Dashboard Overview
The Dashboard is your home page in Pack to the Future. It gives you a live overview of your shipping activity, performance stats, and quick access to key features.
Welcome Section
Hero banner with video
What it is
A welcome banner at the top of the dashboard that introduces you to Pack to the Future.
What it shows
A welcome message explaining Pack to the Future’s mission
A link to a 2-minute video tour
A dismiss button (✕) in the top-right corner
How to use
Click the video thumbnail to watch the tour (opens in a new tab)
Click the ✕ button to dismiss the banner permanently
When it appears
Only shown to new users. Once dismissed, it will not appear again.
Onboarding Guide
What it is
A step-by-step checklist designed to help you set up Pack to the Future quickly.
What it shows
5 setup steps with progress tracking
A progress bar showing completion percentage
Action buttons for each step
Skip buttons for optional steps
How to use
Click Connect Carriers to set up shipping carriers
Click Configure Safety Net to set default fallback rates
Click View Pricing to configure billing
Click Order Packaging to browse sustainable packaging
Click Try Product AI to enable AI dimension estimation (Warrior+ only)
Click Skip to mark a step as complete without doing it
Click the ✕ button in the top-right to dismiss the entire guide
When it appears
Shown when fewer than 4 steps are completed. It automatically hides once all steps are completed or dismissed.
See also
For detailed setup instructions, see the Getting Started guide.
Monthly Limit Banner
What it is
A warning banner that appears when you are approaching or have reached your monthly shipment limit.
What it shows
Current shipment count vs your plan limit
Percentage of limit used
Warning state at 80%+
Critical alert at 100%
What to do
Approaching the limit: consider upgrading your plan
At the limit: booking new shipments is paused until the next month or after upgrading
Click the banner to go to Settings → Billing
When it appears
Only shown if your subscription plan includes a monthly shipment limit.
Today’s Fulfillment Overview
What it is
A snapshot of your current orders and fulfillment workload.
View all orders
Click View All Orders in the top-right of this section to open the Orders page.
Metric cards
Orders to fulfil
What it shows
Orders that are pending or allocated but not yet shipped.
Colour coding
Green: 10 or fewer
Yellow: 11–20
Red: More than 20
What it means
Your current workload.
Due today
What it shows
Orders that must ship today.
Colour coding
Green: 5 or fewer
Yellow: 6–10
Red: More than 10
Extra info
Express orders appear as a pill badge (for example, “3 express”).
Fulfilled (last 30 days)
What it shows
Total orders successfully shipped in the last 30 days.
Average fulfillment time
What it shows
Average time from order creation to shipment, in hours.
What it means
Lower numbers indicate faster fulfillment.
Monthly shipments
What it shows
Current month’s shipment count vs your plan limit.
Colour coding
Green: Under 80%
Yellow: 80–99%
Red: 100%+
Extra info
Displays remaining shipments available this month.
Estimated time to fulfil all
What it shows
Estimated time required to ship all pending orders.
Colour coding
Green: Under 24 hours
Yellow: 24–40 hours
Red: Over 40 hours
Order status breakdown
What it shows
Pending – not yet allocated
Allocated – assigned to a warehouse
Shipped – shipped orders (green)
Delivered – delivered orders (green)
What it means
A quick snapshot of where all orders are in the fulfillment pipeline.
Additional stats
Store pickup orders
Shown only if you have retail pickup orders.
Last-mile orders
Express or same-day delivery orders only.
Peak order hours
Your three busiest order hours, based on the last 30 days.
Packaging requirements
Breakdown of packaging needs:
Standard
Express
Large
Special (store pickup, Uber, etc.)
KPI Metrics
What it is
Performance and sustainability metrics displayed with trend sparklines.
Industry benchmarks (new users)
If you haven’t shipped any orders yet, the dashboard displays industry averages instead of empty metrics.
You’ll see
Industry averages on KPI cards
A blue “Industry Benchmarks” banner
Tooltips explaining benchmark data
Once you ship your first order, these automatically switch to your real data.
Money saved
Shows your total savings over the last 30 days compared to standard carrier rates.
Free packaging earned (Pack Points)
Shows your Pack Points balance.
Includes
Link to redeem packaging
Expiry warnings at 14 days
Critical alerts at 7 days
Points expire after 3 months.
Plastic avoided
Tracks kilograms of plastic avoided by using sustainable packaging.
On-time shipping
Percentage of orders shipped within SLA targets.
Industry benchmark for new users: 99.8%.
Quick Action Tiles
Settings
Configure carriers, billing, integrations, and preferences.
Get support
Live Chat opens Intercom chat
Help Docs opens documentation in a new tab
Request a feature
Submit ideas and feature requests.
Navigation Menu
The left sidebar is always visible.
Dashboard
Packaging
Orders
Product AI (Warrior+)
NearShip
Settings
Subscription Tier Display
Your plan (Free, Starter, Warrior, Enterprise) appears across the dashboard and controls which features are available.
Frequently Asked Questions
How often does the dashboard update?
The dashboard updates in real time when the page loads or refreshes.
Can I customize the dashboard?
Not currently. The layout is fixed, but all data is personalized.
Why don’t I see some metrics?
Some metrics only appear when relevant to your account.
How do I hide the onboarding guide?
Click the ✕ button or complete all five steps.
What do the sparkline graphs show?
Trends over the last 30 days.
Why are some cards different colours?
Green = good, yellow = attention needed, red = critical.
How is money saved calculated?
By comparing Pack to the Future rates against standard carrier rates for the same shipments.
What happens when I hit my monthly limit?
Shipment booking is paused until the next month or after upgrading your plan.