Partner Dashboard 2.0

The new Partner Dashboard enables dispatchers to focus on partners' performance, and track their operational progress. This dashboard captures information that solely focuses on transferred items only.

 

Overview

  • At present, only an item may be transferred to a downstream partner

    • You cannot transfer a specific leg of an item to different partners

Items

  • 1 item may comprise several tasks.

  • All tasks that are linked together, make up a Leg of an item.

    • e.g. 1. An item may have 2 tasks linked (Pick Up, Drop Off); i.e. 1 Leg

    • e.g. 2. An item may have 4 tasks linked (Pick Up, Drop Off, Pick Up, Drop Off); i.e. 1 Leg

    • e.g. 3. An item may have 4 tasks: 2 tasks linked together, and another 2 tasks linked together (Pick Up, Drop Off) | (Pick Up, Drop Off); i.e. 2 Legs

    • e.g. 4. An item may have 2 tasks unliked (Pick Up) | (Drop Off); i.e. 2 Legs

States

  • A state is given to an item based on a combination of task outcomes.

    • An item can only belong to 1 state at any point of time.

      • i.e. It is either unassigned OR assigned OR completed OR cancelled; or

      • i.e. It is either transferred-pending OR transferred-unassigned OR transferred-assigned, OR transferred-completed

  • Transferred-Pending, Transferred-Unassigned, Transferred-Assigned counts should move to a 0 count as the Transferred-Completed count increases.

Legs

  • If an item is multi-legged, then for each leg, we assign a state for that item based on the combination of its task outcomes.

    • We refer to this as the leg state of an item.

    • This is the state the item is given when a leg-filter IS applied.

  • If an item is single OR multi-legged, then we assign a state for that item based on the combination of its leg states.

    • We refer to this as the item state of an item.

    • This is the state the item is given when a leg-filter IS NOT applied.

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. Downstream Partner
  4. Sender
  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.

Downstream Partner

The Downstream Partner filter enables a dispatcher to select 1 or more downstream partner to focus on.

The options in this filter will only reflect the dispatcher's direct downstream partner names.

The dispatcher will not be able to see his downstream partners' partner names.


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.

NOTE: This filter does not fetch Downstream Partners' sender names.


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. 

NOTE: This filter does not fetch 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.

NOTE: This filter does not fetch 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 

Please note we cannot transfer a single leg to a partner. We can only transfer the entire item to a partner. Please consider this when reviewing the below.

Partner Utilisation

  • Item State
    Tells you how many partners are actively working on all items.
    The target measure does not vary.
    i.e. The number at the end of the scale should always remain the same (the total number of partners you see in dispatcher > partner management)
  • Leg State
    Tells you how many partners are actively working on items with a particular number of legs.
    The target measure does not vary.
    i.e. The number at the end of the scale should always remain the same (the total number of partners you see in dispatcher > partner management).

Pending

  • Item State
    Tells you how many items overall have been:
    • Transferred to a partner(s) in the selected date range; and
    • Not yet accepted by that partner(s).
  • Leg State
    Tells you how many items with a particular number of legs have been:
    • Transferred to a partner(s) in the selected date range; and
    • Not yet accepted by that partner(s).

Accepted

  • Item State
    Tells you how many items overall have been:
    • Transferred to a partner(s) in the selected date range; and
    • Accepted by that partner(s) in the selected date range.
  • Leg State
    Tells you how many items with a particular number of legs have been:
    • Transferred to a partner(s) in the selected date range; and
    • Accepted by that partner(s) in the selected date range.

Withdrawn

  • Item State
    Tells you how many items overall have been:
    • Transferred to a partner(s) in the selected date range; but
    • Withdrawn by you before your partner(s) have accepted in the selected date range.
  • Leg State
    Tells you how many items with a particular number of legs have been:
    • Transferred to a partner(s) in the selected date range; but
    • Withdrawn by you before your partner(s) have accepted in the selected date range.

Rejected

  • Item State
    Tells you how many items overall have been;
    • Transferred to a partner(s) in the selected date range; but
    • Rejected by your partner(s) in the selected date range.
  • Leg State
    Tells you how many items with a particular number of legs have been:
    • Transferred to a partner(s) in the selected date range; but
    • Rejected by your partner(s) in the selected date range.

Average Acceptance Rate

  • Item State
    Average Acceptance Rate = (Accepted) / (Accepted + Pending) for the selected date range for all items transferred to partner(s).
  • Leg State
    Average Acceptance Rate = (Accepted) / (Accepted + Pending) for the selected date range for items with a particular number of legs that have been transferred to partner(s).

Average Acceptance Time

  • Item State
    Average Acceptance Time = Average difference of all Transfer Requested Times and All Transfer Accepted Times for the selected date range for all items transferred and accepted by partner(s).
  • Leg State
    Average Acceptance Time = Average difference of all Transfer Requested Times and All Transfer Accepted Times for the selected date range for items with a particular number of legs that have been transferred and accepted by partner(s)

Average Waiting Time

  • Item State
    The Avg Waiting Time is the average difference between the Arrival timestamp and the Start timestamp for all tasks associated with all transferred items.

    This tells dispatchers, on average, how long a downstream partner’s drivers are required to “queue” at a location before being able to start loading/unloading his vehicle.
  • Leg State
    The Avg Waiting Time is the average difference between the Arrival timestamp and the Start timestamp for all tasks associated with items in a particular leg.

    This tells dispatchers, on average, how long a downstream partner’s drivers are required to “queue” at a location before being able to start loading/unloading his vehicle.

Average Service Time

  • Item State
    The Avg Service Time is the average difference between the Start Task timestamp and the Completion timestamp for all tasks associated with all transferred items.

    This tells dispatchers, on average, how long it takes for a downstream partner’s drivers to load/unload their vehicles.
  • Leg State
    The Avg Service Time is the average difference between the Start Task timestamp and the Completion timestamp for all tasks associated with items in a particular leg.

    This tells dispatchers, on average, how long it takes for a downstream partner’s drivers to load/unload their vehicles.

Average On Site Time

  • Item State
    The Avg On-Site Time is the average difference between the Arrival timestamp and the Departure timestamp for all tasks associated with all transferred items.

    This tells dispatchers, on average, how long a downstream partner’s drivers are spending at the different locations.
  • Leg State
    The Avg On-Site Time is the average difference between the Arrival timestamp and the Departure timestamp for all tasks associated with items in a particular leg.

    This tells dispatchers, on average, how long a downstream partner’s drivers are spending at the different locations.

Operational Timings

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

Operational Timing Logic

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

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

    Partner Progress

    • Item State
      The partner progress widget informs the dispatcher how a particular partner / all partners are doing in terms of operational progress.
      It highlights the number of Transferred-Unassigned vs Transferred-Assigned vs Transferred-Completed items a partner is dealing with presently.
      Without the leg filter, it capture all items the partner(s) is handling.
      • Leg State
        The partner progress widget informs the dispatcher how a particular partner / all partners are doing in terms of operational progress.
        It highlights the number of Transferred-Unassigned vs Transferred-Assigned vs Transferred-Completed items a partner is dealing with presently.
        Without the leg filter, it captures only items in a particular leg that the partner(s) is handling.

    Partner Performance

    • Item State
      The partner performance widget (table) enables a dispatcher to compare and evaluate key, high-level metrics for all items across all partners/ selected partners.
    • Leg State
      The partner performance widget (table) enables a dispatcher to compare and evaluate key, high-level metrics for items in a particular leg across all partners/ selected partners.

    Partner Performance Logic

    The following 3 key metrics are found in the Partner Performance Report:

    Transferred 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 particular leg, when:
        • Any task in that leg is unassigned.

      Transferred 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 particular leg, when:
          • All tasks in that leg are assigned.

          Transferred 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 particular leg, when:
              • All tasks in that leg are completed

              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.