Customer Snapshot – Customizable Data And Analytics Overview
Route4Me’s Customer Snapshot is a powerful analytics tool that brings all essential data for an individual Customer into one centralized view. Designed to streamline how you manage and interpret Customer information, it allows you to track activity trends, review contact and location details, and analyze associated routes in a single, cohesive interface. By organizing both historical and real-time data in one place, Customer Snapshots help improve route planning accuracy, enhance service performance, and support more informed decision-making. Use this guide to get started.
NOTE: Customer Snapshots are currently available only by request. To enable this feature, contact Customer Support.
Table of Contents
Open Customer Snapshot – Customer Data And Analytics Overview
To open a Customer Snapshot, click “Customers” in the Navigation Menu followed by “Customers“. Then, right click a Customer in your Customer list and select “Open“.
One the Snapshot is opened, you’ll see a detailed interface designed to help you review and manage all Customer data in one place. Here’s what you’ll find:
- Customer Summary: A quick overview of essential information including the Customer’s contacts, currency, Tax ID, and more.
- Customer Tabs: Switch between “Locations” and “Routes” to explore Customer data which you can filter and customize as needed.
- Edit Controls: Access the “Edit Customer” button to modify Customer details.
All data is centralized and accessible, making it easier to analyze Customer information, spot trends, and plan accordingly.
Customer Details Summary – Customer Information Panel
The Customer Information panel offers a summary of key details, including the Customer’s status, Accountable person, contact details, and more. You can easily modify these details by clicking the “Edit Customer” button.
To quickly learn more about the Accountable Person associated with the Customer, click the Arrow Icon next to their name. You’ll be redirected to their User Snapshot where you can view key metrics and details associated with that person.
Customer Snapshot Categories – Analytics Overview Data Tabs
The Customer Snapshot is divided in two primary categories: “Locations” and “Routes“. By default, the “Locations” tab is open when you access the Snapshot, offering a detailed overview of all Locations associated with the Customer.
NOTE: From the “Locations” tab , you can access your Customer Locations page by clicking the Plus Sign Icon.
You can tailor the “Locations” 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 | |
|---|---|---|
| Basic | ||
| Address | The physical address of the destination. | |
| Location Address Type | Type of service required at the destination (e.g., delivery, pickup, etc). | |
| Location Alias | Custom alias or name for the destination address. | |
| 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. | |
| Telematics Connection | The name of the telematics system linked to the Customer’s address, used for tracking vehicle locations and activity data. | |
| Assigned To | The Driver or Field Team Member assigned to the destination. Once assigned, the destination becomes immediately available in the Team Member’s account. | |
| Last Visited | The date and time when the destination was last visited during the route. | |
| Group | The group to which the destination or Customer belongs. | |
| No. of Routes | The number of times the address has been inserted into a route. | |
| No. of Visits | The number of times the address has been marked as “Visited” via the Mobile Route Planner app. | |
When the “Routes” tab is open, you can see a detailed overview of all routes associated with the Customer. Once again, click the Column Icon to tailor the data you see and reorder how it appears. Data column details appear 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. | |
Filter Customer Data – Filter Customers By Parameter
From the “Location” 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 | |
|---|---|---|
| Locations Data | ||
| Address Visibility | Search by routed or unrouted customer addresses. | |
| Assigned To | Search by Team Member name or email address associated with the Customer address. | |
| No. of Routes | Search by number of times the address has been inserted into a route. | |
| No. of Visits | Search by number of times the address has been marked as “Visited” via the Mobile Route Planner app. | |
| Routes Data | ||
| Vehicle | Search Vehicles by plate, make, model, or alias. | |
| Route Status | Search by whether a Route has been marked as Planned, Scheduled, Started, or Completed. | |
| Address Book Details | Search by Address Book contact details, including contact alias, address, or order details. | |
| Facility | Search for a Facility associated with the Customer’s address. | |
| Progress (%) | Search by percentage of total route progress made. | |
| Planned Total Distance | Search by total planned distance for the route, i.e. the full distance to be traveled during the route. | |
| Planned Total Duration | Search by total planned duration for the route, i.e. the estimated time required to complete the route. | |
| Destinations Total | Search by number of planned destinations for the route. | |
| Out of Sequence Destinations | Search by number of destinations that were visited in an order different from the planned sequence. | |
| Destinations Arrived on Time | Search by number of destinations where arrival occurred within the scheduled time frame. | |
| Destinations Arrived Early | Search by number of destinations where arrival occurred before the scheduled time. | |
| Destinations Arrived Late | Search by number of destinations where arrival occurred after the scheduled time | |
| Pieces Planned | Search by total number of pieces planned for delivery within the route. | |
| Pieces Completed (%) | Search by percentage of the planned pieces that were successfully completed or delivered. | |
| Pieces Remaining At End (%) | Search by percentage of planned pieces that remained incomplete or undelivered at the end of the route. | |
| Weight Planned | Search by total weight of items planned for delivery on the route. | |
| Weight Completed (%) | Search by percentage of the planned weight that was completed during the delivery. | |
| Weight Remaining At End (%) | Search by percentage of the planned weight that remained incomplete at the end of the delivery. | |
| Cube Planned | Search by total cubic volume planned for delivery. | |
| Cube Completed (%) | Search by percentage of total cubic volume completed for delivery. | |
| Cube Remaining At End (%) | Search by percentage of total cubic volume remaining at the end of the route. | |
| Revenue Planned | Search by planned revenue for the route based on the scheduled deliveries. | |
| Revenue Completed (%) | Search by percentage of planned revenue that was completed based on deliveries made. | |
| Revenue Remaining At End (%) | Search by percentage of planned revenue remaining at the end of the route or delivery process. | |
| Actual Travel Distance (Mobile App) | Search by total distance traveled as recorded by the mobile app during route execution. | |
| Actual Travel Distance (Telematics) | Search by total distance traveled as recorded by the telematics system during route execution. | |
| Planned Destinations | Search by total number of destinations planned for the route. | |
| Failed Destinations | Search by number of destinations that could not be completed or reached during the route. | |
| Skipped Destinations | Search by number of destinations that were missed or skipped during the route. | |
| Done Destinations | Search by number of destinations that were completed or successfully visited during the route. | |
| Pieces Completed | Search by total number of pieces successfully delivered or completed within the route. | |
| Cube Completed | Search by total cubic volume completed for delivery. | |
| Weight Completed | Search by total weight of items completed during the delivery on the route. | |
| Revenue Completed | Search by revenue generated from completed deliveries on the route. | |
Visit Route4Me's Marketplace to Check out Associated Modules:
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Custom Data Add-On
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Advanced Team Management Add-On
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About author: Daniel Archer
