The **Dashboard** (*Dashboard Übersicht*) is the page you see after logging in. It shows your key figures as widgets: orders, revenue, a map of countries, top products and many warehouse figures such as picklists, goods receipt, returns or employee performance. You decide which widgets you see and where they are. Your layout is saved per user and per company.

![Screenshot: Dashboard with several widgets, e.g. order pipeline, daily throughput and goods in](/insights/images/dashboard-overview.png)

## Before you start
- Your user needs the permission to see the dashboard (rights tree: **Dashboard › Overview**). Ask your administrator if you see an empty page.
- Some widgets need additional permissions. Widgets you have no permission for appear neither on the dashboard nor in the list of available widgets:
  - Revenue widgets (**Last 3 days**, **Trend**, **Period - Revenue**, **Top 15 products**, **Sales by module**) need the sales permission of the dashboard.
  - Warehouse widgets need access to the warehouse (WMS).
  - Figures per employee (**Pick performance today**, **Packing performance today**, **Forklift rides today**) need *Be able to see employee performance* (*Mitarbeiter-Leistung sehen können*) under **Dashboard › Overview** in the rights tree.
  - **Pick time per box** and **Packing time** need *Be able to see process times (pick and packing times)* (*Prozesszeiten (Pick- und Packzeiten) sehen können*).
  - **Billing preview** needs *Be able to see billing preview* (*Abrechnungs-Vorschau sehen können*).
  - Saving your own templates needs *Manage dashboard templates* (*Dashboard-Vorlagen verwalten*).
- See [Roles](/company/roles.md) for how permissions are assigned.

## The buttons
At the top right of the dashboard you find these buttons:

| Button | What it does |
|---|---|
| Wrench | Starts the edit mode. Now you can move widgets by drag & drop and change their size. |
| Plus | Opens **Available widgets** (*Verfügbare Widgets*). |
| Layers | Opens the template menu: **Apply template** (*Vorlage anwenden*), **Save as template** (*Als Vorlage speichern*) and **Own templates** (*Eigene Vorlagen*). |
| Save (disk) | Saves position, size and visibility of all widgets. |
| Reset | **Reset Dashboard** (*Dashboard zurücksetzen*) – deletes your own layout. On the next load your template applies again. |
| Gear | Only for companies with JTL figures: opens the JTL configuration (see below). |

![Screenshot: Button bar at the top right of the dashboard in edit mode (wrench, plus, layers, save, reset)](/insights/images/dashboard-buttons.png)

## Step by step

### Arrange widgets
1. Click the **wrench** button to start the edit mode.
2. Drag widgets to a new position. Drag the corner of a widget to change its size.
3. To add a widget, click the **plus** button. **Available widgets** lists all widgets you may use, sorted by area: Orders, Turnover, Goods out, Goods in, Stock & warehouse, Billing, Employee performance, System. Click a widget to add it.
4. Click **Save** to keep your layout.

![Screenshot: Panel "Available widgets" sorted by area](/insights/images/dashboard-available-widgets.png)

### Apply a template
A template is a ready-made set of widgets with a layout. When you open the dashboard for the first time, X-Sitter uses the template stored for your user (set by your administrator in [Employees](/company/employees.md)) or the template of your role: **Logisticians** (*Logistiker*) for logisticians, **Client (seller)** (*Mandant (Verkäufer)*) for everybody else.

1. Click the **layers** button and choose a template under **Apply template**.
2. In the dialog, choose **Only for the current company** (*Nur für die aktuelle Firma*, default) or **For all my companies** (*Für alle meine Firmen*).
3. Click **Apply** (*Anwenden*). All widgets of the template are switched on and arranged, all others are switched off. The page reloads.

With **For all my companies** the template is also remembered for your user, and your layouts in your other companies are reset – they are rebuilt from the template the next time you open the dashboard there.

Logisticians can choose **Logistics** and **Client (seller)**; clients see **Client (seller)** and the template assigned to them, plus the own templates of their company.

![Screenshot: Template menu opened with "Apply template", the role templates, "Own templates" and "Save as template"](/insights/images/dashboard-template-menu.png)

### Save your own template
With the permission *Manage dashboard templates* you can save the current layout as a template for your company:

1. Arrange the widgets as you want them.
2. Click the **layers** button and choose **Save as template** (*Als Vorlage speichern*).
3. Enter the **Template Name** (*Name der Vorlage*) and optionally a **Description** (*Beschreibung*), then save.

The template contains the widgets currently shown with their layout. It appears under **Own templates** for all users of your company. A template with the same name is overwritten. Each company can have at most 20 own templates. To delete one, click the trash icon next to it (**Delete template**, *Vorlage löschen*). Users who had the deleted template assigned get the template of their role again; layouts that were already applied stay as they are.

![Screenshot: Dialog "Save as template" with template name and description](/insights/images/dashboard-save-template.png)

### JTL configuration
If JTL figures are switched on for your company (contact X-Sitter support to activate), revenue widgets read their data from your JTL connection. The **gear** button opens the JTL configuration:

- **Time** (*Zeitpunkt*): count revenue by **Order date** (*Bestelldatum*) or **Shipment Date** (*Auslieferdatum*).
- **Platforms** (*Plattformen*): which sales platforms are included.

Cancellations are never counted. See [JTL connection](/jtl/jtl-connection.md).

## Available widgets

Column "Template": C = Client (seller), L = Logistics. Widgets without a letter are not part of a template but can be added.

### Orders and revenue

| Widget | Content | Template |
|---|---|---|
| **Geolocations** (*Auftrags - Länder*) | Orders by country on a world map. | C |
| **Orders (Pending & Shipping)** (*Aufträge (Offen & Im Versand)*) | Orders with the status open and in shipping. See [Order statuses](/orders/order-statuses.md). | C, L |
| **Last 3 days** (*Letzte 3 Tage*) | Revenue and sales for the day before yesterday, yesterday and today. | C |
| **Trend** | Change compared with the same number of days before. | C |
| **Period - Revenue** (*Zeitraum - Umsätze*) | Revenue of the selected days. | C |
| **Top 15 products** (*Top 15 Produkte*) | Your best-selling products. | C |
| **Sales by module** (*Verkäufe nach Modulen*) | Sales per sales channel. | – |
| **Incorrect orders** (*Fehlerhafte Aufträge*) | Orders with the status faulty. | C, L |
| **Orders by client** (*Aufträge nach Mandanten*) | Per client: open, on picklist and so on. | L |
| **Order pipeline** (*Auftrags-Pipeline*) | Orders per stage: open, on picklist, picked, waiting for loading, in shipping; plus shipped today, lead time (median from order date to shipment, last 7 days) and faulty. Clients see only their own orders. | C |
| **Order backlog by age** (*Auftragsrückstand nach Alter*) | Open warehouse orders per client, grouped by age since the order date: < 24 h, 24–48 h, 48–72 h, > 72 h. | L |
| **Pick-and-pack orders** (*Pick&Pack Aufträge*) | Open orders. | – |

### Goods out, goods in and stock

| Widget | Content | Template |
|---|---|---|
| **WMS - Picking Lists** (*WMS - Picklisten*) | Status of the picklists. See [Picklist overview](/outbound/picklist-overview.md). | L |
| **Packaging processes** (*Verpackprozesse*) | Open packing processes with picklist, packer and open items. See [Packing](/outbound/packing.md). | L |
| **Daily throughput** (*Tagesleistung*) | Orders today: received, picked, packed, shipped; trend compared with yesterday at the same time and yesterday's total. | L |
| **Shipments per carrier** (*Versand je Carrier*) | Shipping labels created per carrier: today, yesterday, 7 days, share (without return labels). | L |
| **Parcel issues** (*Sendungsprobleme*) | Shipments of the last 30 days with a delivery problem or without movement (no carrier event for 3–10 days, depending on status). See [Shipment tracking](/orders/shipment-tracking.md). | L |
| **Short picks & pick quality** (*Mindermengen & Pick-Qualität*) | Last 14 days: short picks, affected orders, items without pick place, wrong scans; list with target, actual and missing quantity. | L |
| **Notifications** (*Avisierungen*) | Open advance notices. See [Advance notices](/inbound/advance-notices.md). | L |
| **Goods in** (*Wareneingang*) | Advance notices expected today, overdue, being received, completed today, and the list of overdue advance notices. | L |
| **Returns** (*Retouren*) | Announced, on the way, arrived and to be checked, completed (30 days), and the most frequent return reasons (90 days) with rejections. See [Returns](/orders/returns.md). | C, L |
| **Available storage spaces by area** (*Freie Lagerplätze nach Bereichen*) | Free storage places per storage area. | L |
| **Replenishment & pallet rides** (*Nachschub (NBV) & Palettenfahrten*) | Open replenishment tasks and pallet rides, done today, oldest waiting task. Only for logisticians. See [Pallet rides](/outbound/pallet-rides.md). | L |
| **Best-before & blocked stock** (*MHD & Sperrbestand*) | Stock items expired, ≤ 30 days, 31–60 days, 61–90 days, blocked by quality control, blocked because of minimum remaining shelf life, and the next expiries with storage place. | L |
| **Stock coverage** (*Bestandsreichweite*) | Articles with outgoing goods in the last 30 days: without stock, < 14 days, 14–30 days, and the articles with the shortest coverage (available stock ÷ average daily outflow). | C |
| **Interim Inventory** (*Zwischen-Inventur*) | Last 30 days: counts, differences (− / + pieces), stock accuracy and the latest differences per storage place. See [Cycle count](/stock/cycle-count.md). | L |
| **My stock count** (*Meine Inventur*) | The counting tasks assigned to you. Team leads also see what is waiting for them. See [Count inventory](/stock/inventory-count.md) and [Physical inventory](/stock/inventory.md). | – |

### Billing, employee performance and system

| Widget | Content | Template |
|---|---|---|
| **Billing preview** (*Abrechnungs-Vorschau*) | Net total of the current and the previous month, totals per cost category and per client – from the nightly billing snapshot ("Status: …"). It is a preview, not an invoice. Only for logisticians. See [Client billing](/billing/client-billing.md). | L |
| **Pick performance today** (*Pickleistung heute*) | Per employee: picks, pieces, picks per hour. | L |
| **Packing performance today** (*Packleistung heute*) | Per employee: orders, parcels, orders per hour. | L |
| **Forklift rides today** (*Staplerfahrten heute*) | Pallet movements (putaway, replenishment, transport, loading) and per employee pallets and pallets per hour. | L |
| **Pick time per box** (*Pickzeit je Box*) | Today: boxes, average and median pick time per box, per employee, and the longest boxes. Only for logisticians. | L |
| **Packing time** (*Verpackungsdauer*) | Today: orders packed, average per order, median, average per box, per employee and the longest boxes. Only for logisticians. | L |
| **System error** (*System-Fehler*) | Error messages of the last 7 days for your company and your clients; new ones appear live. | – |
| **Package usage** (*Paket-Auslastung*) | Your booked package and how much of each limit is used (clients, connections, packing stations, users, warehouses). Needs the permission for the company settings. See [Billing and package](/administration/billing-and-package.md). | – |

![Screenshot: Widget "Order pipeline" with the stages from open to in shipping](/insights/images/dashboard-widget-order-pipeline.png)

![Screenshot: Widget "Billing preview" with the net totals of the current and previous month](/insights/images/dashboard-widget-billing-preview.png)

## How the figures are calculated
- Logisticians see the warehouse figures of all active clients; a client only sees its own share. Client widgets include the client's own company and its active sub-companies.
- "… per hour" in the performance widgets = quantity divided by the hours of the day in which the employee had at least one booking. Pick time per box ignores gaps of more than 30 minutes; packing time ignores more than 30 minutes per order ("box stayed open – not counted").
- Pallet rides are counted once per ride.
- Most figures are cached for about 2 minutes, some for up to 2 hours. Reload the page for fresh values.
- New widgets that X-Sitter adds later appear in **Available widgets** first.

## Good to know / Troubleshooting

| Message | Cause | Solution |
|---|---|---|
| **No JTL connection was found!** (*Es wurde keine JTL-Verbindung gefunden!*) | JTL figures are switched on, but no JTL connection exists. | Set up the [JTL connection](/jtl/jtl-connection.md) or ask X-Sitter support to switch off the JTL figures. |
| **There is not enough data to calculate a trend** (*Es liegen zu wenig Daten für eine Trendberechnung vor*) | Too few orders in the comparison period. | Choose a longer period. |
| **The dashboard has been reset** (*Das Dashboard wurde zurückgesetzt*) | Confirmation after **Reset Dashboard**. | – |
| **This widget is not available** (*Dieses Widget steht nicht zur Verfügung*) | The widget does not exist any more or you lack the permission. | Check the permissions and reload the page. |
| **This template is not available to you** (*Diese Vorlage steht dir nicht zur Verfügung*) | The template does not match your role. | Choose another template or ask your administrator to assign one. |
| "At most 20 own templates per company" (*Je Firma sind höchstens 20 eigene Vorlagen möglich*) | The limit of own templates is reached. | Delete a template you no longer need, or overwrite one by saving under the same name. |
| **The template contains no widgets** (*Die Vorlage enthält keine Widgets*) | **Save as template** with an empty dashboard. | Add widgets first. |
| **This KPI is only available to the logistician** (*Diese Kennzahl steht nur dem Logistiker zur Verfügung*) | The widget shows figures only the logistician may see. | – |
| "No billing snapshot is available for this month yet" (*Für diesen Monat liegt noch kein Abrechnungs-Snapshot vor.*) | The nightly snapshot job is not active or has not run yet. | Activate the job *WMS: Abrechnungs-Snapshot für das Dashboard* (billing snapshot for the dashboard) in [Jobs & connections](/administration/jobs-and-connections.md) or contact X-Sitter support. |
| **The billing snapshot is older than 36 hours** (*Der Abrechnungs-Snapshot ist älter als 36 Stunden …*) | The snapshot job has stopped running. | Contact X-Sitter support. |
| "Today … picklists were created, but no replenishment task yet" (*Heute wurden … Picklisten erstellt, aber noch keine Nachschub-Aufgabe erzeugt.*) | Replenishment tasks are not being created. | Contact X-Sitter support. |
| "No booking reason for article picking is stored for the warehouse" (*Für das Lager ist kein Buchungsgrund für den Artikel-Pick hinterlegt*) | A default booking reason is missing in the warehouse settings. | Set the booking reason for article picking and pallet movements in the [Warehouse settings](/warehouse-setup/warehouse-settings.md). |
| **No authorization** (*Keine Berechtigung*) | Widget data was requested without the matching permission. | Ask your administrator for the permission. |