Performance & Analytics Dashboard – User, Vehicle, Route, Facility, and Order KPIs

Route4Me’s Analytics Dashboard is a powerful and easy-to-use performance reporting tool for enterprise businesses. You can customize your Dashboard to filter, sort, group, and visualize detailed, real-time statistics generated by your field team members, vehicle fleet, and routing activities. Drilling down into detailed metrics, KPIs, and analytics enables you to gather actionable last mile intelligence for any part of your business.

Compared to the Routing Dashboard in Route4Me’s Web Software, the Analytics Dashboard provides more in-depth and flexible data filters. For your convenience, you can sign in to the Analytics Dashboard with your Route4Me account, and it’ll automatically collect all necessary information. In this guide, you’ll learn how to use the Dashboard to see data relevant to your needs, use advanced filters and grouping settings, create detailed user, vehicle, route, facility, and order dashboards.

Dashboard Overview – Open And Use Performance Analytics Dashboard

To open the Performance Dashboard, go to “Analytics” from the Navigation Menu and click “Performance“.

Open Your Analytics Dashboard

At the top of the Dashboard, you can see the Performance Summary panel, which shows aggregate business performance data for the filtered date range. In detail, you can see performance data for order completion, route execution, SLAs, and customer satisfaction. NOTE: Use the scroll bar at the bottom of the Performance Summary to scroll horizontally and view all your aggregate performance statistics.

Below that is the main analytics data table, where you can find in-depth data and drill down into statistics about the performance of your business. Just like the Performance Summary, you can scroll horizontally to see all the data in your Dashboard.

To sort the table by any column, simply click the corresponding Arrow Icon. Next to it, you can hover over the Information Icon to get a description of the data contained in the respective column.

The double header of the data table enables grouping complex data in an easy-to-use way. For example, the “Performance” header has secondary headers for the percentage of planned and completed distance, route time, destinations, etc. Learn more about customizing the data table further in this guide.

Dashboard Filters – Analytics Filter And Grouping Settings

Dashboard filters narrow down and group data according to a specific timeframe and are always enabled. To make the most of the Performance Summary and analytics data table, adjust filter options for your preferred date range and time frame grouping.

To do so, click the “Date filter” button and select the preferred date range by entering it manually in the respective field, selecting dates on the calendar, or selecting a pre-defined date range type from the dropdown menu. Then, click “Group by” and select how you’d like to group data on your Analytics Dashboard. NOTE: The “Trailing…” date range filter specifies a range up to the current date, i.e. “Trailing year” will show data up to the current date from the same date from the previous year.

Analytics Categories – Dashboard Data Table Tabs And Sections

For your convenience, the Analytics Dashboard has different tabs corresponding to data categories that enable you to easily see the performance data specific to your last mile business management needs. Specifically, you can see KPIs for your entire organization, last mile routing team, transportation fleet, routes, facilities, orders, and more. You can even see data broken down by the different types of vehicles in your fleet or by state if your business operates across the country. Find more details about the different Analytics Dashboard categories in the table below.

Configure Dashboard – Custom Analytics Display Columns And Data Table Settings

You can customize the Analytics Dashboard to show only data relevant to your unique business use case by customizing data columns and table settings. To do so, simply click the Table Settings button (Gear Icon) and check the boxes next to data columns you want to enable. Additionally, drag column names to re-order the data table according to your preferences.

When you’ve adjusted your table settings, click the “Save” button to update the Analytics Dashboard data table. Alternatively, click the “Reset columns order” button to restore the default table settings for the corresponding category. Learn more about available data columns on the Analytics Dashboard in the table below.

NOTE: The different Dashboard categories support different data columns. You can see which category supports which data column types in the table below. Specifically, see which top headers are available in which data table tabs.

Export Analytics – Download Business Performance Data Spreadsheet

After you’ve filtered and adjusted the Dashboard to your preference, you can easily export a spreadsheet with performance analytics. To do so, simply click the Download Button. The Dashboard will open the “Export Data as File” panel where you can customize which KPI data columns you want to include in your exported performance spreadsheet. Enable data columns by checking the boxes next to them and change their order by dragging column names on the right. When done, click the “Export” button to download your customized analytics file.