What is the Operations Overview
Operations Overview is a dashboard that shows all of your orders that are scheduled to be shipped within a given time frame (Daily or Weekly). For this article, we will focus on the Weekly Operations Overview dashboard, but the functionality is the same on both.
- Note: Data in the Operations Overview will not fully match the Order and Shipment Overview Dashboard as the Operations Overview is completely reported at the order level, while the Order and Shipment Overview Dashboard is reported as a combination of Orders and Parcels.
Operations Overview Location
Within the Left-Hand Navigation Menu, select “Fulfillment”, then “Weekly Operations Overview” or “Daily Operations Overview”.
You can alternatively use the Quick Navigation Tool, and type in “Operations Overview”
Information in the Dashboard
There are a few adjustable fields that impact the data that will be displayed within your dashboard:
Warehouses: You can target specific groups of warehouses (all ColdTrack Warehouses, all Real Cold Warehouses) or individual warehouses
Timeframe: You can adjust the timeframe to look at previous, current, or future week’s order data
Operations Overview Metric Widgets
The Operations Overview has 4 widgets at the top, which display the top metrics for all your orders scheduled to be shipped within the given week, as well as any errors being experienced on those orders. Hover over any of the headers to see the descriptions. These widgets are split into the following 4 sections:
- Scheduled Orders: All orders scheduled for shipping in the selected week.
- Shipped Orders: All orders currently that have shipped during the selected week.
- Order Errors & Exceptions: All orders facing errors in optimization or fulfillment and exceptions during shipping for the selected week.
- Orders Delivered On Time: Percentage of orders that arrived within carrier service SLA during the selected week.
You will see a value and % value in each widget, comparing how the selected week compares to the week prior. Select any of the totals within the sections to navigate to a corresponding table for that data. Underneath the percentage, there is “Week Over Week”, or “WOW” text. Hover over this to see the value from the previous week!
Order Statuses
Underneath the Operations Overview Metrics, you will see the “Order Statuses” table section, which will include metrics on Order statuses:
- Site: Each line within this table is a specific site. In other words the warehouse or other storage facility housing your product.
- Canceled: The amount of orders canceled for the given week.
- Optimization: Overview of orders being prepared for fulfillment
- Fulfillment: Overview of orders in the process of being fulfilled
- Shipping: Overview of shipping stages for orders
- Summary: Summary of orders and statuses
There is also a “Totals” row at the bottom, which displays data for all warehouses.
You can select any of the values within this table to navigate to the CTL table associated with the data:
You can toggle each row by selecting the caret to the far right of the row. If you expand the rows, you will notice the totals for all areas, so long as we have access to that data.
Once toggled open, you will see a break down of the metrics, showing the statuses of your orders within each step. For definitions of these statuses, check out the How to Use Operations Overview article here!
- Note: If a line is for a site that is not a ColdTrack site, we will not have access to the Optimization or Fulfillment data. If there is no data, you will see a message stating “Data Not Available” for that section.
You can also see if there are any errors to the right of the values. Open the row using the caret for a better understanding of your errors. You can click on the error value in either spot to navigate to a table that shows the order affected by the error.
Towards the bottom of the page, there are two additional sections for Performance.
Carrier and Performance Widgets
Order On Time Performance by Carrier
On the left is a section for Order On Time Performance by Carrier. You can hover over either the percentage or order total to see how many orders were delivered on time and late out of all orders for that carrier during the week. You can select any of these carriers to navigate to a table with that Carrier Performance data.
- Note: This section will only include your selected carriers
Performance Metrics
To the right, there is a Performance Metrics section. This section will show performance metrics from your orders for the selected week. You can hover over any of the metrics to see the quantity associated with the percentages. You can select these metrics to navigate to an Order Table filtered to the specific orders included in these metrics:
The metrics are percentages of the above table metrics in addition to two additional metrics:
- ColdTrack Performance: the % of orders that were shipped out on time in the given period.
- Combined Carrier Performance: the weighted average on time performance across all carriers during the period.
For More Information, check out these articles!