---
title: USE THE PREPARATION DASHBOARD
description: Monitor your entire logistics activity in real time and effectively manage your preparation sessions.
---

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1. [ZONE DE TEST](https://knowledge.shippingbo.com/base-de-connaissance?hsLang=fr)
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25 octobre 2026

# USE THE PREPARATION DASHBOARD

## Monitor your entire logistics activity in real time and effectively manage your preparation sessions.

#### **Benefits of the feature ✨**

- **Real-time visibility:** Instantly track the flow of receipts, pending orders and the day's shipments.
- **Operational control:** Immediately see the progress of the picking, dispatch and shipping stages within each session.
- **Increased proactivity:** Detect late orders and receive automatic alerts on inactive or blocked sessions.

 

 ▼

### 1. Prerequisites

- This feature requires activation by our technical teams, please contact your account manager for more information. (((Paid option: add the paid option ***warehouse\_operations\_monitoring\_enabled*** to the customer database.)))
- This feature is available starting from the **Pack Pro+**.

 

 ▼

### 2. How the preparation dashboard works

The dashboard centralizes in real time all the metrics essential to warehouse management, giving logistics managers a global and granular view of operations.

![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-02-2026-02-19-24-1106-PM.png?width=670&height=323&name=image-png-Oct-02-2026-02-19-24-1106-PM.png)

 

#### 2.1 Tracking orders to prepare and delays

The **[dashboard view is available here](https://app.shippingbo.com/#/monitoring/tv/details)**.

The first slide of the **Preparation dashboard** shows several key pieces of information such as the **Order status**, **Late orders**, and **Order age** :![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-02-2026-02-26-45-9082-PM.png?width=670&height=316&name=image-png-Oct-02-2026-02-26-45-9082-PM.png)

This module lets you anticipate the remaining workload:

- **Order status and Late orders:** Count of orders **To prepare** and **Preparing**, as well as the number of orders whose latest shipping date has passed.  
  ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-02-2026-02-33-38-1798-PM.png?width=451&height=103&name=image-png-Oct-02-2026-02-33-38-1798-PM.png)
- **Progress and performance of the day:** Number of sessions currently in progress as well as the number of sessions, orders and parcels shipped.  
  **![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-02-2026-02-37-15-9458-PM.png?width=670&height=116&name=image-png-Oct-02-2026-02-37-15-9458-PM.png)**
- **Order age:** Distribution of flows by date range (e.g. orders pending for more than 5 days).  
  ![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-02-2026-02-39-21-3999-PM.png?width=670&height=57&name=image-png-Oct-02-2026-02-39-21-3999-PM.png)

**💬 Good to know:**

The dashboard automatically updates its indicators according to the configured refresh frequency. You can therefore leave it displayed on a control screen in the warehouse without any manual intervention.

**🚩 Special case:**

Some flows, such as in-store physical sales, do not require logistics preparation. You can configure order tags to exclude so as not to skew your metrics.

 

#### 2.2 Detailed summary of preparation sessions in progress

The dashboard lists all active (non-closed) sessions and shows the 5 most recent sessions in depth, while displaying a counter of the remaining sessions.

![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-02-2026-03-06-50-0518-PM.png?width=670&height=306&name=image-png-Oct-02-2026-03-06-50-0518-PM.png)

For each detailed session, you will find:

- **General information:** Session number, session filter name, number of orders in this run, start date, last activity date and total quantity of items.
- **Picking stage:** Number of pieces picked, remaining to pick, progress status, as well as the pickers who performed the picking by location.
- **Dispatch stage:** Quantity sorted and remaining in routing, progress status and times (displayed only if a dispatch session is associated with the run).
- **Shipping stage:** Number of shipments completed, remaining to ship and packing start time.

**⭐ Key point:**

The breakdown by stage lets you see immediately whether a bottleneck is at picking, sorting or packing. You can then reassign your human resources where the need is most urgent.

 

#### 2.3 Brief summary of preparation sessions in progress

Less recent sessions are displayed with the essential information: session number, preparation session filter, number of products remaining to pick, 

![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-02-2026-02-49-56-8006-PM.png?width=670&height=316&name=image-png-Oct-02-2026-02-49-56-8006-PM.png)

 

#### 2.4. Users in action and blocking alerts

- **Active operators:** Named list of the pickers engaged in live sessions, so you know how tasks are distributed on the floor.
- **Inactivity alerts:** Visual highlighting of sessions that have recorded no action for a defined period, signaling a potential equipment or operational blockage.
- **Daily summary:** Summary of the runs closed and the total volume shipped during the day.

**💡 Tip:**

Set the inactivity threshold to 30 minutes to be quickly warned of an interruption on a cart or a scanning incident. This avoids orphan runs that delay carrier departures.

 

 ▼

### 3. Dashboard configuration and activation

#### 3.1. Requesting activation from Shippingbo support

The preparation dashboard requires activation by our technical teams as part of the WMS Expert supervision module. Please contact your Shippingbo account manager for activation. (((Paid option: add the paid option ***warehouse\_operations\_monitoring\_enabled*** to the customer database.)))

Once the module is activated, the **[preparation dashboard view is available here](https://app.shippingbo.com/#/monitoring/tv/details)**.

 

#### 3.2 Setting up the monitoring options

To adjust the monitoring options, access the dashboard configuration settings via the gear icon at the top right:![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-07-2026-08-28-44-0539-AM.png?width=670&height=76&name=image-png-Oct-07-2026-08-28-44-0539-AM.png)

You then access the following configuration options (example configuration below):

![](https://knowledge.shippingbo.com/hs-fs/hubfs/image-png-Oct-07-2026-08-27-36-5495-AM.png?width=670&height=466&name=image-png-Oct-07-2026-08-27-36-5495-AM.png)

- **Display of session detail pages:** Check this box to allow access to the detailed pages of each run from the dashboard.
- **Main page display time:** Set the automatic refresh delay of the overview (e.g. 60 seconds).
- **Session detail pages display time:** Set the rotation and update frequency of the detail pages (e.g. 20 seconds).
- **Exclude sessions that have not started from the details:** Check to hide sessions with status **To do** or **Initialization** to keep only the sessions **In progress**.
- **Alert delay for inactive sessions:** Set the inactivity threshold in minutes (e.g. 30 minutes) that triggers an alert on the monitor.
- **Order tags to exclude:** Enter the tags to exclude from the calculation of orders to prepare (e.g. `POS` for your in-store orders).

 

 

 ▼

### 4. Practical example

An e-commerce warehouse prepares 1,500 parcels daily with a team of 8 pickers and a supervision screen hung in the central aisle:

1. The logistics manager excludes the tag `POS` so that direct in-store pickups do not appear in the warehouse's to-prepare gauges.
2. The overall refresh is set to 60 seconds, and the inactivity alert to 30 minutes.
3. At 11:30 a.m., the dashboard raises an orange alert on preparation session no. 412: no piece has been scanned for 32 minutes.
4. The team leader goes on site and finds a dead battery on the picker's scanner. The terminal is replaced immediately, avoiding a delay to the 12:00 p.m. truck departure.
5. Observing the dispatch stage gauge at 95% and the shipping gauge at 40%, two operators are redeployed to the packing stations to finalize shipments before the carrier cut-off.

 

**⚒️ Framework and responsibilities:**

Before fully using the feature described in this tutorial, we strongly recommend running **a test phase** with your own settings to check that the result matches your expectations. As the customer remains **fully responsible** for the actions carried out in the Shippingbo account, these tests are essential to use the tool with complete peace of mind.

 

 

#### **To go further 🛫**

- **[NEW PREPARATION SESSIONS INTERFACE](https://knowledge.shippingbo.com/nouvelles-interfaces-des-sessions-de-pr%C3%A9paration)**
- **[HOW TO FIND OUT THE PICKER OF EACH SHIPMENT FROM THE SHIPMENTS EXPORT?](https://knowledge.shippingbo.com/comment-avoir-linfo-pr%C3%A9parateur-dans-lexport-des-exp%C3%A9ditions)**

 

#### **Contact us 📬**

Questions about this feature?  
Feel free to write to us [here](https://support.shippingbo.com/?hsLang=fr) so that we can answer your questions.

 

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