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Documentation Index

Fetch the complete documentation index at: https://help.sendocki.io/llms.txt

Use this file to discover all available pages before exploring further.

The Sendocki dashboard answers a simple question: how is your store doing right now? It groups about a dozen blocks that cover operations, commercial, and quality — from executive KPI to delivery times via performance by city and by product.
The dashboard is not a deep analysis tool (that’s the role of the Analytics page). It’s a steering board: 5 minutes in the morning, you see if everything is fine or if there’s something to fix.
Sendocki dashboard complete view

How the dashboard is structured

The dashboard is composed of blocks stacked vertically, from the most executive (Hero KPIs) to the most detailed (lead times, product performance). You can scroll freely or click on a block to zoom in.

Main blocks

🎯 Hero KPI

The North Star of your store: delivery rate + delivered cohort revenue. Two figures that sum up everything at a glance.

📊 Period Cards

12 cards with the period’s key counters and amounts: orders created, confirmed, delivered, returned, cancelled, revenue, average basket, WhatsApp.

📈 Daily evolution

Day-by-day chart of orders created, delivered and revenue. Visualizes period trends.

🪜 Pipeline & Order journey

Current distribution of orders by pipeline stage + transition rates between stages (“Confirmed → Shipped: 87%”).

🏙️ Orders by city

Top most active cities, delivery rate per city. Identifies your strong zones and local issues.

🛍️ Product performance

Top selling products, return rate per product. Identifies your best-sellers and problem products.

⏱️ Lead times

Average delays between stages: creation → confirmation, confirmation → shipping, shipping → delivery. Measures your operational efficiency.

💰 Revenue cascade

From created revenue to net delivered revenue (delivered revenue minus return costs). Understand where your revenue dissipates.

👥 Customer segmentation

Distribution of your base by segment (Top buyers, Loyal, New, etc.). See Customer segmentation.

🧑‍💼 Agent performance

For call center teams: conversion quality and action volume per agent. Identify your best elements.

⚠️ Quality banner

Alerts if your configuration is incomplete (unmapped stages, missing reasons). This makes your KPIs partially incomplete — to fix as a priority.

The 2 modes: Transition vs Creation

The dashboard has a toggle that changes the meaning of several KPIs: Transition mode or Creation mode.
ModeHow a figure reads
Transition (default)Counts by period event — e.g. “320 orders delivered during the period” (regardless of their creation date)
CreationCounts by creation cohort — e.g. “320 orders created during the period that were delivered (at some point)”
For 90% of your daily use, the Transition mode is what you want: “how many I delivered today”. The Creation mode is useful to analyze the performance of a specific cohort over the long term (“how many of my January orders ended up delivered?”).
Sendocki displays a clear subtitle at the top of the “Period Cards” block to remind you of the active mode. No possible confusion.

Choose the analysis period

At the top of the dashboard, you choose the period on which all KPIs apply:
  • Today
  • Yesterday
  • This week / Last week
  • This month / Last month
  • Custom range (date picker)
All dashboard figures recalculate automatically when you change the period. Easy comparisons: switch from “this week” to “last week” to see the evolution.
Period selector at the top of the dashboard

Trend indicators

Each KPI displays a trend pill compared to the equivalent previous period:
  • 🟢 +X% — improvement vs previous period
  • 🔴 -X% — degradation vs previous period
  • = — no significant change
  • No history — not enough data to compare
For “inverted” KPIs (returns, cancellations, return revenue), an increase is bad news — Sendocki displays it in red even if technically the figure goes up. No confusion between “the figure increases” and “the situation improves”.

Visibility modes per role

Depending on the user’s role, some financial KPIs (revenue, margin, average basket) are hidden:
RoleVisible financial KPIs
Owner✅ All
Manager✅ All
Confirmation agent❌ Hidden
Delivery agent❌ Hidden
Custom⚙️ According to your configuration
→ See Invite your team for role management.

Behaviors when a KPI is incomplete

You may sometimes see badges on certain KPIs:
BadgeMeaningAction
IncompletePartial data (e.g. pipeline stage not configured)Go to Pipeline → link missing stages
RestrictedYou don’t have permission to see this KPISee with your Manager
To configureA stage or parameter is missingFollow the link to configuration
Trend unavailableNot enough data in the previous period to compareWait a few days of history

What’s next?

KPI guide

Each indicator explained: what it measures, how to interpret it, what is good or bad

Configure your pipeline

So that all KPIs work correctly