Customer Snapshot – Customizable Data And Analytics Overview
Route4Me’s Customer Snapshot brings all key Customer data together in one place, making it easier to review activity trends, contact details, and associated routes. It provides a clear, unified view of both historical and real-time information, helping you understand Customer performance quickly. Use this guide to get the most out of your Customer Snapshots.
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, go to “Database” > “Customers” in the Navigation Menu. Then, from the Customers Page, click the “Open” button next to the desired Customer.
One the Snapshot is opened, you’ll see a detailed interface designed to help you review and manage all Customer data:
- Customer Summary: An overview of essential information including the Customer’s contacts, currency, External ID, and more.
- Customer Tabs: Switch between “Locations” and “Routes” to explore Customer data which you can filter and customize as needed.
- Edit Controls: Click the “Edit Customer” button to modify Customer details.
Customer Details Summary – Customer Information Panel
The Customer Information panel displays key details about the Customer, including status, Accountable Person, contact information, billing type, and more. From this panel, you can:
- Assign a Facility or Contract to the Customer.
- Click the Arrow Icon next to the Accountable Person to open their User Snapshot and view associated metrics and details.
- Click the Copy Icon next to a phone number or email to copy it to your clipboard for easy use in communications.
All information is centralized, making it easy to view, manage, and act on Customer data.
Customer Snapshot Categories – Analytics Overview Data Tabs
The User Snapshot is organized by tabs, each tab corresponding to a specific category of data described below.
Locations Tab – Customer Location Overview
From the Locations tab, you can view all Locations associated with the Customer. From this tab, you can:
- Use the search field to quickly find a specific Location and apply filters (described below) to narrow down the list of Locations.
- Click “Open” next to any Location to open its Location Snapshot for detailed information.
- Click the Plus Icon to add a Location to your Locations list.
| Filter | Description |
|---|---|
| Keywords | Filter Locations by entering a keyword in the search field. |
| Location Type | Filter by the type of Location – Customer Location, Warehouse, Delivery Address, etc. |
| Routing Status | Filter Locations based on whether they are routed or unrouted. |
| Assigned To | Filter Locations by the name or email of the user assigned to the Location. |
| Connection | Filter Locations by telematics connection, such as Geotab or Samsara. |
| Vendor | Filter Locations by telematics vendor, for example, Geotab or Samsara. |
| Number of Routes | Filter Locations by the number of routes, setting a minimum and/or maximum value. |
| Number of Visits | Filter Locations by the number of visits, setting a minimum and/or maximum value. |
| Territories | Filter Locations by territory name. |
| Last Visited | Filter Locations by a specific date or a date range for the last visit. |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which 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.
| Column | Description |
|---|---|
| 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. |
| Location Type | The category of the destination, such as a Customer Location, Warehouse, Storeroom, or other operational site. |
| Parent Location | The primary site or higher-level location that this destination belongs to. |
| 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. |
| Facilities | The specific facility associated with the Customer’s location. |
Routes Tab – Customer Route Overview
When the Routes tab is open, you can view all Routes associated with the Customer. From this tab, you can:
- Use the search field to quickly find a specific Route.
- Apply filters, described in the table below, to narrow down the list of Routes.
- Use Group By options to organize Routes 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. | |
| Contract | Filter by contract 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. | |
| Address Book Details | ||
| Address Book Details | Filter by Route4Me Address Book contact aliases, addresses, order details, or customer details. | |
You can also customize the data displayed in the table. Click the Column Icon in the upper right corner to select which 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.
| 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. | |
| Actual Start Time | Time when the route actually started, reflecting when the driver began the journey. | |
| Actual End Time | Time when the route actually ends, reflecting when the driver completes the journey. | |
| Planned Total Distance | Total planned distance for the route, representing the full distance to be traveled during the route. | |
| Planned Total Route Duration | Total planned duration for the route, representing the estimated time required to complete the route. | |
| Start Timezone | The timezone applied to the route’s Scheduled Start Time. | |
| Total Man-Hours | The total number of labor hours spent on the route, calculated based on the combined working time of all assigned users. | |
| Routes | The name or identifier of the route record displayed in the report. | |
| Key Metrics | ||
| Destinations Count | Number of planned destinations for the route. | |
| Pending Destinations | Destinations that remain unvisited and are still awaiting completion on 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. | |
| Completed Destinations | Number of destinations that have been visited or reached during the route. | |
| Notes Count | The 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) | Number of destinations where arrival occurred within the scheduled time frame. | |
| Destinations Arrived Early (User Actioned) | Number of destinations where arrival occurred before the scheduled time. | |
| Destinations Arrived Late (User Actioned) | Number of destinations where arrival occurred after the scheduled time | |
| Operational Status | ||
| First Access Time | The date and time when the route was first opened or accessed by the driver or field team member. | |
| 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. | |
| Progress Metrics | ||
| Arrived Destinations (User Actioned) | The number of destinations marked as “Arrived” by the driver or field team. | |
| Destinations Arrived (Progress %) (User Actioned) | The percentage of total route destinations that have been marked as “Arrived” by the driver or field team. | |
| Actual Route Distance | ||
| 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 (Merged) | Total duration of the route, as recorded by both the mobile app and telematics system, including driving and stop times. | |
| 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) | Total service time spent at each stop, as recorded based on geofence triggers during route execution. | |
| Actual Travel Duration | ||
| Actual Total Duration (Mobile App) | Total travel duration as recorded by the mobile app during route execution. | |
| Actual Total Duration (Telematics) | Total travel duration as recorded by the telematics system during route execution. | |
| Planned Duration | ||
| Planned Route Duration | The total estimated time required to complete the route, including travel, service, and breaks. | |
| Planned Total Travel Duration | The estimated time planned for traveling between all destinations on the route. | |
| Planned Total Wait Duration | The estimated time planned for waiting at destinations or between stops (e.g., for access, traffic, or loading delays). | |
| Planned Total Service Duration | The estimated time planned for performing service at each destination, such as deliveries, pickups, or other tasks. | |
| Planned Total Break Duration | The estimated time allocated for driver breaks during the route. | |
| SLA | ||
| Out of Sequence Destinations (#) | The number of destinations visited out of the planned route order. | |
| Out of Sequence Destinations (%) | The percentage of total destinations that were visited out of the planned route order. | |
| 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/Unites | ||
| 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. | |
| Utilization – Cost | ||
| Cost Planned | The total estimated cost allocated for completing the route, based on planned operational inputs. | |
| Strategic Optimization | ||
| Strategic Optimization Name | The name assigned to a Strategic Optimization, representing a recurring route plan with specific settings. | |
| Scenario Name | The name of a scenario within a Strategic Optimization, defining the set of parameters used to generate the route plan. | |
| Note Custom Field Sum | ||
| Sum Decimals | Revenue earned from completed deliveries. | |
| Sum Whole Numbers | Revenue earned from completed deliveries. | |
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About author: Daniel Archer
