Dashboard
This page provides an overview of your company’s performance through an interactive dashboard. It displays various widgets that give you quick insights and real-time updates about your organization. You can customize each widget’s settings by selecting the pencil icon in the top-right corner.
You can configure the dashboard by adding tabs, changing widgets in the setup dashboard tab screen. Click here for information on that screen.
Widgets will all have three icons in the top right corner. The clock if you hover over it will show you the last time the widget’s data was loaded and will also show the next time it will update. The info bubble will show details about what is included in the widget. The pencil will allow you to open the widget’s parameters, so you can edit or see what has been selected.
Totals Widgets
The Totals widget calculates data based on the number of days in the selected time frame.
There is a period mode which allows you to select to use a rolling period (Last 7 days for a week, last 30 days for a month, last 365 days for a year) or for the whole period (This week up today, this month up to today, this year up to today).
Cancelled shipments are excluded from the widget data.
The widget prioritizes actual times (from check calls). If those are not available, it uses appointment times.
If a load was scheduled to deliver last week but actually delivered this week, it will appear in this week’s totals.
Loads scheduled to deliver this week will also appear, even if they have not yet been completed.
Totals Widget Details
Pie Charts
Totals are calculated based on the date block selected — Week, Month, Quarter, or Year.
For example, if set to Month, the widget includes loads delivering within that month only (e.g., only loads delivering in March).
Display defined data types for a period or to compare to the previous period.
Options to create Widgets for specific Companies, Equipment types, Segments of your company, or custom groups.
Graphs
Totals are calculated based on the date block selected — Week, Month, Quarter, or Year.
For example, if set to Month, the widget includes loads delivering within that month only (e.g., only loads delivering in March).
Display up to 3 sets of defined data for periods.
Options to create Widgets for specific Companies, Equipment types, Segments of your company, or custom groups.
Invoices
Totals are calculated for the past 3 months
Options to create Widgets for specific Companies, Equipment types, Segments of your company, or custom groups.
Fuel Optimization
Totals are calculated based on the date block selected — Week, Month, Quarter, or Year.
For example, if set to Month, the widget includes loads delivering within that month only (e.g., only loads delivering in March).
Will only show loads that have been completed or paid.
The ‘Use Fuel Provider Fuel Price’ checkbox should only be selected if you are uploading your own fuel prices for optimization. If this box is not checked, retail prices will be used in the calculations.
This widget includes information bubbles that display details about how and where the data is sourced when hovered over.
The Dashboard is designed to display general trends rather than real-time updates.
To optimize performance, data is extensively cached, and updates may be delayed.
Depending on the widget, data may be cached for up to 24 hours and may not reflect recent changes immediately.