> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Shipping Agent dashboard tour

> Walk through the Shipping Agent dashboard in app.dash.fi — how to upload invoices, what each tab shows, and which features are still rolling out.

The Shipping Agent lives under **Agents → Shipping** in [app.dash.fi](https://app.dash.fi). This page walks through the layout, how to submit invoices yourself, and what each tab shows.

## Prerequisites

The Shipping Agent is gated on a product entitlement. If **Shipping** doesn't appear in your Agents list, contact [support@dash.fi](mailto:support@dash.fi) or your Account Executive to have it enabled for your account.

## Layout

The Shipping Agent uses a second sidebar with three groups:

* **Overview** — high-level KPIs and monthly spend trend.
* **Analytics** — Spend Insights and Volume & Growth.
* **Audits** — Billing, Scenario Analysis, and Late Shipments.

The top bar shows the current audit status ("Audited", "Analyzing", or "No invoices yet") and a **Configure** button for uploading files and managing integrations.

Tabs under Analytics and Audits stay locked until at least one invoice has been audited. Once an audit completes, they unlock automatically.

## Upload invoices and contracts

Uploading is self-serve. Click **Configure** in the top bar to open the Configure modal, which has three sections:

<AccordionGroup>
  <Accordion title="Invoices">
    Upload UPS or FedEx invoices as `.xlsx` files. Each carrier's invoice export from the carrier portal works directly — no reformatting required.

    The section lists past uploads with their parse status. Larger invoices (40+ MB) are supported; the file uploads directly to secure storage, and Dash.fi validates it server-side.
  </Accordion>

  <Accordion title="Contract">
    Upload your UPS carrier agreement as a `.pdf`. Uploading a contract adds a compliance audit to the Billing view — Dash.fi compares your invoiced rates to the agreement and flags surcharge or rate deviations.

    Contracts are optional. Invoice-only audits still surface billing errors and benchmark opportunities, but won't include contract compliance findings.
  </Accordion>

  <Accordion title="UPS API">
    Connects the UPS live API for delivery-time tracking and Guaranteed Service Refund (GSR) claim detection.

    <Note>
      The UPS API connection currently shows a **Coming soon** state. The Late Shipments worklist depends on this connection, so it's also gated until the integration is live. The connect flow appears here automatically once it's available for your account — no action needed today.
    </Note>
  </Accordion>
</AccordionGroup>

### How the upload runs

Uploads run in the background, so you can close the Configure modal or navigate between tabs while they finish:

1. The file uploads directly to secure storage with a real progress bar.
2. Dash.fi parses the file — invoices become line-item data, contracts become structured rate cards.
3. An audit runs against the parsed data.
4. When the audit finishes, the dashboard and top-bar status update automatically.

A progress pill stays visible while parsing and analysis run, so you always know when a fresh audit is on the way. Parsing can take a few minutes for large invoices; you don't need to wait on the modal.

## Tabs

### Overview

Landing view for the agent. Shows total audited spend, package count, average cost per package, and a month-over-month spend trend. Use it as the starting point after every new upload.

### Spend Insights (Analytics)

Breaks spend down by service (Ground, Air, International, etc.), zone, weight bucket, and residential vs. commercial. The service donut collapses long tails into "Other" so the top five services stand out. Hovering a slice highlights the matching legend row.

### Volume & Growth (Analytics)

Shipment counts over time, monthly growth, and volume distribution. Pair with Spend Insights to see whether cost changes are driven by volume or by rate.

### Billing (Audits)

Ranked list of billing errors, surcharge overcharges, and — when a contract is uploaded — contract compliance findings, each with an estimated dollar impact. Use this as the actionable output of the audit.

### Scenario Analysis (Audits)

Benchmark rate comparison ranked by dollar opportunity. Shows what your spend would look like at negotiated rates — the same data Dash.fi uses when negotiating on your behalf.

### Late Shipments (Audits)

<Note>
  Late Shipments currently shows a **Coming soon** state. It depends on the UPS API connection, which isn't self-serve yet.
</Note>

Once the UPS API connection is available, this tab becomes a Guaranteed Service Refund (GSR) claim worklist for UPS: a paginated list of late shipments with status filters (eligible, filed, credited, denied), tracking search, and a CSV export you can file in the UPS Billing Center.

## Alternatives to self-serve upload

If you'd rather not upload invoices yourself, email them to [support@dash.fi](mailto:support@dash.fi) or send them to your Account Executive. The audit data ends up in the same dashboard either way.