- 03 Jul 2023
- 5 Minutes to read
Keep Track of KPIs with the Analytics Dashboard
- Updated on 03 Jul 2023
- 5 Minutes to read
Bringg's analytics dashboard offers live monitoring of your KPIs with rich graphical widgets. You can use your data to improve efficiency, save money, and share in reports to executives. For example, you can compare the on-time deliveries between different carriers or time periods to see which business strategies are most cost-effective.
You can also customize the analytics dashboard so that the information you access most frequently is front and center. Create and manage multiple dashboards in separate tabs, adding exactly which widgets you want from the catalog to each. Duplicate dashboards and adjust for different purposes. Resize or reposition widgets, and remove the ones you no longer need. Then share dashboards with the colleagues who most need to see it.
For example, create one dashboard with widgets that monitor driver efficiency for a particular team. Then duplicate and adjust the widgets to monitor thedrivers of another team. Share each dashboard with its team's dispatchers so that they can adjust driver assignments and routing as needed.
Before You Begin
- Determine what KPIs you want to measure, how you want to see them, and with whom you want to share.
Step 1: To access the analytics dashboard, go to Analytics > BI Dashboard in the sidebar.
New dashboards currently feature a number of default widgets so you can quickly view your data and how they compare to your KPIs. For example, if you work with multiple carriers, you can use the carrier hub dashboard template that comes with a pre-configured set of widgets to help you monitor efficiency throughout your entire delivery network.
Step 2: Filter the dashboard to view a specific set of data.
For example, you can filter by teams, drivers, carriers, tags, or time frames.
Once you adjust the filters you want, select Filter.
Compare data over a certain time frame to another time frame of equal duration by activating the Compared to toggle and selecting a parallel time frame.
For example, compare data from the current holiday season to the same dates in the previous year to see how your strategy for fulfilling orders during the holiday season has improved.
Step 3: (Optional) Customize your dashboard layout.
- Select Edit to be able to rename the dashboard, add more widgets from the catalog, or adjust the widget placement and sizes.
Rename a dashboard
Select the edit icon that appears when you hover over the name of a dashboard.
|Add more widgets from the catalog||Select + Add Widgetto open the widget catalog.|
|Edit a widget to customize the data and visualization for your use case.||Select the context menu , then Edit. Learn more.|
Resize a widget
Select and hold the lower right corner of the widget, then drag up or down until you are satisfied with the widget's size.
Reposition a widget
Select any part of the widget (except for the resizing arrow) and drag to your preferred location.
Remove a widget
Select the context menu , then Delete.
When you resize or reposition widgets, the surrounding widgets move to make room for them. You can continue rearranging until you are happy with the size and location of each widget.
- After you have resized or repositioned a widget, select Save changes or Cancel to return to the regular dashboard screen.
Step 4: (Optional) Navigate within a widget to see more data.
- Select zoom in or out for a more granular or broad view of your data.
- Select pan to scroll left or right through zoomed data.
- Select plus to zoom in on a particular area of your data.
- Select home to reset the widget to its original visibility.
Step 5: (Optional) Save the data as it is represented in the widget, select the context menu, then Download PNG or Download CSV.
Step 6: (Optional) Create additional dashboards to track different widgets. You can copy an existing dashboard or create a new one.
For example, create one dashboard with widgets that monitor operational efficiency for a particular store location. Then duplicate and adjust the widgets to monitor similar metrics for another location. Create a new dashboard from a template that compares costs and other KPIS between your different carriers.
New dashboards appear in separate tabs on your dashboards screen.
- Duplicate an existing dashboard by selecting the context menu > Duplicate.
- Use a template dashboard containing default widgets, or start a new one by choosing Apply where applicable.
Step 7: (Optional) Share your dashboards with colleagues by selecting the context menu > Share.
You can define what level of editing or viewing permission you want to give them.
For example, share dashboards with dispatchers that contain widgets tracking their drivers' on time rates, average fulfillment times, and so on. Give them viewing permission, and allow them to make changes only to duplicates they create themselves.
Step 8: (Optional) Remove dashboards you no longer need by selecting the context menu > Remove.