Using the Dashboard for smart insights

Turvo's homepage consists of a configurable dashboard view that provides valuable insights at a glance. You can select from three standard dashboard views: Broker, Shipper, or Carrier. Each dashboard contains cards that provide relevant and actionable information.

Setting your default dashboard

Admin users and above can select a standard dashboard from the Admin console. If you are not an Admin, you can reach out to your Turvo representative to have your dashboard changed for you.

To change dashboards, login to your Turvo tenant, navigate to the Profile icon and select Admin console from the drop-down menu.

Note: Even though this setting is located in the Admin console, it will not change the dashboard setting for your entire tenant. It only affects your dashboard.

Click the Settings card.

Click on Dashboard to expand the options.

Broker view contains the following dashboard cards:

Carrier view contains the following dashboard cards:

Legacy view leaves your dashboard in its current state. Select Legacy view if you already have a custom dashboard set up that you want to view. 

Shipper view is different from the other views in that it contains its own specific dashboard cards. Instead, shipper view contains five sections that contain the most pertinent information for shippers: Orders, Exceptions, Shipment, Favorites, and Tasks.\

Dashboard Cards

Over 25 different dashboard cards are available to add to your dashboard, customizing your insights based on your operational needs. This document contains a detailed description of all available dashboard cards and the insights you'll get from each.

Dashboard card insights can be used to make smart decisions and work more efficiently. Many of the dashboard cards are clickable, enabling deep-dive into the data shown on the card. The values and information in each card is calculated every time the dashboard loads and refreshes.* Below, find an explanation of how to interpret the information in the card shown in this help article:

*Note: The frequency of card information updating is a default configuration and cannot be customized or edited.

Filtering the dashboard

Certain dashboard cards are also affected by using filters and groups. In this document, an indicator at the bottom of the card description will indicate whether that particular card is affected by filters and groups.

At the top right of the page, you'll find the filtering button which will allow you to refine the insights provided on your dashboard. Use filters if you'd like to see statistics only for specific customers, carriers, locations, dates, tags, and more. You can also use the Groups field to narrow results to specific groups.

Scroll down to find detailed explanations of each dashboard card that is currently available. If you find a card you are interested in listed below, but do not have it enabled on your dashboard, please reach out to our support team!

Jump to:

• Shipment insights
• Ordering insights
• Sales and revenue insights
• Customer insights
• Carrier insights
• Miscellaneous widgets

Shipment insights

Plan Summary

The Plan Summary cardshipments that are in the Plan phase and in need of specific, pertinent updates. Each statistic across the bottom of the card is clickable for a deep-dive into shipments which meet that criterion. Needs cover and Needs dispatch are the top most frequently used insights for our broker customers.

The following data is provided in the Plan Summary card:

• Total Plan Shipments: The inner circle displays the total number of shipments which are in the Plan phase.
• Needs cover: The total number of shipments which are in the Plan phase and a carrier is not assigned.
• Needs appointment: The total number  of shipments which are in the Plan or Ship phase and are missing a pickup or delivery date or time.
• Needs dispatch: The total number of shipments which are in the Plan phase, where a carrier is assigned and the pickup date/time is the current date or earlier.

The data displayed in the Plan Summary card is affected by filters and groups.

Ship Summary

The Ship Summary card contains a summary of useful shipment statistics, as shown below. Each statistic across the bottom row is clickable for a deep-dive into those shipments.

Note: Running late is calculated based on whether the ETA to the next location is past the set arrival time within the shipment. For more information on running late, as well as how to set specific thresholds for customers, please see our How to manage #ApproachingLate and #RunningLate thresholds article.

The following data is provided in the Ship Summary card:

• Total Ship Shipments: The inner circle displays the total number of shipments which are in the Ship phase.
• Needs pickup: The total number of shipments where the status is Dispatch.
• Running late: The total number of shipments where the phase is Plan or Ship and the shipment’s ETA to next stop is X minutes beyond the scheduled time (this varies based on the Appointment type set for pickup/delivery locations).
• Needs update: The total number of shipments where the phase is Ship and the last status or location update was greater than 24 hours ago.

The data displayed in the Ship Summary card is affected by filters and groups.

Shipment volume

The graph displayed on this card shows the next five days of the week. Each day in the graph is clickable, allowing you to see volume statistics for each single day.

The Shipment volume card’s data includes shipments with the following covered statuses: 

Completed or canceled shipments and shipments with uncovered statuses are not included in the card’s data.

The following data is provided in the Shipment volume card:

• Daily shipment graph: The graph displays the shipment count by day for the next 5 days.
• New revenue: The net revenue of the shipments for the selected day on the graph above.
• Shipment count: The total number of the shipments for the selected day on the graph above.
• Average margin: The average margin of the shipments for the selected day on the graph above.

The data displayed in the Shipment volume card is affected by filters and groups. 

Shipment tags

The Shipment tags card can be configured to show any five tags and the total number of all “active” phase shipments (i.e., Plan, Ship, Bill) with that tag attached. Each tag is clickable and will display a filtered list of shipments upon clickthrough. 

Protip: See our article, Shipment tags dashboard card, to learn more about utilizing the Shipment tags card.

The Shipment tags card is affected by filters and groups.

My Favorite Shipments

Shipments that are important can be "favorited" from the Shipments page list view by clicking on the star icon. The top 3 favorite shipments will display on the My Favorite Shipments card and clicking See more will bring you to a filtered list of all favorite shipments.

The data displayed in the My Favorite Shipments card is affected by filters and groups.

Tracking vs Non-Tracking

The Tracking vs Non-Tracking card provides a graphical display of quantity of shipments that are being tracked either by using the driver app or telematics, versus the quantity of shipments that are not being tracked (i.e. no GPS pings being received).

The following data is provided in the Tracking vs Non-Tracking Shipments card:

• Tracking shipments: The total number of shipments which are being tracked via the Driver app or a telematics integration
• Non-Tracking shipments: The total number of shipments which are not being tracked.

The data displayed in the Tracking vs Non-Tracking Shipments card is affected by filters and groups.

Shipments by state

A map of the United States is shown in the Shipments by state card, allowing you to see the total counts of pickups and deliveries for shipments in that state. Click the Pickups or Deliveries button to toggle and then hover your cursor over a state to see the number of shipments with pickup or delivery locations in that state over the date range applied in your filter or, if no date range is applied, for the current calendar year. Data pulled for this card includes shipments in any status except Quote-active, Quote-inactive, and Canceled.

The data displayed in the Shipments by state card is affected by filters and groups.

#NeedsAppointment

The #NeedsAppointment card shows the three oldest shipments missing a pickup and/or delivery appointment date or time. Clicking on a row will take you into the shipment. To see a full list of shipments that are missing an appointment, click on the corresponding insight from the Plan Summary card.

The data displayed in the #NeedsAppointment card is affected by filters and groups. 

#NeedsCover

The #NeedsCover card shows the three oldest shipments for which a carrier has not yet been assigned. Clicking on a row will take you into the shipment. To see a full list of shipments that are missing an assigned carrier, click on the corresponding insight from the Plan Summary card.

The data displayed in the #NeedsCover card is affected by filters and groups. 

#NeedsDispatch

The #NeedsDispatch card shows the three oldest shipments where a carrier has been assigned and the pickup date/time is the current date or earlier, but the shipment has not been dispatched. Clicking on a row will take you into the shipment. To see a full list of shipments that need to be dispatched, click on the insight from the Plan Summary card.

The data displayed in the #NeedsDispatch card is affected by filters and groups. 

#NeedsPickup

The #NeedsPickup card shows the three oldest shipments that have been dispatched but not yet picked up. Clicking on a row will take you into the shipment. To see a full list of shipments that need to be dispatched, click on the insight from the Ship summary card.

The data displayed in the #NeedsPickup card is affected by filters and groups. 

Issue summary

The Issue summary card shows shipments which have been tagged with the #issue hashtag in the Plan, Ship, and Bill phases. #Issue is a tenant-generated tag rather than a system-generated one, which means it must be manually added, and the tenant owner decides what it means. For more information, please see our article on tags in Turvo.

The following data is provided in the Issue Summary card:

• Total Issue Shipments: The inner circle displays the total number of shipments with an #issue tag that are in the Plan, Ship, and Bill phases.
• Plan: Total number of shipments with an #issue tag that are in the Plan phase.
• Ship: Total number of shipments with an #issue tag that are in the Ship phase.
• Bill: Total number of shipments with an #issue tag that are in the Bill phase.

The data displayed in the Issue Summary card is affected by filters and groups. 

#RunningLate

The #RunningLate card shows the three oldest shipments that are running late. Clicking on a row will take you into the shipment. To see a full list of shipments that are running late, click See more at the bottom of the card.

The data displayed in the #RunningLate card is affected by filters and groups. 

Ordering insights

Order summary

The Order summary card shows open orders, or orders that have not yet been fulfilled and breaks them down into order types: inbound, outbound, and transfer.

The following data is provided in the order summary card:

• Total open orders: The inner circle displays the total number of open orders of any status.
• Inbound: The total number of open inbound orders.
• Transfer: The total number of open transfer orders.
• Outbound: The total number of open outbound orders.

The data displayed in the Open orders card is affected by filters and groups. 

Inbound order summary

The Inbound order summary card shows the total number of inbound orders, broken into the number of orders with a status in the Plan, Ship, or Bill phase.

The following data is provided in the Inbound order summary card:

• Total Inbound orders: The inner circle displays the total number of Inbound orders of any status.
• Plan: The total number of inbound orders with a status in the Plan phase.
• Processing: The total number of inbound orders with a status in the Processing phase.
• Ship: The total number of inbound orders with a status in the Ship phase.
• Bill: TThe total number of inbound orders with a status in the Bill phase.

The data displayed in the Inbound order summary card is affected by filters and groups. If a direction is not identified in an order, the order is not included in this card.

Outbound order summary

The Outbound orders card shows the total number of inbound orders, broken into the number of orders with a status in the Plan, Ship, or Bill phase.

The following data is provided in the Outbound order summary card:

• Total Outbound orders: The inner circle displays the total number of outbound orders of any status.
• Plan: The total number of outbound orders with a status in the Plan phase.
• Ship: The total number of outbound orders with a status in the Ship phase.
• Bill: The total number of outbound orders with a status in the Bill phase.

The data displayed in the Outbound order summary card is affected by filters and groups. 

Order tags

The Orders tags card can be configured to show any five tags and the total number of all “active” phase orders (i.e., Plan, Ship, Bill) with that tag attached. Each tag is clickable and will display a filtered list of orders upon clickthrough. 

Protip: See our article, Order tags dashboard card, to learn more about utilizing the Order tags card.

The Orders tags card is affected by filters and groups. 

My Favorite Orders

Orders that are important can be "favorited" from the Orders page list view by clicking on the star icon. The top 3 favorite orders will display on the My Favorite Orders card and clicking See more will bring you to a filtered list of all favorite orders.

The data displayed in the My Favorite Orders card is affected by filters and groups.

Sales and revenue insights

Bill Summary

The Bill Summary card displays the total number of shipments in the Bill phase, with the #NeedsDocs tag, or that has a customer/carrier invoice attached but remains unpaid. The #NeedsDocs tag is automatically added to shipments that are missing a  Bill of Lading (BOL) or Proof of Delivery (POD) document, based on your tenant configurations.

The following data is provided in the Bill Summary card:

• Total shipments: The inner circle displays the total number of shipments with the Ready for billing and Processing statuses.
• Needs docs: The total number of shipments with the #NeedsDocs tag. This tag is applied when the shipment’s status is Route complete, Ready for billing, or Processing, but the shipment is missing a BOL or POD.
• A/R: The total number of shipments, in any of the following statuses, where the customer invoice has been attached but has not been marked as Paid:
  • Ship phase:
    • Dispatched
    • At pickup
    • En route
    • At delivery
    • Delivered
  • Bill phase:
    • Ready for billing
    • Processing
    • Picked up
    • Route complete
• A/P: The total number of shipments, in any of the following statuses, where the carrier invoice has been attached but has not been marked as Paid:
  • Quote phase:
    • Quote active
  • Plan phase:
    • Tendered
    • Covered
  • Ship phase:
    • Dispatched
    • At pickup
    • En route
    • At delivery
    • Delivered
  • Bill phase:
    • Ready for billing
    • Processing
    • Quote inactive
    • Picked up
    • Route complete
  • Tender phase:
    • Tender - offered
    • Tender - accepted
    • Tender - rejected
    • Draft

The data displayed in the Bill Summary card is affected by filters and groups. 

Sales

The Sales card shows the net revenue for the date range applied in the dashboard’s filter. The total number of, and revenue for, the shipments in the specified date range are displayed. 

If no date range filter is applied, this card is displayed as the Weekly Sales card, which provides data only for the current week, including the percentage of any decrease in the current week’s net revenue compared to the previous week’s net revenue.

The data displayed pulled for this card includes shipments in any of the following statuses:

• Plan phase:
  • Covered  
• Ship phase:
  • Dispatched
  • At pickup
  • En route
  • At delivery
  • Delivered
  • Picked up
  • Route complete
• Bill phase:
  • Ready for billing
  • Processing
  • Completed

Margin

The Margin card shows the average margin by percent and dollar amount for the date range applied in the filter. The data displayed pulled for this card includes shipments in any status, except for Quote-active, Quote-inactive, and Canceled, and is affected by filters and groups.

Weekly Margin

If no date range filter is applied, the Margin card is displayed as the Weekly Margin card, which provides data only for the current week and a trend graph comparing this week’s margin to the previous week's performance.

The Margin Percentage in the middle is the sum of net revenue, divided by the total sum of customer bills for the week, for shipments in the current week in the following statuses:

• Plan phase:
  • Covered
• Ship phase:
  • Dispatched
  • At pickup
  • En route
  • At delivery
  • Delivered
  • Picked up
  • Route complete
• Bill phase:
  • Ready for billing
  • Processing
  • Completed

The Avg margin at the bottom is the average net revenue per shipment for the week, for all shipments in the same statuses listed above.

The graph on the right depicts fluctuations in the Margin Percentage over the last seven weeks.

Billing

The Billing card shows a comparison of accounts payable (A/P) vs. accounts receivable (A/R) with current past due balances. The data pulled for this card includes shipments in Delivered, Ready for Billing, or Processing statuses, and is affected by filters and groups.  

The following data is provided in the Billing card:

• Total A/P (red bar): The total carrier shipment costs owed minus the total carrier shipment payments that have been made.
• Total A/R (green bar): The total  customer shipment costs owed minus the total customer shipment payments that have been made.
• Past due: The total A/P amount owed to carriers that is past due. This includes shipments with the following statuses:
  • Quote phase:
    • Quote active
    • Quote inactive
  • Plan phase:
    • Tendered 
    • Covered  
  • Ship phase:
    • Dispatched
    • At pickup
    • En route
    • At delivery
    • Delivered 
    • Picked up
    • Route complete
  • Bill phase:
    • Ready for billing
    • Processing
    • Carrier paid     
    • Customer paid
  • Tender phase:
    • Tender - offered
    • Tender - accepted
    • Tender - rejected
    • Draft

Customer Sales Leaderboard

The Customer Sales Leaderboard card shows up to five of the top customer account owners in decreasing order based on sales. These numbers reflect the total amount of sales within the applied date range. If no date range is applied, then this card displays the sales leaders for the current week.

Carrier sales leaderboard

The Carrier sales leaderboard card shows the top five carrier account owners in your organization, based on the total margin revenue for the shipments they were assigned during the dates selected in the dashboard’s filter. The left column lists the user name of the carrier account owner, and the right column lists the total margin revenue generated by shipments assigned to the account owner within the selected dates.

The data pulled for this card includes shipments in the following statuses, and is affected by filters and groups:

Customer insights

Top customers

The Top customers card displays the top five customers with the highest net shipment revenue for the date range specified in the dashboard filter. Only shipments in the following statuses are included:

• Plan phase:
  • Covered   
• Ship phase:
  • Dispatched
  • At pickup
  • En route
  • At delivery
  • Delivered
  • Picked up
  • Route complete
• Bill phase:
  • Ready for billing
  • Processing
  • Completed

If no date range is applied, the top five customers for the current month are shown.The customer name is clickable, and will direct you to the customer's profile to review additional details. 

The data displayed on the Top customers card is affected by filters and groups.

Carrier insights

Asset availability

The Asset availability card shows the total number of all assets that have been created in your tenant broken down by status. 

The data displayed on the Asset availability card is not affected by filters and groups.

Top carriers

The Top carriers card shows the top five carriers that your organization has spent the most with for a specific period of time (shown in the upper right corner of the card).

The data displayed on the Top carriers card is not affected by filters and groups.

Asset Movement Status

The Asset Movement Status card shows the current status of assets added to your tenant that have tracking information associated.

The data displayed on the Asset Movement Status card is affected by filters and groups.

Miscellaneous widgets

News card

The News card shows recent news based on a selection of keywords chosen by your organization. To have this card configured, reach out to your Turvo representative.

The News card is not affected by filters and groups. 

Calendar

The Calendar card allows you to toggle back and forth between months by clicking the arrows to the right or left of the card. This card merely provides reference and does not offer deeper calendar functionality.

The Calendar card is not affected by filters and groups. 

Fuel & energy

The Fuel & energy card pulls fuel cost information, including the current U.S. average and past 30-day average, based on information from the U.S. Energy Information Administration.

The Fuel & energy card is not affected by filters and groups.