The Order & Shipment Overview Dashboard allows you to instantly view key shipment metrics for Orders, Parcel Shipments, Exceptions, and Carriers at a glance! You can view all the data at a high level at the top of the page, or scroll-down to get more in-depth information.
- Note: Data in the Order & Shipment Overview Dashboard shows a mix of Order and Parcel-based data while the Operations Overview is strictly orders-based. The purpose of the Operations Overview is to show you how your orders in a ship week progress through the optimization, fulfillment and delivery process, while the Order & Shipment Dashboard shows the same data for orders, but displays shipments, exceptions, and carrier performance and status at the parcel level. To learn more about the Operations Overview, see this article.
Dashboard Location
To open the dashboard, go to the left-hand navigation menu. Open the “Dashboards” dropdown and select Order & Shipment Overview:
You can also use Quick Navigation to access the dashboard.
Adjusting the Dashboard
- You can filter your dashboard to only look at a specific warehouse by choosing from the Warehouse dropdown.
- You can view a week’s worth of data from the past, the current week, a week in the future by choosing from the Service Week dropdown. To view information for a custom time frame, use the Order Table.
- Note: There is an additional client name dropdown – as a client in CTL, you will only be able to view your own data in the dashboard.
Using the Dashboard
For a given week, you can view the number of Orders received, Parcel Shipments and their status on the orders, and any Parcel Exceptions received for parcels within the interactive charts at the top. Clicking on any of the chart’s visual elements will open a table that houses all of the data for that chart.
The filters associated with the dashboard element will already be applied to the displayed records you see on the table it linked you to.
- Orders: The number of orders received within the selected Service Week, and whether they were shipped, need to be shipped, or were cancelled.
- Parcel Shipments: The number of shipments (individual parcels) for Orders received within the selected Service Week.
- Parcel Exceptions: The number of shipment exceptions for Orders received within the selected Service Week. Displays the different parcel statuses (or type of exception) received on your shipments.
- Example use case: You may want to view all of your shipments for a given week and check if any shipments had exceptions:
- Go to the Order & Shipment Overview Dashboard, to the Parcel Shipments Chart.
- Click the red (Exception) area or the pie chart. This will open a Parcels table for orders with exceptions on the selected week.
- Scroll to the right to view the Status Category column. You will see they are all listed as Exception along with their Status:
There is additional information toward the bottom of the dashboard. Select the tabs for a more in-depth view of Orders, Shipments, and Carriers. Many of the column values within these tabs are deep-linked to take you to the corresponding table with the data you selected. You can select any numeric column values that are not percentages.
- Orders: Show the Orders by warehouse and their shipping metrics. The Shipped, To Be Shipped, and Total columns can be clicked to navigate you to a table holding the orders data selected.
- Shipments: Show the Status and # of Shipments. You can select any values in the # of Shipments column to open a table with the selected row’s shipping records with the corresponding filters applied.
You can also select the expand buttons within the Delivered Successfully and Exception rows to view statuses.
- Carriers: Show the metrics for each Carrier for the week’s shipments. You can click on any of the values within the Total, Exceptions, and Excluded columns to open a table with the carrier service from the row selected. “Excluded” in this context refers to Shipments we don’t have data for yet.
- Note: You can export the data as a csv file from these tabs using the export icon at the top of the tab.
To see other articles on Orders & Shipments Overview and other articles mentioned above, click on the following links to those resources:
A Deep Dive Into the Order & Shipment Overview Dashboard
2 Minutes to Reference the Order & Shipment Overview Dashboard
A Deep Dive into Operations Overview