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Custom dashboards

Build role-specific dashboards with drag-and-drop widgets, saved filters, and live data from shipments, exceptions, and analytics.

Read time:
8 min
Updated:
January 2026

Dashboard builder

The dashboard builder lets workspace admins and analysts compose views from a widget library—charts, tables, KPI cards, maps, and exception queues. Widgets bind to datasets with configurable filters and refresh intervals.

No code required

Most dashboards are built through the visual editor. Advanced users can embed API-driven widgets for proprietary metrics.

Widget types

Available widgets
WidgetBest forData source
KPI cardSingle metric with trendShipment intelligence
Bar / line chartVolume and trends over timeMilestones, exceptions
Shipment tableLive operational listControl tower query
Exception queueActionable work listException management
MapGeographic distributionIn-transit shipments
Carrier breakdownPie or treemapCarrier dimension

Filters and scope

Dashboard-level filters apply to all widgets—e.g., branch = Singapore and mode = ocean. Widget-level filters add specificity without affecting siblings. Users see only data their role permits.

  • Date range presets: today, this week, rolling 30 days, custom
  • Customer, carrier, lane, and status dimensions
  • Exception type and SLA status for ops dashboards

Sharing and defaults

Publish dashboards to roles, branches, or the entire workspace. Set a default landing dashboard per role so operators open directly to their queue view instead of the generic control tower.

  1. 1

    Build and preview

    Add widgets, configure filters, and validate with preview mode.

  2. 2

    Publish

    Choose audience and optional edit permissions for co-owners.

  3. 3

    Set as default

    Assign as role default under Settings → Dashboards.

Template gallery

Start from Orbex Data templates—Ocean imports ops, Air exports CS, Executive summary—and customize from there.

TV and wallboard mode

TV mode rotates published dashboards on office displays with auto-refresh and full-screen layout. Useful for control room visibility during peak season or disruption events.

Need help? Email hello@orbexdata.com or visit Trust & security.