 Receipts Over Time
Tracks the monthly trend of total inventory quantities received at your warehouse over the last 12 months.
🔵 Inventory Record Accuracy (IRA) %
Shows the percentage of count tasks where the system quantity matched the physical count quantity exactly (0 variance), broken down by quarter.
🔵 Replenishment vs. Picking Volume
Compares the monthly trend of replenishment activity against picking volume over time.
Fulfillment Dashboard
The Fulfillment Dashboard provides end-to-end visibility into your outbound operations from open orders and carrier performance to shipping margins and warehouse job activity. Use this dashboard to monitor order flow, identify bottlenecks, and optimize your fulfillment efficiency.
Filter Coverage Guide
Filters at the top of the dashboard apply selectively across tiles:
Warehouse Code, Client Name & Shipment Order Creation Date – Applies to all tiles across the dashboard.
Shipment Order Type – Applies to Open Orders' Type Distribution, Order Distribution, Order Volume By USA States, Order Volume By Status, Shipment Order Urgency Status, Backorder Rate, Orders By Channel, Order Fulfillment Time, and Idle Orders.
Shipment Order Status Code – Applies to Open Orders' Type Distribution, Order Distribution, Order Volume By USA States, Order Volume by Status, Shipment Order Urgency Status, Backorder Rate, Orders By Channel, Order Fulfillment Time, Job Distribution, and Idle Orders.
Shipment Order Actual Shipment Date – Applies to Order Distribution, Orders By Carrier, Order Volume By USA States, Monthly Total Shipped Shipment Order Line Volume, Order Volume By Status, Backorder Rate, Daily Label Count, and Shipment Package Usage.
Shipment Line Shipped Date – Applies to Shipped LP/Box Count By Carrier, Monthly Total Shipped Shipment Order Line Volume, Shipment Package Usage, Daily Label Count, Top 10 Clients by Shipping Volume (Boxes), and Client Based Shipping Margin.
Carrier Label Creation Date – Applies to Shipped LP/Box Count By Carrier, Monthly Total Shipped Shipment Order Line Volume, Shipment Package Usage, Daily Label Count, Top 10 Clients by Shipping Volume (Boxes), and Client Based Shipping Margin.
1. Dashboard Objective
The Fulfillment Dashboard is designed to give warehouse managers and operations teams complete visibility into:
Order pipeline health — tracking open orders by type, status, and urgency to prevent delays.
Carrier & shipping performance — monitoring shipped volumes, carrier distribution, and label counts over time.
Warehouse job activity — identifying idle jobs, pending picks, and multi-item job distribution.
Use this dashboard to keep fulfillment running smoothly, reduce idle work in the warehouse, and make data-driven decisions about carrier strategy and client operations.
2. Dashboard Tiles
🔵 Open Orders' Type Distribution
Displays the volume of active orders categorized by order type (e.g., D2C Order, D2B Order - SPD, D2B Order - LTL/FTL, Sales Order).
🔵 Order Distribution
Provides insights into your order composition by identifying the volume of single vs. multi-item orders.
🔵 Shipped LP/Box Count By Carrier
Tracks the monthly volume of shipped LPs and boxes broken down by carrier (e.g., ShipStation, FedEx, UPS, Stamps.com, EasyPost, Techship, Custom, Partner, RateShops).
🔵 Order Volume By USA States
A geographical heatmap providing insights into order frequency and SKU density across the USA.
🔵 Monthly Total Shipped Shipment Order Line Volume
Monitors your monthly fulfillment momentum by tracking the total shipped shipment order lines over time.
🔵 Orders By Carrier
A comparative view of order volume and SKU quantity per carrier. Displays the distribution of orders across carriers like ShipStation, FedEx, UPS, Stamps.com, EasyPost, Techship, Custom, Partner, and RateShops.
🔵 Shipment Order Urgency Status
Categorizes orders by comparing their Expected Shipment Date to the current date. It identifies Delayed orders (date has passed), shipments Due Today, and those scheduled for Tomorrow or later.
🔵 Order Fulfillment Time
Measures the speed of your operations by calculating the number of days between the Created Date and the Actual Shipment Date. This report only includes orders with a Shipped status and groups them into time tiers (e.g., Same Day, 2 Days).
🔵 Order Volume By Status
Shows order and SKU distribution per order status (e.g., Shipped, Cancelled, ReadyToPick, ReadyToPack, PickingStarted, Open, OnHold, Shortage).
🔵 Shipment Package Usage
Shows the total count of each package type used for shipped orders, broken down by client. Tracks box usage and monitors packaging costs across your operations.
🔵 Orders By Channel
Shows order volume and total SKU quantities categorized by their integration source (e.g., Shopify, Amazon). Orders without a channel assignment are also captured.
🔵 Backorder Rate
Shows the backorder rate across total orders by categorizing shipments by their backorder flag (Yes vs. No).
🔵 Daily Label Count
Tracks daily warehouse output by counting the unique carrier labels created each day. Provides a day-by-day trend of your shipping volume.
🔵 Job Distribution
Categorizes warehouse activities based on the Single Item Job flag within your job type settings. It calculates the total number of unique warehouse jobs and the distinct shipment orders associated with them.
🔵 Idle Job Count
Distribution of unique Pending jobs created 2 hours ago, categorized by Job Type. Used to identify and resolve operational bottlenecks.
🔵 Idle Orders – Not Picked
Shows the number of orders and order lines where picking has been planned but hasn't started yet. It counts tasks in New status to help you see how much work is waiting in the warehouse.
🔵 Top 10 Clients by Shipping Volume (Boxes)
Ranks your top 10 customers according to their shipped box volume, helping determine the main drivers of your warehouse operations.
🔵 Client Based Shipping Margin
Tracks the profitability of shipping services for each client by comparing raw carrier costs against the total amount billed, revealing the actual shipping margin.
Management Dashboard
The Management Dashboard provides a high-level overview of your warehouse's business performance from client activity and order volumes to shipping costs, carrier performance, and storage utilization. Use this dashboard to monitor operational health and make strategic decisions with confidence.
Filter Coverage Guide
Global Filters (Applies to All Tiles):
Warehouse Code
Client Name
Order Filters:
Actual Shipment Date / Creation Date — Does not apply to Warehouse Utilization.
1. Dashboard Objective
The Management Dashboard is designed to give senior operations managers and business stakeholders a bird's-eye view of:
Client activity trends — tracking how many active clients are placing orders over time.
Order volume & revenue — monitoring the number and total value of created shipment orders.
Carrier performance & costs — analyzing shipping label response times, label counts, and shipping costs by carrier.
Warehouse capacity — understanding current storage utilization to plan for growth or identify space inefficiencies.
Order complexity — measuring average lines per order to anticipate picking effort and labor needs.
Use this dashboard for regular business reviews, capacity planning, and client performance evaluations.
2. Dashboard Tiles
🔵 Number of Active Clients
A monthly count of unique clients placing shipment orders. It visualizes your active customer trend over time to help you assess business expansion and client retention.
🔵 Number of Created Orders
Shows a daily count of unique orders created in the system. By filtering out deleted orders, it visualizes real-time demand trends to help you monitor growth and prepare for high-volume periods based on historical data.
🔵 Total Price of Created Shipment Orders
Shows the monthly total value of all created shipment orders by summing their Total Price. It categorizes orders by the month they were created and excludes any cancelled or deleted records.
🔵 Top 20 Sales Products
Displays your top 20 products based on the total quantity of units shipped. It calculates the sum of shipped quantities for all orders in Shipped status, grouped by SKU, to help you identify high-demand items and prioritize stock replenishment.
🔵 Number of Created Orders Per Client
Shows the total number of unique shipment orders created for each client. It counts every non-deleted order to help you identify your high-volume accounts and understand which clients drive the most warehouse activity.
🔵 Monthly Average Lines Per Order
Shows the average number of items (lines) in each order per month. It divides the total number of order lines by the unique shipment orders to help you understand order size and warehouse handling complexity.
🔵 Carrier Setup Level Shipping Cost
Displays the total monthly shipping cost broken down by carrier (e.g., ShipStation, FedEx, UPS, Stamps.com, EasyPost, Techship, Custom, Partner, RateShops).
🔵 Total Shipped Box / LP
Shows the total number of physical boxes (License Plates) shipped out each month. It counts unique package IDs for orders that are fully shipped, helping you track your monthly packaging volume and warehouse output.
🔵 Carrier Label Average Response Time
Shows the average response time (in seconds) it takes for each carrier to generate a shipping label.
🔵 Shipping Labels Count By Carrier
Tracks the total number of shipping labels created for each carrier on a monthly basis. Used to monitor outbound packaging volume and labeling density per carrier.
🔵 Average Lines Per Order By Client
Shows the average number of lines (items) per order for each client. It is used to analyze order complexity and the required picking effort in the warehouse.
🔵 Warehouse Utilization
A gauge representing the warehouse occupancy rate based on a daily inventory snapshot. It shows the percentage of storage locations that currently contain stock relative to the total available locations in the warehouse.
Productivity Dashboard
The Productivity Dashboard provides a detailed view of your warehouse team's operational performance from hourly picking and packing efficiency to individual associate output, task completion times, and overall facility throughput. Use this dashboard to monitor workforce productivity, identify bottlenecks, and optimize shift planning.
Filter Coverage Guide
Global Filters (Applies to All Tiles):
Warehouse Code, Client Name, Job Type Code, Associate Name
UPH Measurement Date applies to:
Hourly Picking Efficiency, Hourly Packing Efficiency, Hourly Packed UOM Quantity Per Packer, Hourly Picked UOM Quantity Per Picker, UPH Task Metrics, Facility Output by Process (Volume)
UPH Task Type Parameter applies only to:
UPH Task Metrics
1. Dashboard Objective
The Productivity Dashboard is designed to give warehouse managers and operations leads granular visibility into:
Hourly team output — tracking picking and packing volumes hour by hour to identify peak activity windows.
Individual associate performance — measuring each team member's daily average output for picking and packing.
Task lead times — monitoring how long it takes to complete pick, pack, and ship tasks from creation to finish.
Order quality — evaluating perfect order rates per associate to identify accuracy issues early.
Facility throughput — understanding total warehouse output across all processes in a single view.
Use this dashboard for daily shift reviews, associate performance evaluations, and continuous improvement initiatives.
2. Dashboard Tiles
🔵 Hourly Picking Efficiency
Tracks the total quantity of items picked each hour for the selected UPH Measurement Date, based on UTC time. It sums up items from completed tasks to show when the warehouse is most active. Each time slot represents the total for that full hour (for example, 16:00 shows all items collected between 16:00 and 17:00).
🔵 Hourly Packing Efficiency
Tracks the total quantity of items packed each hour for the selected UPH Measurement Date, based on UTC time. It sums up items from completed tasks to show when the warehouse is most active. Each time slot represents the total for that full hour (for example, 16:00 shows all items collected between 16:00 and 17:00).
🔵 Hourly Packed UOM Quantity Per Packer
Displays the total quantity of items packed by each team member every hour for the selected UPH Measurement Date, based on UTC time. It breaks down the workload to show individual productivity levels throughout the day. Each time slot represents a 60-minute window (for example, 16:00 shows all items collected between 16:00 and 17:00).
🔵 Hourly Picked UOM Quantity Per Picker
Displays the total quantity of items picked by each team member every hour for the selected UPH Measurement Date, based on UTC time. It breaks down the workload to show individual productivity levels throughout the day. Each time slot represents a 60-minute window.
🔵 Daily Avg. Packed Qty (Last 30 Days)
Displays the average daily quantity of items packed by each team member over a rolling 30-day period. It calculates the mean volume from completed task records to provide a long-term view of individual productivity levels.
🔵 Daily Avg. Picked Qty (Last 30 Days)
Tracks the 30-day average of unique shipment orders picked and completed per person. It divides the total count of distinct orders successfully picked by each team member by 30 to show long-term productivity trends.
🔵 Daily Avg. Packed Orders (Last 30 Days)
Tracks the 30-day average of unique shipment orders packed and completed per person. It divides the total count of distinct orders successfully packed by each team member by 30 to show long-term productivity trends.
🔵 Daily Avg. Picked Orders (Last 30 Days)
Tracks the 30-day average of unique shipment orders completed per person. It divides the total count of distinct orders handled by each team member by 30 to show long-term productivity trends.
🔵 Start to Pack (hr)
Shows the average time in hours it takes to complete a packing task after it has been created over a rolling 3-month period. It measures the duration from Creation to Actual Finish for all successfully finished tasks each day.
🔵 Start to Pick (hr)
Shows the average time in hours it takes to complete a picking task after it has been created over a rolling 3-month period. It measures the duration from Creation to Actual Finish for all successfully finished tasks each day.
🔵 Create to Pick (hr)
Shows the average time in hours from when an order is created to when the picking task is finished over a rolling 3-month period. It measures the total lead time for all completed picking tasks each day.
🔵 Create to Pack (hr)
Shows the average time in hours from when an order is created to when the packing task is finished over a rolling 3-month period. It measures the total lead time for all completed packing tasks each day.
🔵 Create to Ship (hr)
Shows the average time in hours from order creation to official shipment over a rolling 3-month period. It measures the complete outbound cycle time for all successfully shipped orders.
🔵 Order Submit to Ship (hr)
Shows the average time in hours from the official Order Date to the Actual Shipment over a rolling 3-month period. It measures the total turnaround time for all shipped orders to help you track end-to-end fulfillment speed and identify periods of heavy backlog.
🔵 Average SKU Count Per Completed Job
Shows the average variety of unique products (SKUs) handled within each completed job over the last 30 days. It measures how many different items are collected in a single job assignment, helping you understand the density of your warehouse jobs.
🔵 Avg Job Completion Duration
Shows the average time in hours spent on each warehouse job from start to finish over the last 30 days. It measures how long a job stays active by calculating the duration between the Actual Start and Actual Finish timestamps.
🔵 Perfect Order % Per Associate
Calculates the Perfection Rate based on the total order volume processed by each associate. The formula subtracts orders marked as Missing (Missing Item) during the picking process from the total order count, displaying the ratio of the remaining perfect orders to the total volume.
🔵 UPH Task Metrics
A detailed pivot table showing each associate's total quantity of tasks completed per hour, their Average UPH (Units Per Hour), and Active Hours for the selected UPH Measurement Date and Task Type Parameter.
🔵 Facility Output by Process (Volume)
Tracks the total quantity of items processed across Picking, Packing, and Sorting in hourly intervals. The red line represents the Total Throughput, showing the overall warehouse output. All times are in UTC — for example, 09:00 includes all tasks completed between 09:00 and 10:00.
Downloading & Viewing Tile Data
The Operational Analytics dashboards allow you to export data directly from any tile in multiple formats. Below is a guide on how to download tile data and use the drill-down feature where available.
Downloading Data from a Tile
To download data from any tile:
Hover over the tile and click the three-dot menu (⋮) in the top-right corner of the tile.
Select Download data from the dropdown menu.
Choose your preferred Format from the options below.
Click Download.
Available download formats:
TXT (tab-separated values)
Excel Spreadsheet (Excel 2007 or later)
CSV
JSON
HTML
Markdown
PNG (Image of Visualization)
Advanced Data Options
When downloading, you can expand the Advanced data options section to customize your export:
Results
With visualizations options applied — Downloads data as it appears in the chart/table view.
As displayed in the data table — Downloads the raw underlying data table.
Data values
Formatted — Includes formatting such as number rounding and special characters.
Unformatted — Raw values with no rounding or special character formatting.
Number of rows to include
Current result table — Downloads only the rows currently visible.
All results — Downloads the complete dataset without row limits. Select this option to ensure you receive the full data export.
Custom — Allows you to specify a custom number of rows.
Drill-Down & Viewing Underlying Data
Some tiles support a drill-down feature, which allows you to click on a bar, slice, or data point within a chart to view the underlying row-level data in a detailed table.
Once the drill-down table opens, you can:
Review the detailed records directly in the modal.
Click the Download button in the top-right corner of the modal to export the drill-down data.
📌 Note: The default data display limit in drill-down tables is 500 rows. To download the complete dataset beyond this limit, open Advanced Data Options in the download dialog and select All Results.
📌 Note: Not every tile has the drill-down feature. It is only available on tiles where the data points are interactive (e.g., bar charts, pie chart slices). If a tile does not support drill-down, clicking on it will not open a detail table.