Dashboard

The Dashboard is the first screen you see after logging into the INBULK platform. It provides a comprehensive, real-time overview of your trading activity, delivery progress, financial status, and market insights — all in one place. Use the Dashboard to quickly assess your current operations and navigate to key actions.

📊 Today Overview

At the top of the Dashboard, you will find three summary cards that reflect your activity for the current day:

1. Active Businesses

• Displays the total number of currently active businesses (agreements)
• Only counts businesses in an active, non-completed status
• Click the card to navigate directly to the Businesses page for full details
• The number updates immediately when a new business is created or an existing one is completed

2. Delivery Progress

• Shows how much cargo has been delivered today versus the total planned volume
• Displayed as: Delivered MT / Total MT
• A progress bar visually represents the fulfillment percentage
• Color coding:
  • 🟢 Green — on track (75%+ delivered)
  • 🟡 Yellow — in progress (25–74%)
  • 🔴 Red — behind schedule (below 25%)
• The delivered amount aggregates all completed voyages for the current day across all your active businesses

💡 Tip: If the progress bar appears red early in the day, don’t worry — deliveries may still be in transit. Check again in the afternoon for a more accurate picture.

3. Finances

• Shows two key financial figures side by side:
  • Invoiced Amount — total value of invoices issued today across all businesses
  • Paid Amount — total payments received today across all businesses
• Amounts are displayed in your company’s base currency (for example, ₴ for UAH)
• The difference between invoiced and paid amounts helps you track outstanding receivables at a glance
• Click the card to navigate to a detailed financial breakdown in the Businesses section

💡 Tip: The Today Overview cards update in real time. Refresh the page if you want to see the latest data after completing a transaction.

📅 Period Overview

Below the daily summary, the Period Overview section lets you analyze your trading activity across a broader timeframe.

Selecting a Period

1. At the top of the section, locate the period selector toggle
2. Choose one of three options:
   • Week — current calendar week (Monday to Sunday)
   • Month — current calendar month
   • Year — current calendar year
3. The chart and metrics will update automatically based on your selection

What You Will See

• Number of Orders — total orders created or participated in during the selected period
• Number of Businesses — total businesses (agreements) initiated during the selected period
• A bar chart showing the distribution of orders and businesses over time:
  • Week view — one bar per day (Monday through Sunday)
  • Month view — one bar per week
  • Year view — one bar per month

Reading the Bar Chart

1. Each bar has two segments — one for orders and one for businesses
2. The Y-axis shows the count of orders and businesses
3. The X-axis shows the time period (day, week, or month depending on the selected range)
4. Hover over any bar to see the exact breakdown of orders and businesses for that period

Period Comparison

The Period Overview also shows a comparison indicator next to each metric:

• ⬆️ Green arrow up — value increased compared to the previous period of the same length
• ⬇️ Red arrow down — value decreased compared to the previous period
• ➡️ Gray arrow — no significant change

For example, if you select Month and the current month shows 15 orders while last month had 10, you will see 15 ⬆️ +50%.

Quick Action: New Order

• A “New Order” button is available in this section
• Click it to immediately start creating a new order without navigating away from the Dashboard
• You will be redirected to the Order Creation wizard (see the Order Creation documentation for details)

💡 Tip: Use the Period Overview to identify trends. If you notice a dip in activity for a particular week, it may indicate seasonal patterns or market shifts worth investigating.

📈 Trading Summary

The Trading Summary section provides a visual breakdown of your overall trading direction — buying versus selling.

Donut Charts

Two donut charts are displayed side by side:

1. Buy vs Sell by Order Count

   • Shows the proportion of purchase orders versus sale orders you have participated in
   • Each segment is color-coded:
     • 🟢 Green — Buy orders
     • 🔴 Red — Sell orders
   • Hover over a segment to see the exact count and percentage

2. Buy vs Sell by Volume

   • Shows the proportion of metric tons traded as a buyer versus as a seller
   • Same color coding as above
   • Helps you understand your net trading position

Quick Action: New Order

• A “New Order” button is also available in this section
• Functions identically to the one in Period Overview — opens the Order Creation wizard

💡 Tip: If one side of your trading (buy or sell) significantly outweighs the other, consider diversifying. A balanced portfolio reduces exposure to single-direction market risk.

📦 Stocks

The Stocks section displays your current inventory levels across all products and storage facilities.

Inventory Table

The table contains the following columns:

Progress Bar Color Coding

• 🟢 Green — below 60% capacity (ample room)
• 🟡 Yellow — 60–85% capacity (moderate usage)
• 🔴 Red — above 85% capacity (nearing full)

Understanding Stock Levels

Stock data reflects the net balance at each storage facility:

• Inbound deliveries (completed unloading) increase stock
• Outbound shipments (completed loading) decrease stock
• Manual adjustments by warehouse operators are also reflected

How to Use Stocks Data

1. Review the table to identify which products are overstocked or understocked
2. Products nearing full capacity may need to be sold or moved to a different storage
3. Products with low stock may need replenishment if you have active sale orders
4. Cross-reference stock levels with your active orders to ensure you can fulfill commitments
5. Use the capacity utilization percentage to plan future purchases — avoid buying more if storage is near full

⚠️ Important: Stock data is updated based on voyage completions and manual adjustments. If a delivery was recently completed but stock levels haven’t changed, wait a few minutes for the system to process the update.

💡 Tip: If multiple products share the same physical storage facility, the capacity utilization reflects the combined usage. Plan accordingly to avoid overcommitting a single warehouse.

🥧 Top Products

The Top Products section shows which commodities dominate your trading portfolio.

Pie Chart

• Displays the top 4 products by trading volume (measured in metric tons)
• Each product slice is a different color for easy identification
• The chart includes:
  • Product name
  • Volume in MT
  • Percentage of total trading volume

Reading the Chart

1. The largest slice represents your most-traded commodity
2. Hover over each slice to see exact figures (volume in MT and percentage)
3. Products outside the top 4 are grouped under “Other”
4. The chart legend below the pie shows all product names with their corresponding colors

Top Products Table

Below the pie chart, a summary table lists:

Practical Use

• Identify your primary commodities at a glance
• Track volume trends — a declining top product may signal market shifts
• Use this insight for strategic planning:
  • If one product dominates, consider whether to diversify
  • If a product you want to grow is underrepresented, focus marketing and sourcing efforts there
  • Compare your top products against seasonal demand patterns

💡 Tip: Compare your Top Products data with market trends. If demand is shifting toward a product that’s low in your portfolio, it may be an opportunity to adjust your trading strategy.

🗺️ Regions Performance

The Regions Performance section provides a geographic view of your business activity across Ukraine.

Interactive Map

• An interactive map of Ukraine is displayed, divided by administrative regions (oblasts)
• Regions are color-coded by intensity based on the volume of business activity:
  • 🟢 Dark green — high activity (many orders, deliveries, businesses)
  • 🟡 Light green/yellow — moderate activity
  • ⬜ Gray/white — low or no activity

How to Interact with the Map

1. Hover over a region to see a tooltip with:
   • Region name (oblast)
   • Number of active businesses in that region
   • Total trading volume in MT
   • Number of delivery points (storages, terminals)
2. Click on a region to filter Dashboard data for that specific region
3. Click again or click “Clear Filter” to return to the full-country view

Regions Summary Table

Below the map, a summary table provides a ranked list:

Practical Use

• Identify regional concentration — are you too focused on one area?
• Discover underserved regions where you might expand operations
• Correlate delivery logistics with geographic distribution to optimize transportation routes
• Use regional data to plan new storage facilities in high-demand but underserved areas
• Compare regional performance across time periods to spot emerging markets

💡 Tip: If you notice high activity concentrated in a few regions, consider establishing partnerships or storage facilities in nearby regions to reduce transportation costs and expand your reach.

⚠️ Important: The Regions Performance map currently covers Ukraine only. If your company operates internationally, cross-border deliveries will be attributed to the Ukrainian region where the delivery point is located.

💡 Tips

• ✓ Check the Dashboard daily when you start your workday — it gives you a quick status snapshot without digging into individual sections
• ✓ Use the “New Order” quick action buttons to save time — no need to navigate to the Orders page first
• ✓ Pay attention to the Delivery Progress card — if delivery is falling behind, investigate the active voyages in the Businesses section
• ✓ Monitor Stocks regularly to avoid overstocking or running out of product before a delivery commitment
• ✓ Review Top Products monthly to ensure your trading portfolio aligns with your business strategy
• ✓ Use Regions Performance to plan logistics and identify new market opportunities
• ✓ If financial figures seem incorrect, verify that all invoices and payments have been properly recorded in the corresponding businesses
• ✓ The Dashboard respects your company context — if you manage multiple companies, switch companies in the sidebar to see each company’s Dashboard separately

⚠️ Possible Errors

🎯 Summary

The Dashboard is your command center on the INBULK platform. It brings together:

✅ Today Overview — instant snapshot of daily businesses, deliveries, and finances

✅ Period Overview — historical trends with flexible time ranges

✅ Trading Summary — buy vs sell balance at a glance

✅ Stocks — current inventory levels and capacity utilization

✅ Top Products — your most-traded commodities

✅ Regions Performance — geographic distribution of your business activity

Use the Dashboard as your starting point each day to stay informed and make data-driven trading decisions.

For detailed guidance on any section, refer to the corresponding documentation pages linked throughout this guide.