Customer Location Snapshot – Customer Location Data And Analytics Overview
Route4Me’s Customer Location Snapshot is a user-friendly tool that provides a comprehensive overview of your saved Customer Locations. It centralizes key data points, helping you analyze, manage, and organize large volumes of customer information more efficiently. With a Customer Location Snapshot, you can review location details, monitor updates, and ensure real-time data consistency across users, accounts, and devices. These insights support faster planning, more accurate routing, and better customer service. Use this guide to get started.
NOTE: Customer Location Snapshots are currently available only by request. To enable this feature, contact Customer Support.
Table of Contents
Open Customer Location Snapshot – Location Data And Analytics Overview
To open a Customer Location Snapshot, click “Customers” in the Navigation Menu followed by “Customer Locations“. Then, right click an address in your Customer Locations list and select “Open“.
One the Snapshot is opened, you’ll see a detailed interface designed to help you review and manage all Customer Location data in one place. Here’s what you’ll find:
- Location Summary: A quick overview of essential information including the address, Destination type, Time Zone, and creation date.
- Customer Location Tabs: Switch between “Visits” and “Routes” to explore Location data which you can filter and customize as needed.
- Edit Controls: Access the “Edit Customer Location” button to modify Location details.
All data is centralized and accessible, making it easier to analyze Location information, spot trends, and plan accordingly.
Customer Location Snapshot Categories – Analytics Overview Data Tabs
The Customer Location Snapshot is divided in two primary categories: “Visits” and “Routes“. By default, the “Routes” tab is open when you access the Snapshot, offering a detailed overview of all route details associated with the location.
You can tailor the “Routes” data that appears by clicking the Column Icon and selecting the specific data you would like to see. You can also reorder data columns by dragging their names up and down. Data column details appear in the table below.
| Column | Description | |
|---|---|---|
| Route | ||
| Date Created | Date and time when the route was initially created | |
| Scheduled Start Time | Scheduled start time for the route. | |
| Planned End Time | Planned end time for the route. | |
| Planned Total Distance | Total planned distance for the route, representing the full distance to be traveled during the route. | |
| Planned Total Duration | Total planned duration for the route, representing the estimated time required to complete the route. | |
| Planned Total Wait Duration | Total planned wait duration for the route, representing the estimated time spent waiting at destinations or during stops. | |
| Planned Total Service Time | Total planned service time for the route, representing the estimated time spent at each destination for services or deliveries. | |
| Planned Total Drivers Break Duration | Total planned driver break duration for the route, representing the estimated time allotted for breaks during the route. | |
| Destinations | ||
| Destinations | Number of planned destinations for the route. | |
| Visited Destinations | Number of destinations that have been completed or reached during the route. | |
| Out of Sequence Destinations | Number of destinations that were visited in an order different from the planned sequence. | |
| Destinations Arrived on Time | Number of destinations where arrival occurred within the scheduled time frame. | |
| Destinations Arrived Early | Number of destinations where arrival occurred before the scheduled time. | |
| Destinations Arrived Late | Number of destinations where arrival occurred after the scheduled time | |
| Planned Average Service Time | Average estimated service time planned for each destination on the route. | |
| Planned Destinations | Total number of destinations planned for the route. | |
| Failed Destinations | Number of destinations that could not be completed or reached during the route. | |
| Skipped Destinations | Number of destinations that were missed or skipped during the route. | |
| Done Destinations | Number of destinations that have been completed or successfully visited during the route. | |
| Route Information | ||
| User Opened Route | Date and time when a User opened and viewed the route details. | |
| Status | Current status of the route, indicating its progress or completion stage. | |
| Dispatched | Indicates whether the route has been assigned to the driver or field team for execution. | |
| Actual Start Time | Time when the route actually started, reflecting when the driver began the journey. | |
| Facilities | Locations or service points associated with the route, often used for deliveries or service tasks. | |
| Progress Metrics | ||
| Progress (%) | Percentage representing the completion progress of the route based on planned tasks or destinations. | |
| Actual Distance | ||
| Actual Travel Distance (Mobile App) | Total distance traveled as recorded by the mobile app during route execution. | |
| Actual Travel Distance (Telematics) | Total distance traveled as recorded by the telematics system during route execution. | |
| Actual Travel Distance (Mobile App + Telematics) | Total distance traveled as recorded by both the mobile app and telematics system during route execution. | |
| Actual Duration | ||
| Actual Total Duration (Mobile App) | Total duration of the route, as recorded by the mobile app, including driving and stop times. | |
| Actual Total Duration (Telematics) | Total duration of the route, as recorded by the telematics system, including driving and stop times. | |
| Actual Total Duration (Mobile App + Telematics) | Total duration of the route, as recorded by both the mobile app and telematics system, including driving and stop times. | |
| Actual Service Time | ||
| Actual Total Service Time – Geofence-based | Total service time spent at each stop, as recorded based on geofence triggers during route execution. | |
| Actual Total Service Time – Driver action-based | Total service time spent at each stop, as recorded based on driver actions during the route execution. | |
| Completed Distances | ||
| Completed Planned Distance (Mobile App) | Total planned distance covered during the route, as recorded by the mobile app, based on actual travel. | |
| Completed Planned Distance (Telematics) | Total planned distance covered during the route, as recorded by telematics data, based on actual travel. | |
| Completed Planned Distance (Mobile App + Telematics) | Total planned distance covered during the route, as recorded by both the mobile app and telematics data, based on actual travel | |
| Remaining Distances | ||
| Remaining Planned Distance (Mobile App) | Distance remaining to be covered on the route, as recorded by the mobile app, based on the initial planned distance. | |
| Remaining Planned Distance (Telematics) | Distance remaining to be covered on the route, as recorded by telematics, based on the initial planned distance. | |
| Remaining Planned Distance (Mobile App + Telematics) | Distance remaining to be covered on the route, as recorded by both the mobile app and telematics, based on the initial planned distance. | |
| Deviations | ||
| Deviated From Planned Distance % (Mobile App) | Percentage of the route’s distance deviated from the original plan, as recorded by the mobile app. | |
| Deviated From Planned Distance % (Telematics) | Percentage of the route’s distance deviated from the original plan, as recorded by telematics data. | |
| Deviated From Planned Distance % (Mobile App + Telematics) | Percentage of the route’s distance deviated from the original plan, based on data from both the Mobile App and Telematics. | |
| Utilization – Pieces | ||
| Pieces Planned | Total number of pieces planned for delivery within the route. | |
| Pieces Completed | Total number of pieces successfully delivered or completed within the route. | |
| Pieces Completed (%) | Percentage of the planned pieces that have been successfully completed or delivered. | |
| Pieces Remaining At End (%) | Percentage of planned pieces that remain incomplete or undelivered at the end of the route. | |
| Utilization – Weight | ||
| Weight Planned | Total weight of items planned for delivery on the route. | |
| Weight Completed | Total weight of items completed during the delivery on the route. | |
| Weight Completed (%) | Percentage of the planned weight that has been completed during the delivery. | |
| Weight Remaining At End (%) | Percentage of the planned weight that remains incomplete at the end of the delivery. | |
| Utilization – Cube | ||
| Cube Planned | Total cubic volume planned for delivery. | |
| Cube Completed | Total cubic volume completed for delivery. | |
| Cube Completed (%) | Percentage of total cubic volume completed for delivery. | |
| Cube Remaining At End (%) | Percentage of total cubic volume remaining at the end of the route. | |
| Utilization – Revenue | ||
| Revenue Planned | Planned revenue for the route based on the scheduled deliveries. | |
| Revenue Completed | Revenue generated from completed deliveries on the route. | |
| Revenue Completed (%) | Percentage of planned revenue that has been completed based on deliveries made. | |
| Revenue Remaining At End (%) | Percentage of planned revenue remaining at the end of the route or delivery process. | |
When the “Visits” tab is open, you can see a detailed overview of all visits associated with the Location. Once again, click the Column Icon to tailor the data you see and reorder how it appears. Data column details appear below.
| Column | Description | |
|---|---|---|
| Basic | ||
| Route Name | Name of the route associated with the destination. | |
| Address | The physical address of the destination. | |
| Destination Status | The current status of the destination (e.g., completed, failed, pending). | |
| Assigned User | The Driver or Field Team Member assigned to the destination. | |
| Assigned Vehicle | The Vehicle assigned to the destination. | |
| Facilities | The specific facilities associated with the destination. | |
| Address | ||
| Alias | Custom alias or name for the destination address. | |
| Service Type | Type of service required at the destination (e.g., delivery, pickup). | |
| Depot | The starting point or location where the route begins. | |
| Destinations Sequence # | The order in which a destination is scheduled to be visited on the route. | |
| Path | The specific path taken to reach the destination. | |
| Order | ||
| Order ID | Unique identifier for the order associated with the destination. | |
| Tracking Number | Unique identifier used to track the shipment or delivery associated with the destination. | |
| Order Number | Unique identifier assigned to the order for tracking and reference purposes. | |
| Invoice Number | Unique identifier assigned to the invoice for tracking and reference purposes. | |
| Reference Number | A unique identifier used to track or reference a specific transaction or order. | |
| Demands | ||
| Cube | The total volume or space occupied by items for delivery, measured in cubic units. | |
| Pieces | The total number of individual items or packages planned for delivery. | |
| Weight | The total weight of the items or packages planned for delivery. | |
| Priority | The priority level assigned to the destination for scheduling or delivery. | |
| Revenue | The total revenue associated with the destination or delivery. | |
| Customer | ||
| First Name | The first name of the Customer associated with the destination. | |
| Last Name | The last name of the Customer associated with the destination. | |
| The email associated with the destination. | ||
| Phone | The phone number associated with the destination. | |
| Customer PO | The purchase order associated with the destination. | |
| Group | The group to which the destination or Customer belongs. | |
| Time Windows | ||
| Time Window 1 | The first time window allocated for the destination delivery or service. | |
| Time Window 2 | The second time window allocated for the destination delivery or service. | |
| Visit Details | ||
| Actual Service Time | TThe actual time spent servicing the destination or performing the task. | |
| Visited | Indicates whether the destination has been visited or completed during the route. | |
| Last Visited | The date and time when the destination was last visited during the route. | |
| Departed | Indicates whether the Vehicle or Driver has left the destination. | |
| Last Departed | The most recent date and time when the Vehicle or Driver left the destination. | |
| Pickup | The date and time when a pickup was completed at the destination. | |
| Dropoff | The date and time when a dropoff was completed at the destination. | |
| Joint | The date and time when a joint action or task was completed at the destination. | |
| Skills | The specific expertise or capabilities required for a particular task or action at the destination. | |
| Workflow ID | A unique identifier associated with a specific workflow or process that tracks the progress or status of tasks related to a destination. | |
| Contact ID | A unique identifier used to reference or track specific customer or destination details in the system. | |
| Driver Rating | The rating assigned to a driver based on their performance. | |
| Geofence | ||
| Geofence Detected Service Time | The service time recorded when a vehicle enters a designated geofence area, indicating that a service event has occurred within that region. | |
| Geofence Detected Visited Time | The time recorded when a vehicle enters a designated geofence area, indicating that a destination has been visited within that region. | |
| Geofence Detected Departed Time | The time recorded when a vehicle exits a designated geofence area, indicating that the driver has departed from a destination within that region. | |
| Arrival and Departure | ||
| Actual Arrival Time | The actual time when a Vehicle arrives at a destination. | |
| Actual Departure Time | The actual time when a vehicle departs from a destination. | |
| Estimated Arrival Time | The predicted time when a vehicle is expected to arrive at a destination. | |
| Projected Arrival Time | The estimated time when a vehicle is likely to reach a destination based on current data. | |
| Projected Departure Time | The estimated time when a vehicle is expected to leave a destination based on current data. | |
| Scheduled Arrival Time | Total weight of items completed during the delivery on the route. | |
| Scheduled Departure Time | The planned time for a vehicle to arrive at a destination according to the route schedule. | |
| Time Deviation | ||
| Arrival Deviation Seconds | The difference, in seconds, between the actual and scheduled arrival time at a destination. | |
| Departure Deviation Seconds | The difference, in seconds, between the actual and scheduled departure time from a destination. | |
| Estimated Wait Time Before Time Window Opens | The estimated time a destination will be waited before the designated time window opens. | |
| Time Window Violated | Indicates whether the destination’s time window was missed or violated. | |
| Remaining Capacity | ||
| Remaining Cube | The remaining volume (in cubic units) to be delivered at the destination. | |
| Remaining Pieces | The remaining number of pieces to be delivered at the destination. | |
| Remaining Revenue | The remaining revenue to be generated from the delivery at the destination. | |
| Remaining Weight | The remaining weight of goods to be delivered at the destination. | |
| Cumulative Totals | ||
| Cumulative Cube | The total accumulated volume (cube) of goods delivered to the destination. | |
| Cumulative Pieces | The total accumulated number of pieces delivered to the destination. | |
| Cumulative Revenue | The total accumulated revenue generated from deliveries to the destination. | |
| Cumulative Weight | The total accumulated weight of items delivered to the destination. | |
| Running Performance | ||
| Running Distance | The total distance that has been covered by the route so far, calculated from the start of the route to the destination. | |
| Actual Running Service Time | The actual time spent on providing service at the destination, including tasks like deliveries or pickups, based on real-time data. | |
| Running Travel Time | The total time spent traveling to the destination based on real-time data. | |
| Running Wait Time | The total time spent waiting at destinations or during pauses in the route based on real-time data. | |
Filter Customer Location Data – Filter Locations By Parameter
From the “Visits” or “Routes” tab, you can apply filters to quickly locate data most relevant to your immediate needs. Just click “Filters” and select a Filter option. Filter option details appear in the table below.
| Filter | Description |
|---|---|
| User | Search Users by name or email. |
| Vehicle | Search Vehicles by plate, make, model, or alias. |
| Service Type | Search by service type: Pickup, Delivery, Break, Meetup, Service, Visit, and/or Drive By. |
| Facility | Search for a Facility by name |
| Alias | Search by Alias |
| Sequence No | Search by minimum and/or maximum sequence number. |
| Tracking No | Search by Tracking number. |
| Order No | Search by Order number. |
| Invoice No | Search by Invoice number. |
| Reference No | Search by Reference number. |
| Cube | Search by minimum and/or maximum cubic volume. |
| Pieces | Search by minimum and/or maximum number of pieces. |
| Weight | Search by minimum and/or maximum weight. |
| Priority | Search by minimum and/or maximum priority. |
| Revenue | Search by minimum and/or maximum revenue. |
| First Name | Search by Customer’s first name. |
| Last Name | Search by Customer’s last name. |
| Customer Phone | Search by Customer’s phone number. |
| Customer Email | Search by Customer’s email address. |
| Customer PO | Search by Customer’s purchase order. |
| Group | Search by group. |
| Visited | Search by whether or not a Destination has been visited. |
| Departed | Search by whether or not a Vehicle has departed for the Destination. |
| Destination Status | Search by whether a Destination has been marked as Done, Skipped, Failed, and/or Pending. |
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About author: Daniel Archer
