Operations Dashboard 2.0

The new Operations Dashboard provides a holistic view of all items throughout your business. Offering insights into the health of your operations as a whole, allowing you to make proactive decisions seamlessly, all within a single dashboard view.

 

Filters Definitions

There are 6 different filters on this dashboard. Please see below for a detailed description of each filter type.

  1. Date Range
  2. Leg
  3. Sender
  4. Upstream Partner
  5. Service Type
  6. Item Type

Date Range

The Date Range filter is based on execution date/time. The execution date range helps Dispatchers reduce clutter from all items created in the system and instead focus only on actionable items only.

What is  the execution date?

An execution date range reflects items for which:

  • An action is required; or

  • An action has been performed

NOTE:
An action represents an Assignment OR Completion OR Cancellation

As such, items that fall under the following use-cases are accounted for in this date range:

  1. Commit To or From time is between the date range specified

  2. Commit To or From time is in the past of the date range specified, and items have not been completed yet (This ensures dispatchers do not overlook items in the past which may have not been completed due to failure or change of dates etc and, and as such still require attention).

  3. Completion time is between the date range specified

  4. Cancellation time is between the date range specified

TIP 👏

If a dispatcher wants to do forward planning, he may do so by custom selecting dates for the future. All items with a commit date for the future would then show up in the Unassigned KPI (if they are not yet planned already).

Leg

The Leg filter gives dispatchers the option to filter on a particular leg he is concerned with, or no legs at all.

If an item in inserted into the product with the multi-leg feature i.e.
Leg 1: Pick up @ A, Drop off @ B
Leg 2: Pick up @ B, Drop off @ C, Pick up @ C, Drop off @ D
Leg 3: Pick up @ D, Drop off @ E

then;

Filtering on Leg 1:
Would only show the state of the item concerned from Point A to Point B

Filtering on Leg 2:
Would only show the state of the item concerned from Point B to Point D

Filtering on Leg 3:
Would only show the state of the item concerned from Point D to Point E

Not Filtering on any Leg:

Would show the state of an item, considering all legs i.e. Point A to Point E

Take Note:

  1. If a Leg is filtered → You get a Leg-State of that item.

  2. If no Leg is filtered → You get an Item-State of that item.

Question?

If each leg has a different state, e.g. Leg 1: Completed, Leg 2: Assigned, Leg 3: Unassigned, then what is the item-state when no leg filter is applied?

Answer:

  • Item State = Unassigned, when at least 1 or more legs is still unassigned.
  • Item State = Assigned, only when all legs are assigned.
  • Item State = Completed, only when all legs are completed.

Sender

The Sender filter enables a dispatcher to view all items that belong to a particular sender account only.

The Sender Account must be registered in the dispatcher’s company slug. The dispatcher will not be able to see his Upstream or Downstream Partners' senders.

Upstream Partner

The Upstream Partner filter enables a dispatcher to view for all items that have been transferred from one(many) specific partner(s).

Service Type

The Service Type filter enables a dispatcher to view all items that are tagged to a particular service type only.

This service type refers to all service types that have only been added in the Dispatcher’s company slug. He will not be able to see his Upstream or Downstream Partners' service types.

Item Type

The Item Type filter enables a dispatcher to view all items that are tagged to a particular item type only.

This item type refers to all items types that have only been added in the Dispatcher’s company slug. The Dispatcher will not be able to see their Upstream or Downstream Partners' item types.


Widgets Explained

Below you will find a detailed explanation for the widgets displayed when the leg filter is used and without. 

  • Item State / Status - when the leg filter is not used 
  • Leg State / Status  - when the leg filter is used 

Workload Distribution

  • Item State
    Tells you what percentage of your items are handled by your partners and your fleet.
  • Leg State
    Tells you what percentage of your items, for a particular leg, are handled by your partners and your fleet.

Unassigned

  • Item State

    An item will be classified as Unassigned when any leg of that item is unassigned.

  • Leg State
    An item will be classified as Unassigned in a leg, when any task in that leg is unassigned.

Assigned

  • Item State
    An item will be classified as Assigned when all legs of that item are assigned.
  • Leg State
    An item will be classified as Assigned in a leg, when all tasks in that leg are assigned.

Completed

  • Item State
    An item will be classified as Completed, when all legs in that leg are completed.
  • Leg State

    An item will be classified as Completed in a leg, when all tasks in that leg are completed.

Cancelled

  • Item State
    Any item Cancelled within the date range selected (across any leg).
  • Leg State
    Any item Cancelled within the date range selected (in that particular leg)

Total Actionable

Unassigned + Transferred Unassigned + Assigned + Transferred Assigned + Completed + Transferred Completed + Transferred Pending


Widgets Explained for Transferred* Movements

*For use with Partners only. 

Transferred Pending 

  • Item State
    Transferred-Pending accounts for all items transferred to partners that have yet to be accepted.
  • Leg State

    Transferred-Pending accounts for all items:

    1. Transferred to partners that have yet to be accepted; AND

    2. Have the same number of legs as the applied leg filter

Example on Transferred Pending:

  1. You have 10 items to transfer

  2. 5 items have 1 leg, 5 items have 2 legs

  3. At present, in Yojee, we can only transfer an entire item, we cannot transfer legs of an item

  4. In this case:

    1. When a leg filter is applied (i.e. leg filter = 1), then, Transferred-Pending count will = 10

    2. When a leg filter is applied (i.e. leg filter = 2), then Transferred-Pending count will = 5

    3. When no leg filter is applied (i.e. leg filter is null), then Transferred-Pending count = 10

 Transferred Unassigned

  • Item State
    An item will be classified as Transferred-Unassigned when:
    • It has been transferred & accepted by a partner; and
    • Any leg of that item is unassigned.
    • Leg State

      An item will be classified as Transferred-Unassigned in a leg, when:

      1. It has been transferred & accepted by a partner; and

      2. Any task in that leg is unassigned

    Transferred Assigned

    • Item State

      An item will be classified as Transferred-Assigned when:

      1. It has been transferred & accepted by a partner; and

      2. All legs of that item are assigned.

    • Leg State

      An item will be classified as Transferred-Assigned when:

      1. It has been transferred & accepted by a partner; and


      2. All tasks of that item are assigned.

    Transferred Completed

    • Item State

      An item will be classified as Transferred-Completed when:

      1. It has been transferred & accepted by a partner; and

      2. All legs of that item are completed.

    • Leg State

      An item will be classified as Transferred-Completed when:

      1. It has been transferred & accepted by a partner; and

      2. All tasks of that item are completed.



    Progress Funnel

    • Item State
      WITHOUT the Leg filter, the dispatcher can tell how their operations is going overall (i.e. considering all items that are being handled by both their fleet or their partner’s fleet):
      • What is the total number of actionable items due
      • Of that number, how many have been assigned
      • And of those assigned, how many have been completed
    • Leg State
      WITH the Leg filter applied, the dispatcher can tell how his operations is going for that particular leg (i.e. considering all items in that leg that are being handled by both his fleet or his partner’s fleet):
      • What is the total number of actionable items due
      • Of that number, how many have been assigned
      • And of those assigned, how many have been completed

    What does each section mean? 

    • Total Actionable
      Unassigned + Transferred Unassigned + Assigned + Transferred Assigned + Completed + Transferred Completed + Transferred Pending
    • Total Assigned
      Assigned + Transferred Assigned + Completed + Transferred Completed
    • Total Completed
      Completed + Transferred Completed

     


    Completion Performance

    • Item State
      The Completion Performance pie chart indicates the On Time vs Late performance for all Completed AND Transferred-Completed items
      (i.e. tells you performance for all items that were handled by you and your partners)
    • Leg State
      The Completion Performance pie chart indicates the On Time vs Late performance for all Completed AND Transferred-Completed items
      (i.e. tells you performance for items in a particular leg that were handled by you and your partners)

    Completion Performance Logic

    1. On Time: Completion time <= Commit to time

    2. Late: Completion time > Commit to time


    Risk Profiles

    • Item State
      The Risk Profile pie chart informs dispatchers the risk awarded to all items (i.e. items handled by you or your partners) in the following states:
      • Unassigned
      • Assigned
      • Transferred Unassigned
      • Transferred Assigned
    • Leg State
      The Risk Profile pie chart informs dispatchers the risk awarded to items in a particular leg (i.e. items handled by you or your partners); and in the following states:
      • Unassigned
      • Assigned
      • Transferred Unassigned
      • Transferred Assigned

    TIP👏
    To learn more about the logic behind the risk profiles click here for more information!


    Exceptions

    • Item State
      The Exceptions pie chart shows failure reasons for all items that have been reported by either you or your partners.
    • Leg State
      The Exceptions pie chart shows all reasons for items in a particular leg that have been reported by either you or your partners.

    Logic for Exceptions

    • There is no “Failed” KPI, since all reported items are recycled into the Unassigned (or transferred-unassigned) state.
    • Dispatchers can instead see the reasons why certain items were failed and can proactively take action to avoid similar situations by drilling through.

    Operational Timings

    • Item State
      The 3 operational timings indicate how you and your partners' fleets are doing for all items overall.
    • Leg State
      The 3 operational timings indicate how you and your partners' fleets are doing for all items in a particular leg.

    Operational Timings Logic

    • Average On Site Time = Avg (Difference between all tasks' Arrival Time & Departure Time)
    • Average Waiting Time = Avg (Difference between all tasks' Arrival Time & Start Time)
    • Average Service Time = Avg (Difference between all tasks' Start Time & Completion Time)

     

    TIP 👏

    • You can export data directly from the dashboards at any time. Find the 3 dots on any dashboard widget and click on Download data
    • To drill down click on any of the data displayed then click into the report link for more information.