Agency Portfolio Fulfillment View
Cross-brand 3PL fulfillment monitoring for agency workspaces. Track orders fulfilled, fulfillment costs, return rates, and at-risk clients across every connected brand.
Agency Portfolio Fulfillment View
The Portfolio Fulfillment view at /dashboard/portfolio/fulfillment is an agency-only dashboard that aggregates 3PL fulfillment data across every connected client brand. It is built for agency teams who manage logistics or watch fulfillment cost as part of their client service.
Available on: Agency workspaces only. The page is invisible to merchant tenants. See Agency Workflows for how agency workspaces are created.
What It Covers
The view rolls fulfillment data up to the workspace level so you can see the whole portfolio at once, then drill into individual clients.
Portfolio KPIs (top of page)
| KPI | Definition |
|---|---|
| Orders fulfilled | Total orders fulfilled across all client brands in the selected timeframe |
| Total fulfillment cost | Sum of fulfillment costs across the portfolio |
| Avg cost per order | Total fulfillment cost / orders fulfilled |
| Fulfillment cost % of revenue | How much of portfolio revenue went to fulfillment |
| Unfulfilled backlog | Orders awaiting fulfillment across all brands |
| Return rate | Returned-orders share of fulfilled orders |
The KPI row is timeframe-aware - changing the dashboard's global timeframe selector updates every metric.
Client Leaderboard
A ranked table of every connected client with:
- Orders fulfilled
- Fulfillment cost (total and per order)
- Return rate
- Coverage percent (how much of their fulfillment data is real vs estimated)
- Sync status (
healthy,warning,stale) - quick signal for which clients need attention
Status Breakdown Chart
For each client, a stacked breakdown of in-flight orders by status:
- Processing - just placed
- Ready to ship - picked but not yet handed off
- Shipped - in carrier hands
Useful for spotting bottlenecks at a specific 3PL or warehouse.
Time Series Chart
Daily orders fulfilled and fulfillment cost across the portfolio, plotted side-by-side so you can see whether spikes in volume drove proportional spikes in cost.
Alerts Panel
The bottom of the page lists per-client fulfillment alerts at three severity levels:
- High - immediate attention (e.g. unfulfilled backlog over a threshold, repeated sync failures, return rate spike)
- Medium - worth investigating (e.g. cost-per-order trending up, partial sync coverage)
- Low - informational
Click any alert to switch into that client's merchant workspace and inspect their fulfillment data directly.
Branding Setup Banner
If your agency hasn't completed the branding step, the page surfaces a one-click prompt to finish it - branding flows through to white-label PDF exports of fulfillment reports.
Data Sources
The page combines:
- 3PL data from connected providers (e.g. Speedfulfill) where each client has it wired up
- Percentage-based fulfillment estimates for clients without a 3PL connected (clearly labeled in the coverage column)
- Order data from the client's commerce platform (Shopify or WooCommerce)
Coverage percent on the leaderboard tells you which clients you're seeing real data for vs estimated.
Frequently Asked Questions
Why don't I see the Portfolio Fulfillment view?
It's agency-only. Merchant workspaces and agency workspaces created without the agency tenant type don't see this page. If you signed up as an agency and still don't see it, contact [email protected].
Why is a client's coverage % low?
That client doesn't have a supported 3PL connected and is on the percentage-based fulfillment estimate. Encourage them to connect Speedfulfill (or whichever 3PL they use) for accurate per-order shipping costs.
Can I export this view?
Use Reports to build a fulfillment report and export it as a white-label PDF on the Plus tier.
How fresh is the data?
It updates each time fulfillment data syncs for the client (typically hourly). The dashboard is timeframe-aware so changing the timeframe re-aggregates immediately, but new sync results can take a normal sync cycle to appear.
Related Guides
- Agency Workspace Dashboard - portfolio overview and client management
- Agency Workflows - onboarding, branding, and white-label PDF reports
- Speedfulfill 3PL - the 3PL integration that populates real cost data
- Reports - export fulfillment reports as branded PDFs
Last updated: April 30, 2026
Agency Workspace Dashboard
Manage multiple e-commerce brands from one agency workspace in MerchantFlow. Use Portfolio and Clients views to monitor all accounts.
Agency Portfolio Reports
Build agency-level reports that aggregate across every connected client brand. P&L, marketing, order summary, and period comparisons - exportable as white-label PDFs.