Keep Track of KPIs with the Analytics Dashboard

Ops Manager Guide

publicationDate
2023-03-19
Role
Ops Manager

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 the drivers of another team. Share each dashboard with that team's dispatchers so that they can adjust driver assignments and routing as needed.

Get at-a-glance insights in the analytics dashboard
Figure 1. 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

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

    Access the Analytics Dashboard
    Figure 2. 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.

  2. Filter the dashboard to view a specific set of data. You can filter by teams, drivers, carriers, or time frames.

    Filter and compare data
    Figure 3. Filter and compare data

    Notice

    In order to use the drivers filter, you first need to filter for teams.

    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
    Figure 4. Compare with a previous time frame

    Tip

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

    Hide the filters bar
    Figure 5. Hide the filters bar

  3. (Optional) Add more widgets from the catalog that capture the KPIs you need to track.

    Add widgets from the catalog
    Figure 6. Add widgets from the catalog

    To...

    Do this...

    Find relevant widgets

    Select a topic from the list or enter a keyword in the search bar.

    Search for a widget
    Figure 7. Search for a widget

    View more information about a widget in the catalog

    Select read more to learn how the widget's data is calculated and what you can do with it.

    Read more about a widget in the catalog
    Figure 8. Read more about a widget in the catalog

    Tip

    Once a widget appears in your dashboard, you can select the context menu icon_horizontal_kebab.png > About this widget to learn how the widget's data is calculated and what you can do with it.

  4. (Optional) Customize your dashboard layout.

    1. Select Edit to be able to adjust the dashboard name or widget placement and sizes.

      Edit the size and placement of your widgets
      Figure 9. Edit the size and placement of your widgets

      To...

      Do this...

      Rename a dashboard

      Select the edit icon icon_edit.png that appears when you hover over the name of a dashboard.

      Edit the dashboard name
      Figure 10. Edit the dashboard name

      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
      Figure 11. 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 icon_horizontal_kebab.png, then Delete.

      Tip

      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.

    2. After you have resized or repositioned a widget, select Save changes or Cancel to return to the regular dashboard screen.

  5. (Optional) Navigate within a widget to see more data.

    • Select zoom inicon_zoomin_grey.png or out icon_zoomout.png for a more granular or broad view of your data.

    • Select pan icon_plan.png to scroll left or right through zoomed data.

    • Select plus icon_plus.png to zoom in on a particular area of your data.

    • Select home icon_home.png to reset the widget to its original visibility.

    View your data more clearly
    Figure 12. View your data more clearly

  6. (Optional) Save the data as it is represented in the widget, select the context menu icon_horizontal_kebab.png, then Download PNG or Download CSV.

    Select the menu for export options
    Figure 13. Select the menu for export options

  7. (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 icon_horizontal_kebab.png > Duplicate.

      Copy your dashboard
      Figure 14. Copy your dashboard

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

      Create a new dashboard
      Figure 15. Create a new dashboard

    Tip

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

    Reorder dashboards to suit your viewing needs
    Figure 16. Reorder dashboards to suit your viewing needs

  8. (Optional) Share your dashboards with colleagues by selecting the context menu icon_horizontal_kebab.png > 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
    Figure 17. Share your dashboards with other users

  9. (Optional) Remove dashboards you no longer need by selecting the context menu icon_horizontal_kebab.png > Remove.