The 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
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At present, only an item may be transferred to a downstream partner
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You cannot transfer a specific leg of an item to different partners
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Items
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1 item may comprise several tasks.
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All tasks that are linked together, make up a Leg of an item.
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e.g. 1. An item may have 2 tasks linked (Pick Up, Drop Off); i.e. 1 Leg
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e.g. 2. An item may have 4 tasks linked (Pick Up, Drop Off, Pick Up, Drop Off); i.e. 1 Leg
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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
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e.g. 4. An item may have 2 tasks unliked (Pick Up) | (Drop Off); i.e. 2 Legs
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States
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A state is given to an item based on a combination of task outcomes.
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An item can only belong to 1 state at any point of time.
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i.e. It is either unassigned OR assigned OR completed OR cancelled; or
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i.e. It is either transferred-pending OR transferred-unassigned OR transferred-assigned, OR transferred-completed
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- Transferred-Pending, Transferred-Unassigned, Transferred-Assigned counts should move to a 0 count as the Transferred-Completed count increases.
Legs
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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.
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We refer to this as the leg state of an item.
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This is the state the item is given when a leg-filter IS applied.
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If an item is single OR multi-legged, then we assign a state for that item based on the combination of its leg states.
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We refer to this as the item state of an item.
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This is the state the item is given when a leg-filter IS NOT applied.
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Filters Definitions
There are 7 different filters on this dashboard. Please see below for a detailed description of each filter type.
- Date Type
- Date Range
- Leg
- Downstream Partner
- Sender Name
- Service Type
- Item Type
Date Type
There are 3 date type options in this filter.
- Creation Date
Filtering on the creation date displays order-items only created within the specified date range.
- Commit To Date
Filtering on the commit to date displays order-items where tasks have a commit to date within the specified date range.
- Assigned Date
Filtering on the assigned date displays order-items where tasks have been assigned within the specified date range, irrespective of what the order-item states/statuses are.
Date Range
The Date Range filter allows you to select a single date or a customised date range.
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:
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If a Leg is filtered → You get a Leg-State of that item.
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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 Name
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:
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- 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:
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- 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:
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- 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:
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- 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:
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- 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
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On Time: Completion time <= Commit to time
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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
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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.
- Leg State
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
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- 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.
Delivery In Full On Time (DIFOT)
- DIFOT score (%)
Calculated by dividing the number of orders that are delivered in full and on time by the total number of orders placed. This gives a percentage score that represents the company's delivery performance. The formula for calculating DIFOT is:
DIFOT = (Number of Orders Delivered in Full and On Time / Total Number of Orders Placed) x 100% - Completed In Full
Number of deliveries that were completed in the time period - Completed On Time
Number of deliveries that were delivered within the outlined window of time during the time period
For example, if you receive 100 orders and deliver 90 of them in full and on time, then the DIFOT would be:
DIFOT = (90/100) x 100% = 90%
A DIFOT score of 100% means that all orders were delivered in full and on time, while a score lower than 100% indicates that some orders were either delivered partially or delivered late. A high DIFOT score is desirable as it indicates that the company is meeting customer expectations and fulfilling its commitments to them.