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Dashboard

Dashboard

The Dashboard shows what needs your attention and how your store is doing, and you can arrange its widgets to suit you.

The Dashboard is the first page you see when you sign in. Needs attention at the top lists what is waiting for you, and your widgets below show sales, picking, inventory, platforms and notes at a glance.

Needs attention

Rows are grouped by urgency: Action needed (red) is something to fix, Awaiting your decision (amber) is waiting for you to choose, and Up next (blue) is the day-to-day work in front of you. When nothing is waiting, the box is not shown.

Needs attention box with Action needed (an order with unmatched line items), Awaiting your decision (a cancelled order with stock to restore) and Up next (the free trial, orders to pick and orders to ship).

What each row means

Row Group Button When it shows
Orders have unmatched line items Action needed Fix An order has a line Brick Freedom could not match to a lot in your inventory.
Orders have fulfilment issues Action needed Resolve Part or all of a line on an order could not be taken from inventory, because there was not enough in stock or the line did not match a lot. Only orders not yet shipped are counted, so an order drops off once it is shipped or cancelled.
Days left on your free trial, add a payment method Action needed or Awaiting your decision Add payment method Your trial is running with no card on file. It moves to Action needed in the last 7 days.
Lots have price changes awaiting approval Awaiting your decision Review Repricing has price changes waiting for your approval.
Cancelled orders have stock to restore in Brick Freedom Awaiting your decision Review A cancelled order's stock has not been put back yet. Restore it in Brick Freedom, not on the platform.
Your free trial ends Up next none Your trial is running and a card is on file, so billing starts when it ends.
You have unused vouchers Up next Vouchers You have an unused voucher and none is running.
Orders to pick Up next Picking Orders that are paid or being picked. Picking opens with every order you can start picking ticked.
Orders to ship Up next Shipping Orders that are packed and ready to post. Shipping opens with every one ticked.

Fix and Resolve open Orders showing just those orders. Orders imported from before you started using Brick Freedom are never counted.

What Staff Members see

A Staff Member sees a row only if they can open the page its button goes to. The trial and voucher rows are for the store owner only.

Staff Member permissions

Arranging your widgets

Each person in your store has their own layout, so changing yours does not change anyone else's. You have two: Desktop for wider screens and Mobile for phones. Each has its own order and its own shown widgets.

  1. Select Customise Dashboard at the top right of the Dashboard. On a phone it is the sliders icon next to Help.
  2. Drag a widget by its handle to move it. In Desktop, widgets move up and down or into the other column. In Mobile, they move up and down one list.
  3. Use the switch on a widget to show or hide it in that layout. Platform Health is always shown.
  4. On Today's Sales, Month to Date and Revenue Chart, choose Full width or Half width.
  5. Select Done. Your changes are saved as you make them.

Reset puts both layouts back to how they start. It asks you to confirm first.

Customise dashboard, with the Desktop layout's full-width row and left and right columns above the Mobile list, each widget a row with a drag handle and a switch, Platform Health locked, and hidden widgets greyed out.
Customise Dashboard, with the Desktop and Mobile layouts.

What each widget shows

If a widget is missing

It may be hidden in your layout for this screen size: select Customise Dashboard and check Desktop or Mobile. Otherwise, some widgets need a permission, and some appear only when there is something to show.