The Customer Insights dashboard provides a comprehensive overview of shipment activity, cost metrics, and delivery performance, tailored to specific clients. It helps you understand spending, geographic distribution, and operational outcomes from a customer-centric perspective.

 

NOTE: For a list of available dashboards and instructions to access them, see Insights Dashboards Master List [Guides List].

To learn how to filter, view details and export data from this dashboard, refer to: How to Use the Insights Dashboards [Guide].

 

NOTE: This dashboard is currently in beta. Features and data visualizations are subject to change.

 

This article is divided into the following sections:

  1. Purpose
  2. Components


I. PURPOSE


Use this dashboard for client-level analysis and performance monitoring by:

  • Analyzing spending and cost patterns for specific clients.

  • Monitoring delivery performance and exceptions by customer.

  • Identifying trends in shipping destinations and carrier usage per client.


The table below summarizes its key aspects:



CUSTOMER INSIGHTS
PRIMARY FOCUSClient-centric cost and performance analysis.
BST FORAccount management and client performance reviews.
HIGHLIGHTED METRICS
  • Total Cost
  • Average Cost per Package
  • On-Time Performance
  • Exception Tracking Status 
TYPICAL QUESTIONS
  • How much is this client spending?
  • What is this client's on-time delivery rate?
  • Which carriers are being used most for this client?
  • Where are this client's packages going? 
TYPICAL USERS
  • Account Managers
  • Logistics Managers
  • Support Teams
  • Executives 


II. COMPONENTS


Key components:




A. Embedded Filters: Filter by Client, Date Range, or a combination.


B. Summary: Displays Total Packages, Total Cost, and Average Cost per Package for the selected filters.


C. Packages Breakdown: Charts showing package distribution by geography (Country and State/Province), carrier (including cost per package), and weight breaks.


D. Delivery Performance: Key performance indicators (KPIs) for on-time delivery, on-time induction, delays, and returns.


E. Exception & Transit: Visualizations of exception tracking statuses (e.g., returned to sender, cancelled) and a breakdown of in-transit time activity.