Dashboard – Using Route4Me’s Analytics and Reporting Dashboard to Monitor Team Progress and Audit Infrastructure Performance
Route4Me’s Dashboard is a powerful and flexible reporting and analytics tool designed to help you collect and visualize various types of actionable last mile intelligence and real-time statistics generated by your teams, fleets, vendors, routes, orders, customers, and other assets in a single centrally-synched control panel. You can use your Dashboard for tracking the real-time progress of your drivers and field employees, monitoring the performance of your organization, comparing weekly or monthly KPIs, and much more. To ensure frictionless collaboration between your office and field team members, your Dashboard permits you to synchronize the real-time data generated using Route4Me’s iOS and Android mobile apps with the Route4Me Web Platform and vice versa. Furthermore, Route4Me’s Dashboard also provides multiple tools for filtering, sorting, and grouping your operating intelligence in the way that will accommodate your unique last mile routing and smart logistics requirements.
To open and use your Route4Me Account Dashboard, first, go to “Dashboard” from the navigation menu.
Route4Me’s Analytics and Reporting Dashboard is divided into three main sections:
- Filters that are used for filtering, sorting, and grouping all data displayed in the Dashboard;
- Totals section that displays top-level progress figures;
- Graphs section that shows detailed comparison and statistical information about the performance of your Teams, Fleets, and entire Infrastructure.
All data displayed in your Dashboard can be fileted for any available date or date range. To filter the data in your Dashboard by date, first, click on the calendar and then select either one of the available time ranges or use any preferred custom date range accordingly. To view the real-time performance of your organization for the current date, you can select the current day in the calendar, and the data displayed in the Dashboard will be automatically updated. NOTE: When filtering data in the Dashboard by day, your Dashboard shows information of the routes that are scheduled for the selected date or for the days within the selected date range.
For more productivity and convenience, you can filter all data displayed in your Dashboard by any member of your team. To do so, select one or multiple team members from the corresponding drop-down list in the top left corner of the filters section. To learn more about creating team member accounts and Route4Me’s Team Hierarchy, visit this page.
When you select a user that has one or multiple sub-users, your Dashboard can automatically display all data generated by the selected user and their sub-users. To do so, after selecting a user with one or multiple sub-users, check the “Include All Sub-Users in the Report” box.
The Totals section of your Dashboard displays top-level progress figures of the selected team members for the selected day or date range. To customize the Totals section, first, click on the three dots menu icon and then select what items you want to be displayed in your Totals section by checking the corresponding boxes.
The Graphs section of your Dashboard displays detailed comparison and statistical information about the performance of the selected Team Members for the selected day or date range. To adjust the Graphs section, first, click on the three dots menu icon and then select what charts you want to be displayed in your Graphs section by checking the corresponding boxes.
Route4Me provides multiple optimization types, allowing you to optimize routes that can account for different stop types. Depending on your routing and business requirements, you can have pick-ups, deliveries, service, meet-up, and other stop types on your routes. Thus, Route4Me allows you to group the data in your Dashboard by a particular date or date range, as well as by the stop types present in your optimized routes. To group the data displayed in your Dashboard by day, select the corresponding grouping option.
To group the data displayed in your Dashboard by stop type, select the corresponding grouping option.
When grouping data by stop type, your Dashboard groups the displayed data by each stop type that is present in the routes scheduled for the selected day or date range. Thus, you can easily learn how many pick-up, delivery, and other stops a particular driver has for the given date, how many of them are already visited, how many are scheduled, and so on.
To export reports from your Dashboard as a CSV file, first, apply the preferred data filters to make sure you are exporting the right data. Next, click on the “Export as CSV” button in the top right corner of the Dashboard and then select the preferred export option from the menu. To learn more about exporting reports from your Route4Me Dashboard, visit this page.