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. There is a Weekly Operations Overview dashboard, and a Daily Operations Overview dashboard. For this article, we will focus on the Weekly Operations Overview, but keep in mind 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
There are two ways to navigate to the Operations Overview, through the Left-Hand Navigation Menu or through the Quick Navigation Tool:
Left-Hand Navigation Menu
Within the Left-Hand Navigation Menu, select “Fulfillment”, then “Weekly Operations Overview” or “Daily Operations Overview”. This will take you directly to the Operations Overview Dashboard:
Quick Navigation Tool
You can also 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 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 through the week, as well as any errors being experienced on those orders. 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.
Hover over any of these headers to see the descriptions listed above:
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:
- 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 may also click on the error value in either spot to navigate to a table that shows the order affected by the error.
Each Metrics section has a handful of statuses with a value associated. You can hover over any of these statuses for a definition. See below for a detailed list of these definitions:
Optimization:
- Accepted: Count of orders pending optimization that have been accepted by ColdTrack Live. This number decreases rapidly as optimization is swift.
- Ready For Processing: Orders ready for the next step of processing, but not yet in the WMS. Considered 'Ready' to be sent to the WMS. This is the last status in which orders can be edited.
- Error Validation Check: Orders that did not pass fulfillability checks for issues like address, order contents, coolant, and other business logic. These orders usually require manual intervention and CTL CX team will reach out directly if clarifying information is needed.
- Error: Not Optimized: Orders with optimization issues or failures with details available upon clicking.
- Failed To WMS: Orders that were not received by the WMS due to technical problems requiring further investigation for issues.
Fulfillment:
- Ready For Fulfill: Orders waiting to be picked.
- Picked: Orders being picked or fully picked but not yet packed.
- Packed: Orders packed with a shipping label generated but no scan from the carrier yet.
- Error: In Review: Orders on hold or under review requiring further investigation for issues by the warehouse teams.
Shipping:
- In Transit: Orders acknowledged by the carrier as received and being shipped.
- Out For Delivery: Orders currently being delivered to customers.
- Delivered: Total delivered orders, with details on timing available upon clicking.
- Error: Issue With Delivery: Orders not delivered due to various shipping problems. Details available upon selection.
- Error: Tracking: Orders with tracking issues or errors.
- Error: Out For Delivery - Late: Orders out to be delivered later than expected.
Summary:
- Canceled: Orders scheduled for this period that were cancelled for any reason.
- In Optimization: Orders scheduled for this period that are currently in the process of optimization or fulfillment.
- In Fulfillment - Awaiting Pack: Orders scheduled for this period that have been sent to the WMS and are in the queue for pick/pack.
- Packed: Orders planned for shipping during the selected period.
- Shipped - Awaiting Delivery: Orders that have been shipped during this period, but have not yet arrived at their destination.
- Delivered On-Time: Orders delivered on schedule.
- Delivered Late: Orders delivered after the expected date.
Carrier and Performance Widgets
Below the main table, there are two additional sections that cover carrier performance and general performance along the fulfillment lifecycle.
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. Clicking on either one of these metrics will take you to a filtered order table to see the specific orders comprising the counts
- Note: This section will only include your applicable 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 the related articles below!