Dashboard Overview

The Shaloz Business Portal dashboard is your command center for managing deliveries and monitoring key metrics.

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Accessing the Dashboard

Login:

1. Visit portal.shaloz.com
2. Enter phone number
3. Receive SMS verification code
4. Enter code to login
5. Dashboard loads automatically

Dashboard URL: portal.shaloz.com/dashboard

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Dashboard Layout

The dashboard is divided into several key sections:

1. Header

• Shaloz logo (click to return to dashboard)
• Environment toggle (Sandbox / Production)
• Pickup location selector (business owners)
• Notifications bell icon (with unread count)
• User profile menu

2. Hero Section

• Welcome message with your name
• Gradient design banner

3. Key Metrics Cards

• Pending Orders
• Total Pickup Locations
• Urgent Deliveries (today)
• Trend indicators (% change)

4. Orders Over Time Chart

• Visual graph of fulfillment trends
• Date range filters
• Center selection

5. Pending by Center Summary

• Grid showing pending orders per center
• Pending count and total amount
• Clickable for details

6. Sidebar Navigation

• Links to all portal pages
• Quick access to features

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Key Metrics Cards

Pending Orders Card

What It Shows:

• Total number of orders awaiting fulfillment
• Percentage change from previous period

What It Means:

• Orders that need to be processed and sent to drivers
• Includes orders not yet paid for

Actions:

• Click card to go to Fulfillment Data page (Pending tab)
• Process these orders to send them to drivers

Urgent Deliveries Card

What It Shows:

• Number of deliveries scheduled for today
• Deliveries that need immediate attention

What It Means:

• Same-day delivery orders for today

Actions:

• Click to view urgent orders
• Prioritize fulfillment of these orders

Total Pickup Locations Card

What It Shows:

• Number of pickup locations (pickup locations) you have
• Quick reference for your locations

Actions:

• Click to go to Pickup Locations page
• Add or manage centers

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Orders Over Time Chart

What It Shows:

• Line/area chart displaying fulfillment volume over time
• X-axis: Date range
• Y-axis: Number of orders

Filters:

Date Range:

• Last 7 days
• Last 30 days
• Last 90 days
• Custom date range (date picker)

Pickup Location:

• All Centers (default)
• Select specific center from dropdown
• View data for one location

How to Use:

1. Select date range from dropdown
2. (Optional) Select specific center
3. Chart updates automatically
4. Hover over points to see exact numbers

Insights:

• Identify peak delivery days
• Track growth over time
• Spot trends and patterns
• Plan staffing and resources

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Pending by Center Summary

What It Shows:

• Grid of pickup locations
• Each card displays:
• Center name
• Number of pending orders
• Total pending amount (in dollars)

Example Card:

Main Warehouse
12 Pending Orders
$245.50 Total Pending

How to Use:

• Quick overview of which centers need attention
• Click card to view orders for that center
• Identify bottlenecks

Why It's Useful:

• See at-a-glance where orders are waiting
• Prioritize fulfillment by location
• Balance workload across centers

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Real-Time Updates

Live Data with WebSocket:

The dashboard uses Socket.IO for real-time updates:

• Order status changes update instantly
• New orders appear without page refresh
• Metrics update automatically
• Notifications arrive in real-time

Connection Status:

• Check notifications dropdown for "Connected" status
• Green dot = Connected
• Red dot = Disconnected
• Refresh page if disconnected

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Environment Toggle (Sandbox vs. Production)

Located: Top-right header

Sandbox Mode:

• For testing only
• No real charges
• No real deliveries
• Test orders and integrations safely

Production Mode:

• Live environment
• Real charges
• Real deliveries
• Real driver assignments

Switching Environments:

1. Click toggle switch in header
2. Page reloads with selected environment data
3. Metrics, orders, and rates reflect chosen environment

Important:

• Always test in Sandbox first
• Switch to Production when ready to go live
• Ensure you're in correct environment before creating orders

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Pickup Location Selector (Business Owners)

Located: Header (dropdown)

Purpose:

• Filter dashboard data by pickup location
• View metrics for specific location

How to Use:

1. Click dropdown in header
2. Select "All Centers" or specific center
3. Dashboard updates to show selected center's data

Team Members:

• Don't see this dropdown
• Automatically see only assigned centers
• No manual selection needed

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Notifications Center

Located: Bell icon in header

Features:

• Unread Count Badge - Number of new notifications
• Connection Status - Green (connected) or Red (disconnected)
• Last Updated - Timestamp of most recent update
• Notification List - Up to 50 recent notifications

Notification Types:

• Order status changes
• Delivery completed
• Payment captured
• Driver assigned
• System alerts

Actions:

• Click notification to view details
• Click "Mark All Read" to clear badge
• Click refresh icon to fetch latest
• Click gear icon for settings:
• Toggle toast notifications
• Toggle sound alerts
• Clear all notifications

Persistence:

• Notifications saved to browser localStorage
• Survive page refresh
• Synced across all open tabs

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Sidebar Navigation

Quick Access Links:

Main Pages:

• Dashboard
• Fulfillment Data (orders)
• Pickup Locations
• Team Members
• Shipment Zones
• Rate Calculator
• Settings
• Docs (documentation)

Click any link to navigate

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User Profile Menu

Located: Top-right corner (your name/avatar)

Options:

• View Profile
• Settings
• Log Out

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Dashboard Best Practices

Daily Routine:

1. Check Pending Orders - Process waiting orders
2. Review Urgent Deliveries - Prioritize same-day orders
3. Monitor Chart - Identify trends
4. Check Notifications - Stay updated on status changes
5. Review Pending by Center - Balance workload

Weekly Review:

• Analyze Orders Over Time chart (7-day or 30-day view)
• Identify peak days
• Plan staffing accordingly
• Review pickup location performance

Monthly Planning:

• Review 90-day trends
• Assess growth
• Plan for scaling (add centers if needed)
• Review team member assignments

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Mobile Responsiveness

Dashboard on Mobile:

• Fully responsive design
• Cards stack vertically
• Chart adapts to screen size
• Touch-friendly interface
• Access from phone or tablet

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Dark Mode Support

Theme:

• Dashboard supports dark mode
• Automatic based on system settings
• Or manually toggle in Settings

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Performance Tips

For Best Performance:

• Close unused browser tabs
• Clear browser cache periodically
• Use modern browser (Chrome, Firefox, Safari, Edge)
• Ensure stable internet connection
• Keep browser updated

If Dashboard Loads Slowly:

• Check internet speed
• Refresh page
• Log out and back in
• Clear cache and cookies
• Try different browser

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Understanding Metrics

What "Trend Indicators" Mean:

Positive Trend ():

• Increase compared to previous period
• Green color (usually good for orders)
• Example: " 12%" means 12% more than last period

Negative Trend ():

• Decrease compared to previous period
• Red color
• Example: " 5%" means 5% fewer than last period

Period Comparison:

• Last 7 days vs. previous 7 days
• Automatic calculation
• Updates daily

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Need More Details?

Dive Deeper:

• Click on any metric card to see detailed data
• Use Fulfillment Data page for order-level details
• Check Reports (if available) for advanced analytics

Questions About Dashboard?

• Contact support via help.shaloz.com
• Check Docs page for additional guides