Contract Snapshot – Centralized Contract Overview
Route4Me’s Contract Snapshot gives enterprise business users a centralized view of detailed Contract data linked to customers, routes, and operational performance. Quickly review Contract terms, track associated activity, and analyze key metrics in one place. Filters, search, and customizable columns streamline Contract oversight and ensure fast access to information.
Table of Contents
Access Contract Snapshot – View Detailed Customer Contract Data
To open the Contract Snapshot for any Contract, select “ERP” > “Contracts” from the Navigation Menu. Then, from the Contracts Page, click “Open” next to the desired contract.
Once opened, you’ll see a detailed interface designed to help you review and manage all Contract data in one place:
- Summary Panel: Overview of key information about the Contract.
- Contract Data Tab: Explore Contract-related data, which you can filter and customize as needed.
- Edit Controls: Click the “Edit Contract” button in the top-right corner to modify Contract details.
Contract Overview – Detailed Snapshot Information Panel
The Contract Summary Panel provides an overview of key contract details, including the contract name and important dates.
It also displays Customer information associated with the contract. To view additional Customer details, click the Go-To Icon next to “Customer” to open the Customer Snapshot.
Contract Snapshot Data – Customizable Contract Data Table
The Contract Snapshot provides a customizable data table with detailed Contract information, including route details, key metrics, operational status updates, and other relevant fields.
You can use the Search field to quickly locate specific Contract items and apply Group By options or Filters, described in the table below, to display results based on selected criteria.
| Filter | Description | |
|---|---|---|
| Assignment & Attribution | ||
| User | Filter by user assigned to the route. | |
| Vehicle | Filter by vehicle assigned to the route. | |
| Facility | Filter by facility linked to the route. | |
| Customer | Filter by customer linked to the route. | |
| Strategic Optimization | ||
| Strategic Optimization Name | Filter by the name of the strategic optimization used to generate or modify the route. | |
| Scenario Name | Filter by the scenario applied during strategic route planning. | |
| Route | ||
| Status | Filter by the current progress or completion state of the route (e.g., Planned, Scheduled, Started, Completed). | |
| Planned Total Route Duration (h) | Filter by the total estimated duration, in hours, planned for completing the route. | |
| Planned Total Distance (mi) | Filter by the total planned distance, in miles, for completing all stops on the route. | |
| Progress Metrics | ||
| Destinations Arrived (Progress %) (User Actioned) | Filter by the percentage of planned destinations the driver has arrived at. | |
| Key Metrics | ||
| Destinations Count | Filter by the total number of destinations assigned to the route. | |
| Pending Destinations | Filter by destinations not yet started or completed by the driver. | |
| Failed Destinations | Filter by destinations marked as failed due to inability to complete service. | |
| Skipped Destinations | Filter by destinations the driver intentionally skipped or bypassed. | |
| Completed Destinations | Filter by destinations successfully completed on the route. | |
| Notes Count | Filter by number of notes added to the route by users or automated processes. | |
| Customer Requested Time Window Adherence | ||
| Destinations Arrived Late (User Actioned) | Filter by destinations where the driver arrived after the scheduled time window. | |
| Destinations Arrived Early (User Actioned) | Filter by destinations where the driver arrived earlier than the scheduled time window. | |
| Destinations Arrived On Time (User Actioned) | Filter by destinations where the driver arrived within the scheduled time window. | |
| SLA | ||
| Out of Sequence Destinations (#) | The number of destinations visited in an order different from the planned sequence. | |
| Actual Route Distance | ||
| Actual Total Distance (Mobile App) (mi) | Total distance in miles recorded by the mobile app during the route. | |
| Actual Total Distance (Telematics) | Total distance in miles recorded from the assigned vehicle’s telematics device. | |
| Utilization – Pieces/Units | ||
| Planned | Filter by total planned Pieces (units) amount of all Destinations on the planned route. | |
| Completed | Filter by total number of completed pieces or units. | |
| Completed (%) | Filter by percentage of pieces or units completed. | |
| Remaining At End (%) | Filter by percentage of pieces or units still remaining when the route ended. | |
| Utilization – Weight | ||
| Planned | Filter by total planned Weight amount of all Destinations on the planned route. | |
| Completed | Filter by total weight completed across all serviced destinations. | |
| Completed (%) | Filter by percentage of planned weight completed. | |
| Remaining At End (%) | Filter by percentage of planned weight still remaining at the route’s end. | |
| Utilization – Cube | ||
| Planned | Filter by total planned Cube (volume) amount of all Destinations on the planned route. | |
| Completed | Filter by total cubic volume completed across all serviced destinations. | |
| Completed (%) | Filter by percentage of the planned volume completed. | |
| Remaining At End (%) | Filter by percentage of planned volume remaining at the route’s end. | |
| Utilization – Revenue | ||
| Planned | Filter by total revenue to be generated from servicing all route Destinations. | |
| Completed | Filter by total revenue generated from the Destinations completed on the route. | |
| Completed (%) | Filter by percentage of planned revenue achieved. | |
| Remaining At End (%) | Filter by percentage of revenue still unfulfilled at route end. | |
| Cost | ||
| Cost Planned | Filter by total planned cost amount associated with all Destinations on the planned route. | |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which route data fields appear and adjust their order to suit your operational needs.
The table below provides an overview of all available data columns, which you can reorder by dragging them into place.
| Item | Description | |
|---|---|---|
| Route | ||
| Scheduled Start Time | Scheduled start time for the route. | |
| Planned End Time | Planned end time for the route. | |
| Actual Start Time | Time when the route actually started. | |
| Actual End Time | Time when the route actually ended. | |
| Route Total Distance | Total distance planned for the route, including all stops. | |
| Planned Total Route Duration | Estimated total duration for completing the route. | |
| Start Time Zone | Timezone of the route’s start location. | |
| Total Man Hours | Total estimated working hours for completing the route. | |
| Route # | The route number. This is relevant when you are exporting multiple routes. | |
| Key Metrics | ||
| Destinations Count | Total number of destinations planned for the route. | |
| Pending Destinations | Number of destinations not yet visited. | |
| Failed Destinations | Number of destinations that could not be completed. | |
| Skipped Destinations | Number of destinations intentionally skipped. | |
| Completed Destinations | Number of destinations successfully completed. | |
| Notes Count | Total number of notes added to the route by users or automated processes. | |
| Route Start Odometer | The vehicle odometer reading at the beginning of the route. | |
| Route End Odometer | The vehicle odometer reading at the completion of the route. | |
| Customer Requested Time Window Adherence | ||
| Destinations Arrived On-Time (User Actioned) | Destinations where arrival matched the scheduled time, based on user input. | |
| Destinations Arrived Early (User Actioned) | Destinations reached earlier than scheduled, based on user input. | |
| Destinations Arrived Late (User Actioned) | Destinations reached later than scheduled, based on user input. | |
| Operational Status | ||
| First Access Time | Date and time the route was first viewed by a user. | |
| Status | Current progress or completion status of the route. | |
| Dispatch | Indicates whether the route has been assigned to a driver or team. | |
| Progress Metrics | ||
| Arrived Destinations (User Actioned) | Number of destinations marked as arrived by user actions. | |
| Destinations Arrived (Progress %) (User Actioned) | Percentage of destinations completed, based on user input. | |
| Actual Route Distance | ||
| Actual Total Distance (Mobile App) | Total distance traveled, recorded by the mobile app. | |
| Actual Total Distance (Telematics) | Total distance traveled, recorded by telematics. | |
| Actual Total Distance (Merged) | Combined distance from mobile app and telematics data. | |
| Actual Duration | ||
| Actual Route Duration (User Actioned) | Actual Route Duration is calculated based on the received Mobile App GPS data. Duration is measured from when the route was started to when the route was ended by the assigned User on the Mobile App. | |
| Actual Total Route Duration (Grand Total of All Sub-Durations) | The total time spent traveling the route, including all individual segments and stop durations. | |
| Actual Total Travel Duration (User Actioned) | The total time spent traveling the route, recorded from driver actions in the Mobile App. | |
| Actual Total Service Duration (User Actioned) | The total time drivers spent servicing stops, recorded from actions in the Mobile App. | |
| Actual Total Wait Duration (User Actioned) | Total amount of time that a driver spent being inactive while driving the route (i.e., a route started before the opening hours and a driver had to wait, a driver arrived at the address before the opening of the Time Window, etc.). | |
| Actual Total Break Duration | The total duration of all scheduled breaks for the route, calculated based on the planned stops and route schedule. | |
| Actual Total Unattributed Duration | Time not attributed to driving, service, or breaks. | |
| Actual Service Time | ||
| Actual Total Service Time (Auto Detected) | The total amount of the average Service Time of all destinations on the route. | |
| Actual Travel Duration | ||
| Actual Total Duration (Mobile App) | Total duration of route recorded via the mobile app. | |
| Actual Total Duration (Telematics) | Total duration of route recorded via telematics. | |
| Planned Durations | ||
| Planned Route Duration | Estimated total route duration. | |
| Planned Total Travel Duration | Estimated driving time for the route. | |
| Planned Total Wait Duration | Estimated total wait time during the route. | |
| Planned Total Service Duration | Estimated total service time at destinations. | |
| Planned Total Break Duration | Estimated total driver break time. | |
| SLA | ||
| Out of Sequence Destinations (#) | The number of destinations visited in an order different from the planned sequence. | |
| Out of Sequence Destinations (%) | The percentage of destinations visited in an order different from the planned sequence. | |
| Assignment & Attribution | ||
| Facility | The depot, warehouse, or starting point used for planning the route; serves as the origin for route sequencing and time calculations. | |
| Customer | The name of the customer associated with the route or destination, as defined in the account or order data. | |
| Contract | The name or identifier of the contract linked to the assigned customer, if applicable, used for tracking or reporting purposes. | |
| Utilization – Pieces/Units | ||
| Pieces Planned | Total number of pieces planned for delivery. | |
| Pieces Completed | Number of pieces successfully delivered. | |
| Pieces Completed (%) | Percentage of planned pieces delivered. | |
| Pieces Remaining At End (%) | Percentage of pieces undelivered at the route’s end. | |
| Utilization – Weight | ||
| Weight Planned | Total weight of items planned for delivery. | |
| Weight Completed | Weight of items successfully delivered. | |
| Weight Completed (%) | Percentage of planned weight delivered. | |
| Weight Remaining At End (%) | Percentage of weight remaining at the end of the route. | |
| Utilization – Cube | ||
| Cube Planned | Total cubic volume planned for delivery. | |
| Cube Completed | Cubic volume successfully delivered. | |
| Cube Completed (%) | Percentage of planned cubic volume delivered. | |
| Cube Remaining At End (%) | Percentage of cubic volume remaining at the end of the route. | |
| Utilization – Revenue | ||
| Revenue Planned | Planned revenue for the route based on scheduled deliveries. | |
| Revenue Completed | Revenue earned from completed deliveries. | |
| Revenue Completed (%) | Percentage of planned revenue achieved. | |
| Revenue Remaining At End (%) | Percentage of planned revenue remaining at the route’s end. | |
| Utilization – Cost | ||
| Cost Planned | Estimated cost associated with completing all stops on the route, including labor, fuel, and other operational expenses. | |
| Strategic Optimization | ||
| Strategic Optimization Name | Name of the strategic optimization applied to the route. | |
| Scenario Name | Scenario associated with the strategic optimization. | |
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About author: Daniel Archer
