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Dashboard


The Dashboard provides an overview of your company's performance through an interactive display of widgets that deliver quick insights and real-time updates about your organization.

Note: The Dashboard is designed to display general trends rather than real-time updates. Data is extensively cached to optimize performance and may be delayed by up to 24 hours depending on the widget. Recent changes may not be reflected immediately.

Click here for information on configuring the dashboard, adding tabs, and changing widgets.


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Dashboard overview

Widget Controls

Every widget displays three icons in the top-right corner:

  • Clock — Hover over this icon to see when the widget's data was last loaded and when it will next update.

  • Info Bubble — Displays details about what data is included in the widget.

  • Pencil — Opens the widget's parameters so you can view or edit the configuration.


Totals Widgets

The Totals widget calculates data based on the number of days in the selected time frame.

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Yearly totals widget settings

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Totals widget

Period Mode allows you to choose between:

  • Rolling Period — Last 7 days for a week, last 30 days for a month, last 365 days for a year.

  • Whole Period — This week up to today, this month up to today, this year up to today.

Additional behavior:

  • Cancelled shipments are excluded from widget data.

  • The widget prioritizes actual times from check calls. If those are not available, appointment times are used.

  • 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 appear even if they have not yet been completed.


Totals Widget Details

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Totals widget detail view


Pie Charts

  • Totals are calculated based on the date block selected — Week, Month, Quarter, or Year. For example, if set to Month, only loads delivering within that month are included.

    • Display defined data types for a selected period or compare to the previous period.

    • Can be configured for specific companies, equipment types, segments, or custom groups.

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Pie chart widget settings

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Pie chart widget example


Graphs

Totals are calculated based on the date block selected — Week, Month, Quarter, or Year. For example, if set to Month, only loads delivering within that month are included

  • Display up to 3 sets of defined data across periods.

  • Can be configured for specific companies, equipment types, segments, or custom groups

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Graph widget settings

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Graph widget example


Invoices

  • Totals are calculated for the past 3 months.

  • Can be configured for specific companies, equipment types, segments, or custom groups.

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Invoices widget settings

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Invoices widget example


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.

Totals are calculated based on the date block selected — Week, Month, Quarter, or Year. For example, if set to Month, only loads delivering within that month are included. Only completed or paid loads are included in this widget.

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Fuel Optimization widget

Note: 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 unchecked, retail prices will be used in calculations.

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Fuel Optimization widget

Field

Description

Distance

Total miles driven, averaged per truck.

Purchase

Total gallons purchased, averaged per truck.

Potential Savings

Total potential savings across all trucks.

AVG MPG

Average MPG across all trucks listed.

Overall Compliance

Overall compliance rate for all trucks utilizing fuel recommendations.

Truck

The truck ID utilizing fuel optimization.

Distance

Total miles for the truck during the period. Uses ELD miles if available for current and previous periods; otherwise, uses TMS miles.

Stops

Total count of fuel stops in the period, based on advance data in the TMS.

Optimized

Total gallons suggested by the optimization feature, along with total price and average price per gallon.

Purchased

Total gallons purchased, total amount spent, and average price per gallon, based on advance data.

Savings

Total potential savings, calculated as: Total Amount Spent − (Total Gallons Purchased × Average Optimized Price Per Gallon). N/A results are common when using retail fuel prices or when imported advances have discounts split to a separate line.

MPG

Calculated based on miles driven and actual gallons purchased.

Compliance

Percentage of fuel stops on imported advances that match the fuel stops suggested by optimization.

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Clicking the detail icon opens the truck history for the selected period. Suggested fuel stops are displayed on the left; actual fuel stops from advances in the TMS are displayed on the right.

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Fuel Optimization detail icon

Note: This widget includes information bubbles on individual data points that display details about how and where the data is sourced when hovered over.


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