Keep Track of KPIs with the Analytics Dashboard

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 enhance 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.

Get at-a-glance insights in the analytics dashboard 

Before You Begin

• Determine what KPIs you want to measure, how you want to see them, and with whom you want to share.

Procedure

Step 1: To access the analytics dashboard, go to Analytics > BI Dashboard in the sidebar.

Access the Analytics Dashboard 

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.

Filter and compare data 

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.

Compare with a previous time frame

 

Tip

To declutter your screen, you can hide the filters by reselecting Filters.

Hide the Filters bar

 

 

Step 3: (Optional) Customize your dashboard layout.

1. Select Edit to be able to rename the dashboard, add more widgets from the catalog, or adjust the widget placement and sizes.
   
   Edit the size and placement of your widgets

    

To...	Do this...
Rename a dashboard	Select the edit icon  that appears when you hover over the name of a dashboard. Edit the dashboard name
Add more widgets from the catalog	Select  + Add Widget to open the widget catalog. Add a widget from the catalog menu  Find relevant widgets by selecting a topic from the list or entering a keyword in the search bar. Search for a widget   Learn how specific widgets are calculated or used by selecting read more on any widget.  Read more about a widget in the catalog    Tip Once a widget appears in your dashboard, you can select the context menu > About this widget to learn how the widget's data is calculated and what you can do with it.
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. Adjust the size of a widget on the dashboard
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.

2. 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.

View your data more clearly

 

Step 5: (Optional) Save the data as it is represented in the widget, select the context menu, then Download PNG or Download CSV.

Select the menu for export options

 

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.
  
  Copy your dashboard

   

• Use a template dashboard containing default widgets, or start a new one by choosing Apply where applicable.
  
  Create a new dashboard

   

Tip

Reorganize the dashboard tabs as you wish by selecting the gripdots of a dashboard tab, and dragging it to the location you prefer.

Reorder dashboards to suit your viewing needs

 

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.

Share your dashboards with other users

 

Step 8: (Optional) Remove dashboards you no longer need by selecting the context menu > Remove.