🏠Use the Home dashboard

The Dashboard (the Home icon at the top of the sidebar) is your daily check-in: how much you've spent, how many orders you've placed, how many have arrived, and your latest orders. Everything on it comes from orders Shippified has already collected from your Discord bots, email inboxes and manual entries. There's nothing to set up.

The page has five parts, from top to bottom:

1. The header, with your order count and three buttons.

2. The top band: Total spend, Orders, Quantity and Fulfillment.

3. The timeframe chips: 1D, 7D, 30D, YTD, 1Y, ALL and Lifetime.

4. Four tiles: Active, Delivered, Cancelled and Biggest day.

5. Recent orders, with a search box.

The header

Under the Dashboard title, a line such as 143 orders tracked shows how many orders you have in total.

On the right are three round buttons:

The "new orders" banner

If orders arrived since your last visit, a banner above the title says so, for example 3 new orders since your last visit, followed by the first few retailers or item names. Click Open orders to go to the Orders page, or the check mark to dismiss it. Either way, Shippified remembers now as your last visit. "Last visit" is remembered per browser, so a different browser or device starts fresh and won't show the banner until new orders arrive after that first visit.

Level-up message

Shippified gives you a level based on how many orders you've tracked in total. When you cross into a new level, a message says You're now followed by the level name. Dismiss it to continue. The levels are:

The same level appears on the Leaderboard.

The top band

How each one is worked out:

• Total spend adds up what you paid for each order. For each order it uses the order's cost. If there's no cost, it uses the item price from the message, and if there's no price, the order total. Orders with no amount at all add nothing. Sale prices are never counted here, so recording a sale doesn't change it. For revenue and profit, see Costs, sale prices and profit.

• Quantity adds up each order's quantity. An order whose quantity isn't known counts as 1. That's why Quantity can be higher than Orders: one order of "Qty 2" counts as one order and two units.

• Fulfillment is delivered orders divided by all orders in the timeframe, as a percentage with one decimal place. Canceled orders are left out, because they'll never be delivered. An order counts as delivered when its status is Delivered, whether a delivery email or carrier tracking set it.

Choose a timeframe

The chips under the top band set the timeframe for Orders, Quantity, Fulfillment and the four tiles below. The Dashboard always opens on Lifetime.

An order's date is when Shippified first received a message about it (for a manual order, the Order date you entered).

The chips don't change Total Spend or the Recent orders list.

The tiles

All four follow the timeframe chips. Orders with the Issue status (Shippified couldn't identify the store or the item) aren't counted in Active, Delivered or Cancelled.

Biggest day groups orders by calendar day in UTC (Coordinated Universal Time, the world reference clock). If you're far from UTC, an order you placed late in the evening may count towards the next day. If two days tie, the earlier one found is shown.

Recent orders

The list at the bottom shows your 10 most recent orders, newest first, whatever timeframe is selected.

• Search orders… searches all your orders, not just the 10 shown or the timeframe. It matches the retailer name, item name, tracking number, order number, template or parser name, and bot name. It shows up to 10 matches.

• Open orders goes to the full Orders page, with filters and every order.

• Click an order to open its details drawer. See Order details.

If nothing matches, you'll see No orders found. If you haven't connected any bot or inbox yet, it adds a connect a source → link to Links. Otherwise it says orders will appear once a webhook fires or an email is imported.

Reading an order card

Each order is a card. From left to right:

The icon shows where the order came from: the bot's avatar (Discord orders), an envelope (email) or a pencil (added by hand).

The middle shows:

• The item name in bold. "Unparsed order" means Shippified couldn't find the item name in the message.

• A line with the retailer (or "Unknown Store"), the bot name or source (email, manual), the template that read the message (for example target order delivered, or generic discord when no template matched), and the event from the latest message (order placed, order shipped, order update, order delivered, order canceled or unknown).

• If known, a second line with the cost (cost $59.97, or the raw price from the message), SKU, Size, and Open link → to the product page.

• The sale price line (see below).

The right side shows:

Record a sale price

A sale price is what you sold the item for. Shippified uses it to work out profit.

1. Open the sale price box

   On an order card, click + SALE PRICE. A box with a $ sign appears.

2. Enter the amount

   Type what you sold it for, for example 189.99. Negative numbers aren't accepted.

3. Save

   Press Enter or click Save. To back out, press Escape or click the ×.

After saving, the card shows sale $189.99 and a profit chip: green +$X profit or red −$X profit, which is the sale price minus the order's cost. Click the sale line to change it, or click Clear in the box to remove it.

Sale prices never change Total Spend. They're used on the profit pages.

Share a snapshot of your stats

Share makes a picture of your numbers plus a public web page to go with it, for posting in Discord or on social media.

1. Open the dialog

   Click the Share button at the top right of the Dashboard.

2. Choose a timeframe

   Under Timeframe, pick 7D, 30D (the default), 90D, YTD or All. This is separate from the Dashboard's chips.

3. Choose what to include

   Under Include, both options start switched on. Click one to switch it off:

   • Stats: spend · orders · fulfillment · biggest day.

   • Checkouts: item · store · price · qty.

   At least one must stay on, or Generate share is greyed out.

4. Check the theme

   Under Theme: the card uses your current theme, including a custom palette, button colour and uploaded background image. To change it, change your theme first (see Settings).

5. Generate

   Click Generate share. It shows Generating… and then a preview of the image with its link underneath.

With the result on screen:

For managing and deleting shares, and public profiles, see Sharing and public profiles.

Troubleshooting

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