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
  3. Video Walkthrough


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: A high-level overview of cost metrics for the selected client. This section displays:

  • Total Packages: The total count of all shipments (trackers).

  • Total Cost: The total shipping cost (order charge) for all packages.

  • Avg. Cost per Package: The total cost divided by the total number of packages.


C. Packages Breakdown: A collection of charts visualizing shipment distribution. This section includes:

  • Packages by Country: Total packages grouped by destination country.

  • Top 20 Packages by State/Province: Total packages grouped by destination state or province.

  • Packages by Carrier & Avg Cost per Package: A breakdown of total packages by carrier, which also displays the average cost per package for each carrier.

  • Packages by Weight Breaks: Total packages segmented by defined weight categories.


D. Delivery Performance: A summary of key delivery performance indicators (KPIs). This section displays:

  • Client On-time Delivery: The total count of packages delivered on or before the expected date.

  • On Time Performance: The percentage of packages delivered on or before the expected date (out of all packages with an expected delivery date).

  • On Time Induction: The total count of packages inducted (first carrier scan) on or before the expected induction date.

  • On Time Induction Rate: The percentage of packages inducted on time (out of all packages with an expected induction date).

  • Delayed Package: The total count of packages delivered after the expected delivery date.

  • Delayed Package Rate: The percentage of packages delivered late (out of all packages with an expected delivery date).

  • Returned Package: The total count of packages returned to the sender.

  • Returned Package Rate: The percentage of returned packages (out of the total number of packages).


E. Exception & Transit: Charts visualizing shipment status and delivery time. This section includes:

  • Exception Tracking Status: A breakdown of packages grouped by their current tracking status (e.g., Delayed, Exception, Returned).

  • In Transit Activity: The average time, in days, from the first carrier scan (induction) to the final delivery scan.


III. VIDEO WALKTHROUGH


The video below offers a detailed tour of the Customer Insights dashboard: