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The Postsale Dashboard: From Insight to Action, All in One View

Visualize what matters | Act with confidence | Grow your business.

Updated June 29, 20263 min readYour business analytics

The Postsale Dashboard helps you visualize what matters most by giving clear, actionable insights into your shipping and sales activity at a glance. With flexible, customizable widgets, the Dashboard lets you monitor key metrics and trends, so you can focus on what drives your business forward.

In this article, we’ll explore the available Dashboard widgets and show you how to tailor the view to fit your workflow.

Quick Tip Video

We also have a Quick Tip video covering the details in this help article.

Real-World Example

I want a single view in Postsale where I can monitor shipments, track their status, and spot trends at a glance. I’d like to see details such as shipments by carrier, shipping costs, sales totals, and more.

You can do that with the Postsale Dashboard!

View the Dashboard

View the Dashboard by clicking on Dashboard in the Main Menu.

The Dashboard button is being clicked in the Postsale main menu.

The first time you view the Dashboard, the default layout is displayed.

The default layout includes the Shipping Progress, Shipments by Carrier, Shipping Costs by Carrier, Shipment Tracking Status, and Order Volume widgets.

All widgets are configured to display data for orders in the All Orders filter. However, you can select a different filter when needed.

We'll explore how to personalize your Dashboard below.

View Full Screen

Maximize your view of the Dashboard by switching to full screen.

Click the gear icon to open the Dashboard Settings.
Select Full Screen.
The Dashboard expands to Full Screen mode.
Click Exit Full Screen to leave Full Screen mode.

Personalize Your Dashboard

Customize the Dashboard by moving, resizing, adding, and removing widgets. The great thing is that your layout will automatically adapt to different screen sizes for the best visibility.

Edit the Dashboard's Layout

Edit the Dashboard's layout by moving and resizing widgets. This is a great way to ensure that the widgets on the Dashboard are organized and display well on the device you are using (computer screen, tablet, mobile device, etc.) . Here's how:

Click the gear icon to open the Dashboard Settings.
Select Edit Layout.
The Dashboard switches to the layout editor.
Modify the layout to meet your needs:
- Move Widgets: Click and drag widgets to move them to a new location within the Dashboard.
- Resize Widgets: Click and drag any widget's resize handle to resize the widget.
Click Save Layout to save your changes.
You also have the option to:
- Discard Changes: Click to revert back to the layout prior to making your changes.
- Reset Layout: Click to revert to the default Dashboard layout.

Add Widgets

Additional widgets can be added to the Dashboard to give more insight into your shipping and sales trends. A description of all available widgets is provided below.

Click the gear icon to open the Dashboard Settings.
Select Add Widget.
Select the Widget you wish to add to the Dashboard.
The widget is added to the layout. You can now move or resize the widget as needed.

Delete Widgets

Widgets that are no longer needed can be removed from the Dashboard:

Expand the widget options menu in the widget you wish to delete.
Click the Delete button.
Confirm that you wish to delete the widget.

Work With Widgets

The widget options are available in all widgets, giving you the tools to copy or print the widget's information or modify its settings.

Expand the widget options menu for the widget you are working on.

The following options are available:

Copy: Use the copy button to copy the widget's data. This is useful when you wish to paste the data into another application.

Print: Sends the widget's contents to your browser's print window for printing or saving as a PDF.

Settings: Opens the widget's available settings. See below for a description of each widget's available settings.

Delete: Used to remove the widget from the Dashboard layout.

Available Widgets

This section provides an overview of each available Dashboard widget, including:

How the widget evaluates and presents data
Customizable widget options and settings

By default, all widgets use the All Orders filter, which excludes archived orders.

Select the tab for the widget you wish to view.

1 of 9 sections

Description

The Order Volume widget displays the total number of orders in Postsale over time.

You can group the data by day, week, month, quarter, or year, and apply a saved filter to focus on a specific set of orders.

The data includes orders that were:

Entered manually
Imported via CSV
Received through webhooks
Synced from connected platforms

Use the built-in tools to identify trends, zoom into specific time periods, or export the data as an image or CSV.

Available Settings

Title: Customize the title shown at the top of the widget.
Interval: Choose how the order data is grouped by day, week, month, quarter, or year.
Filter: Select a saved filter to limit the results to matching orders.

Use the tools available in the widget toolbar to:

Zoom in or zoom out to view more or fewer dates on the timeline.

The zoom in and out tools are highlighted in the toolbar.

Select an area in the timeline to zoom in on the selected date range.

Pan the timeline left or right.

Reset the timeline back to its original view.

The reseet zoom button is being clicked.

Download the timeline view to an image file (PNG), a vector graphic file (SVG), or export the data on the timeline to a comma-separated value file (CSV).

The menu is expanded to select downloading an image, svg, or csv file

Description

The Shipment Tracking Status widget displays the number of shipments currently in each carrier-provided tracking status. Shipment records are associated with your orders in Postsale.

Click a status to open a list of orders that include at least one shipment in that status. Since orders can have multiple shipments, the same order may appear under multiple categories based on the statuses of its shipments.

This widget reflects carrier tracking statuses, not local or online order statuses. Status updates are based on carrier tracking information, ensuring you always see the most up-to-date shipment status.

Drill Down on Orders

Click on any status within the widget to view the orders with shipments in that status.

For example: Clicking the Exception status opens the Orders Grid and displays orders with shipments in that status. You could then view the tracking history for more information about each shipment.

Available Settings

1 - Title: Customize the title shown at the top of the widget. 2 - Statuses: Choose which carrier tracking statuses to include in the widget. XIND3XIND Filter: Select a saved filter to limit the results to matching orders. 4 - Exclude Voided Shipments: When enabled, voided shipments are excluded from the Carrier Awaiting Package count. 5 - Exclude Return Shipments: When enabled, return labels are excluded from the Carrier Awaiting Package count.

Description

The Shipments widget displays the total count of shipments associated with orders in Postsale.

It includes all shipments, including:

Unprocessed shipments
Processed shipments
Voided shipments

Here are a few additional details on how the total is calculated:

Multi-package shipments are counted as one shipment in the total.
Pay-on-use return labels, when included with an outbound shipment, are not counted separately.
On-demand return labels, created independently, are included.

Available Settings

Title: Customize the title shown at the top of the widget.
Filter: Select a saved filter to limit the results to shipments associated with matching orders.

Description

The Shipments by Carrier widget shows the percentage breakdown of processed shipments, grouped by carrier (e.g., FedEx, UPS, USPS).

Multi-package shipments are counted as one shipment
Pay-on-use return labels are not counted separately
On-demand return labels are included

Available Settings

Title: Customize the title shown at the top of the widget.
Filter: Select a saved filter to limit the results to shipments associated with matching orders.
Exclude Return Labels: When checked, return labels are excluded from the results.

The Shipping Costs by Carrier widget displays the total count of shipments and their combined shipping cost, grouped by carrier.

The widget:

Includes shipments associated with all orders
Excludes return labels by default
Costs are based on rates provided by the carrier and may differ from your billed amount

Available Settings

Title: Customize the title shown at the top of the widget.
Filter: Select a saved filter to limit the results to shipments associated with matching orders.
Exclude Return Labels: When checked, return labels are excluded from the results.

Description

The Shipping Progress widget shows how many orders are considered shipped out of the total number of orders being evaluated. It helps visualize overall fulfillment progress across a selected set of orders.

An order is counted as shipped if it has at least one processed shipment.
Orders are not counted as shipped if they only have voided shipments.
You can also choose to include orders with a local status of Shipped, even if no processed shipment exists. This is useful for workflows that rely on manual status updates.

Available Settings

Title: Customize the title shown at the top of the widget.
Filter: Select a saved filter to limit the results to matching orders.
Consider Local Status: When checked, includes orders with a local status of “Shipped,” even if no processed shipment is present.

Description

The Top Items by SKU widget displays the top 100 selling items, sorted by quantity. It lists each item’s name, SKU, quantity sold, and total sales based on the orders being evaluated. Only items with an assigned SKU are included.

The widget can be resized to show more or fewer rows, depending on your preferred view.

Available Settings

Title: Customize the title shown at the top of the widget.
Filter: Select a saved filter to limit the results to items from matching orders.

Description

The Total Sales widget displays the sum of the Order Total amounts for all orders in the selected filter.

Each Order Total includes:

The sum of all line items
Additional charges (e.g., sales tax, handling fees)
Any order-level discounts applied

Available Settings

Title: Customize the title shown at the top of the widget.
Filter: Select a saved Filter to limit the sales total to orders that match.

Still have a question? Ask a person.

Write to support@postsale.com or send us a message. We reply the same business day, Monday to Friday, 8 AM to 5 PM Central.

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