Operations Dashboard – Real-Time Company Performance & Operations Health Overview

The Operations Dashboard gives you a real-time overview of your organization’s last mile performance and operations health. Track User and Vehicle locations on the Live Map, monitor route and destination completion metrics, and stay on top of route, destination, and operational events with a prioritized Activity Feed – all from a single, configurable interface. In this guide, you’ll learn how to set up the Dashboard, track resources on the Live Map, and monitor operational events in real time.

NOTE: Operations Dashboard Resources currently include Routes, Users, Vehicles, Facilities, and Regions.

Operations Dashboard Overview And Interface Structure

The Dashboard is organized into six core tools that work together to provide full visibility into your last mile operations:

1. Header: Top bar where you can configure dashboard settings.
2. Resource List: Side bar where you can toggle resource visibility for the Live Map.
   Dashboard resources include Routes, Users, Vehicles, Facilities, and Regions.
3. Live Map: Shows the most recently synced locations of resources enabled on the dashboard.
4. Routes: Status tracking panel showing route status distribution across Routes scheduled for the selected Date Range.
5. Destinations: Status tracking panel showing the destination status distribution across Routes scheduled for the selected Date Range.
6. Activity Feed: Activity event overview showing all relevant actions and updates divided by event priority.

Open Your Operations Dashboard

Dashboard Settings – Configure Filters And Display Company Resources

Before diving into each section, you can customize the Dashboard layout to suit your workflow needs:

1. Resizing panels by clicking and dragging their bottom-right corners.
2. Arranging panel positions by clicking and dragging their headers.

Keep reading to learn how to configure the Dashboard and use each section to see the operations data and health metrics most relevant to your needs. If you have any further questions after reading this guide, please contact Route4Me Support.

NOTE: The image above is an example of a customized layout with emphasis on the Activity Feed.

Use Date Filters And Pick Operations Health Metrics

The first step of setting up the Operations Dashboard is using the Header Bar to configure the:

1. Date Range: Select a date range to filter Routes by. The Dashboard will only show Routes scheduled for the selected range and their assigned Users, Vehicles, Facilities, and associated Regions.
2. Health Metrics: Select which metric will be used to measure operations health:
   1. Route Progress: Percentage of completed destinations on Routes.
   2. Sequence Adherence: Percentage of destinations visited in the planned route sequence.
   3. Cont. Sequence Adherence: Percentage of destinations visited consecutively in the planned route sequence.
3. Timezone: Select which timezone will be used on the dashboard to report events, updates, etc.

At any time, you can click the Route4Me Logo in the top-left to go back to the Routes Page. Additionally, you can use the Eye Icon in the top-right to toggle all resources on the map or click the Reset Icon to reset all Dashboard settings to the default values.

Enable Resources On The Map – Toggle Visibility For Routes, Users, Vehicles, Etc.

The Resource List in the Dashboard is divided into five main sections corresponding to the following resources:

1. Routes: Planned and optimized last-mile Routes scheduled for the specified Date Range
2. Users: Team members signed in to their Route4Me accounts during the specified Date Range.
3. Vehicles: Cars, vans, and other Company Vehicles who were active during the specified Date Range.
4. Facilities: Depots, warehouses, and other Company Facilities assigned to Routes scheduled for the specified Date Range.
5. Regions: Operational Regions associated with Routes scheduled for the specified Date Range.

Each section is then divided into four subsections based on the value specified in the “Health by” field. Additionally, when you hover over a resource or entity in the Resource List, you can click the Open Icon to open its associated snapshot.

To see a specific resource on the map, you have to enable it. To do so, first open the relevant section of the Resource List and click the Eye Icon next to the resource. Additionally, to show all resources of that type on the map, you can:

• Click the Eye Icon under the Resource List section.
• Click the Resource Label in the “Live Map” panel of the Dashboard.

You can also use Map Layers to toggle resource visibility. Keep reading to learn about using the Live Map.

Live Map – Operations Dashboard Resource Map Settings And Details

The Live Map shows the last synced location of the resources you selected, as described above. You can hover over any resource to see an overview of its associated details, e.g. hover over a destination to see its visit details, etc.

To enable map layers, simply click the Gear Icon and select your preferred options. Layers available in the Live Map are similar to those you can find in the main Routes Map on your account. See the table below to learn more.

Filter Activity Feed Events

Data in the “Activity Feed” section of the Operations Dashboard is structured in the following three levels:

1. Priority: Groups events by how much attention they might require.
2. Date: Header that groups all event types that occurred on a specific date.
3. Event Type: Header that groups all events of the same type with timestamps.
   You can hover over entities like Routes and Users to see the Open Icon. Click it to go to the corresponding snapshot.

To more easily find the Activity Feed Events relevant to your needs, you can use the Filters Menu by clicking the button in the top-right. This enables you to filter the Activity Feed by event type, associated user, and Routes on which events occurred.

Activity Feed Event Priority

The “Activity Feed” section of the Operations Dashboard shows activity updates divided into three priority tiers:

• High: Events that may require attention due to disrupting planned Routes.
• Medium: Changes made to Routes, destinations, and other non-disruptive manual actions.
• Low: Standard events triggered during normal operations, such as visiting destinations and completing Routes.

See the table below for a full list of Activity Feed events by priority. Learn more about the Route4Me Activity Feed.