Dashboards & Reporting / Driver Summary
Drivers Summary dashboard provides company overview of its drivers, trucks, and trailers and number of users and mobile applications.
By using the Active filter, users can see information about Active or Inactive drivers, trucks and trailers. The dashboard presents the information for the Active drivers and equipment.
Users can further filter by Driver Name, Truck or Trailer Number, Type, Status, and Inactivity.
Also it displays Drivers, Trucks and Trailers that are unassigned from a Load. In the table below the Days Inactive column shows the number of days each driver, truck or trailer was inactive.
By clicking on one of the boxes on top of each table we can see the drivers, trucks or trailers in the selected category.
The Last Location column displays data from the Dispatch module showing what is the last known location for the Driver.
The Truck and Trailers tables have Unassigned Location, Unassigned date/time and Unassigned Driver columns. These columns provide information about what is the location of the equipment when that equipment was unassigned from a driver.
In all three tables, SmartBoard users can add comments regarding the inactivity and why the Driver, Truck or Trailer is not currently active. Comments can be added by clicking on the + button in the Comments column.
For the “Inactive Drivers” this dashboard displays information about the Termination Date, Termination Type and Termination Reason.
In Drivers -> Available Location, by clicking on Arrow icon you can add the location and date on which the driver will be available. Once opened you choose the date and click on the map to mark the available location of your driver and then click on save.
Dashboards & Reporting / Driver Turnover Ratio
The Driver Turnover Ratio page provides statistics with all the necessary filters to get driver turnover ratio reports that best suit your needs.
With two period filters for turnover ratios, we can compare two reports at the same time.
THE FORMULA FOR CALCULATING DRIVERS TURNOVER RATE
Driver turnover is usually expressed as the driver turnover rate. It is the percentage of drivers who leave within a given time period, divided by the total number of drivers in the same time period.
A common way to look at the turnover rate is on a monthly basis. Looking at monthly driver turnover can be useful for spotting when drivers tend to leave in their first year. To calculate driver turnover rates, divide the number of driver terminations in one month by the average number of active drivers during the same month.
On this page, we can see the number of total drivers for a certain period.
Dashboards & Reporting / Driver Summary
On the Driver Summary page, a user can see all information about drivers, trucks, and trailers.
In the green square, we can see the number of trucks registered on the driver list form.
In the orange square, we can see the number of drivers registered in driver list form.
In the red square, we can see the number of trailers that are registered in trailer list form.
Also blue squares are represeinting Mobile app users and SmartBoard users.
Your drivers/ trucks/ trailers are now grouped by inactivity period.
On the Drivers List, we can see assigned, available and Unassigned drivers. Also, we can use a filter to see company drivers, owner operators or all driver types. The list provided for each driver will show the last city and state location and you can also add comments.
On the Truck/ Trailer List, we can see Truck type, Status, Driver name, Inactivity days, Unassigned Location, Unassagined Date and Driver. We can also add comments in these sections too.
Dashboards & Reporting / Load Chart
On this page, users can see the total number of loads for each month for the last 12 months on the first table.
On the second table, we have Revenue vs Expenses for the last 12 months where a user can see statistics of all revenues and expenses.
On the Load by Status- Last Week table, we can see statistics of loads status.
Dashboards & Reporting / Load Tracker
After assigning the load you can track Driver HOS and Location by going to:
DASHBOARD -> LOAD TRACKER
Here you can see information about assigned loads along with remaining distance and time to pick up or delivery locations based on the Driver’s current location. You can only see current status of the Driver and remaining hours for driving the Driver has.
Lastly, if you want to see your drivers remaining HOS you need to go to:
SAFETY -> DRIVERS -> ELD
Dashboards & Reporting / Revenue Chart
The Revenue Chart page displays revenue for owner-operators, dispatchers and salespeople. The date filter will allow you to see the revenue for specific periods.
Table Explanations:
Revenue per Owner Operator: How much money an owner-operator has made in a certain period.
The Average Rate per Mile per Driver: The average amount per mile for each driver.
Revenue per Dispatcher: The total revenue per dispatcher.
Average Rate per Mile per Dispatcher: The average rate per mile for each dispatcher.
Revenue per Salesperson: The revenue generated per salesperson.
Average Rate per Mile per Salesperson: The average rate per mile for each salesperson.
Dashboards & Reporting / Detailed Revenue By Dispatcher
We think this report will be a great asset for the companies as they can see and compare detailed dispatcher revenue analysis by driver. You will be able to see and compare performance by dispatchers and by drivers and compare the results between two different periods. You will also be able to see per dispatcher in the specified period total gross, total trucks dispatched, total loads booked and total miles driven, along with average gross per driver, average miles per driver, average per mile and average per load.
Step 1.
From the left side menu go to Reports.
Under the Reports tab you will find the Detailed Revenue by Dispatcher tab
Step 2.
Use the filters depending on the periods you would like to compare.
Step 3.
To compare between two time periods use the second set of filters below the summary.
Step 4.
Search.
Dashboards & Reporting / Revenue Reports
You can find detailed information about your Revenue from multiple options, for example: Dispatcher, Fleet Manager, Operations Manager, Driver, Truck, Trailer Type, Per Mile, Recruiter, Salesperson.
* All of the Reports have the same options and workflow and are fully customizable to get the data you need.
Before going into the Reports data you can apply the general filters by either ship date, delivery date, or actual ship date or actual delivery date on top of the Reports table.
* This is an example of “Revenue by Driver” Flat Form
The “Options” icon on the top right side of the table determines the Layout preferences of the reports. By default all reports are set up to Flat form and to Show grand totals and subtotals. If you wish to display report results in a summary form, please change the layout to Classic Form.
With the option “Fields” you can get a narrowed and individual report by selecting specific options such as pay rate, freight charge, total miles, etc. The fields you select here will display on the Flat Form report layout. You can move any field you wish to get the report results on in the Values box and select what type of data you wish to get, for example: Sum, Count, Average and more.
You can “Export” any Report to Excel, PDF, or HTML.
Dashboards & Reporting / Assignment History Report
To enable this option, go to Administration -> Roles -> ‘’select the role’’ -> Functionalities -> Add the “Assignment History Report” option -> click Save.
For every new assignment of a truck to a driver, either from the Driver or the Truck form you will get a record on the report when that truck or trailer was assigned to that driver. When the truck was unassigned from a Driver, you will see information about the Unassignment Location, Unassignment Date and Time and Unassigned Driver.
Dashboards & Reporting / Accounting Dashboard
The Accounting Dashboard provides statistics and graphs that will be able to give you a clear view of the financial status of your company.
This dashboard allows you to view your Income and Expenses, Revenue per Driver/Broker and Vendor Expenses. You can select a specific date to view information for a different period, such as for last month.
At the top of the dashboard, you can view your Gross which can be per Month/Week and you can also view your AP/AR Balance.