Dashboard Settings – Customize Analytics And Reporting Totals And Graphs

Route4Me’s Dashboard is a powerful and flexible analytics and reporting tool. The Route Dashboard enables you to collect, sync, and visualize actionable last mile intelligence and real-time statistics generated by field employees on a centralized control panel. Compare scheduled destinations to visited addresses, monitor drivers in real-time, check KPI deviations, and more. Moreover, you can customize the Dashboard to get an overview of data specifically relevant to your organization. The data can first be filtered for a preferred date range, grouped by one or multiple team members, and then exported as a CSV file at the touch of a button. Exported Dashboard reports can then be shared with your team, used for auditing your organization’s performance, logging into your CRM or other enterprise software, comparing weekly or monthly KPIs, and more.

Dashboard Overview – Route Data Totals And Planned VS Actual Graphs

To open your Route4Me Dashboard, go to “Analytics” and then “Dashboard” from the Navigation Menu. The Dashboard is divided into two main sections. For your convenience, the “Total” section provides a summarized and customizable overview of the real-time or historical performance of your entire organization or separate team members.

Specifically, the “Total” section of the Dashboard can be customized to display your preferred data. To customize the data displayed in the “Total” section, click the Three-dot Icon and check the boxes next to your preferred items to enable them. The “Total” section displays the top-level route progress for the selected date range and team members.

Additionally, the “Graphs” section enables you to select what data is displayed and provides both a visual and numeric comparison of planned and actual route data.

Further, to enable data items in the “Graphs” section, click the Three-dot Icon and check the boxes next to your preferred items to enable them. Additionally, you can click the “Add Graph” panel to enable data graphs. To disable graphs, hover over the graph panel you want to disable and click the X Icon in the top right corner. To re-arrange the order of graphs, simply click and drag the preferred graph to the preferred position in the list.

Filter Dashboard – Display Route Data By Date Range, Users And More

Next, you can filter the information on your Dashboard. Click the Filter field in the top right to open the filter panel. To filter route data for a specific day or date range, use the “Select Date Range” field. When filtering data in the Dashboard by date range, your Dashboard shows information of all routes that are scheduled for the selected day or the dates within the specified range.

For more insight into your team’s performance, you can filter the Dashboard by user. You can monitor the real-time or historical performance of all drivers in your organization or each individual user. To do so, click the “Filter by Users” field and select one or multiple preferred team members. Additionally, learn more about Route4Me’s Team Hierarchy and User Types.

Furthermore, you can choose how data on the Dashboard is grouped. To do so, click the “Group by Day” field and choose the preferred grouping method. When route data is grouped by day, each date within your specified date range will be displayed individually with its respective data. When route data is grouped by destination, each Destination Type (Delivery, Pickup, Service, Visit, Meetup, Break etc.) will be displayed individually with its respective route data.

Graphs In Detail – Different Route Data Graph Types

In detail, the “Total” section displays the top-level combined data of routes according to your specified filters.

Moreover, the “Graphs” section displays graphs comparing the planned details of routes to their actual performance. Additionally, learn more about Planned vs Actual route data.

Export Data – Download Route Data As Spreadsheet

After filtering and viewing route information on the Dashboard, you can then export your preferred data. To export a customized report from your Route4Me account, go to “Analytics” and then “Dashboard” from the Navigation Menu.  After applying the preferred filters, click the “Export” button and select the preferred export option from the menu.