Overview

The Operations Reporting Widgets include:

1. Operations Box Score

The operations box score displays KPIs for each member of the operations team.

Widget Info:

Widget Size: 4 x 1

Widget Title: “Operations Box Score”

Table Data:

Columns:

• Team Member (The members of the operations team)

• Pre-Covered (Loads that are tendered to a carrier at least 18 hours before the pick up date of the load

• Covered (Loads that are tendered to a carrier) (this includes pre-covered loads)

• Repeat Carriers (Loads where the assigned carrier was previously used on the same lane)

• Bullseyes (number of “bulls eyes” from Zuumanity)

• Svc. Fails (Loads where there is a late pick up, late delivery, no call, no shows)

• PODs Collected (The number of Proof of deliveries (PODs) collected on loads to which the operator was assigned)

• GP (Gross Profit generated from loads by the operator)

• Purple Hearts (purple hearts from Zuumanity)

• Chk Calls/Day (check calls per day)

• Disp. Calls/Day (dispatch calls per day)

• Disp. Log/Loads Covered (dispatches logged / loads covered)

2. POD Collections

The POD Collections report displays data on the number of Proof of deliveries that were collected during the Time Interval, as well as the Average Lead Time (ALT) (in hours), which is the span of time from when a POD was collected from a carrier, and sent to the Customer.

Widget Info:

Widget Size: 1 x 2

Widget Title: “POD Collections”

Table Data:

Columns:

• Team Member

• Collected (The number of PODs collected)

• ALT (hh) - The average amount of time, in hours, that passed between when the operator collected a POD, and sent that POD to the customer

Additional Data

Below the table, display the following:

• “Total PODs Collected” and the sum of all PODs collected by the entire team during the time interval

• “Average Lead Time (team)” and the ALT for the entire team

• “PODs Outstanding (Real Time)” - the sum of all PODs that have been collected but not yet sent to customers (team wide).

3. Carrier Report

The Carrier Report displays data about Carriers associated with the brokerage.

Widget Info:

Widget Size: 2 x 2

Widget Title: “Carrier Report”

Elements

The widget includes the following elements:

• Carrier Count - text that displays the total number of all carriers

• Data Table with pagination, displays 15 records at a time

• Text box to perform a filter search

  • Should be able to search by carrier name, MC #, DOT #, Origin Location

Table Data:

Columns:

• Carrier

• Origin Location

• Loads With Us (the number of loads that the carrier has been tendered by the brokerage)

• Last Load (Days) - (the number of days since that carrier’s last tendered load)

• Ins. Expiration - (The expiration date of that carrier’s insurance policy

  • If the insurance policy is set to expire within 30 days, there should be a yellow warning sign next to the expiration date

  • If the insurance policy has expired,

    • the warning sign should be red

    • The text color of the expiration date should be red

4. Carrier Lookup

This widget allows the user to look up one carrier by performing a text search, and once a carrier is selected, the widget displays data about the carrier.

Widget Info:

Widget Size: 1 x 2

Widget Title: “Carrier Lookup”

Data:

This widget has three states:

1. Blank

2. Searching

   1. The search includes an auto-recommend dropdown. The user MUST select an option from the dropdown.

3. Display

   1. Displays the following data:

      1. Carrier Name (This is also a link to the carrier’s profile within the application)

      2. MC # (If carrier does not have an MC #, this field can remain blank)

      3. DOT # (If carrier does not have an DOT #, this field can remain blank)

      4. Pie chart that breaks down that carrier’s equipment by type

         1. There is a heading row that says “Equipment Count” with the total “count” of all equipment

         2. When the user hovers over the pie chart, there is a tooltip that includes

            1. Equipment type

            2. Count (the quantity of that equipment type)

      5. Most Common Lanes

         1. A data table that displays the top 5 lanes that that carrier has done the most for the brokerage

            1. Pickup

            2. Dropoff

   2. In this state, the Text Search has a “Close” icon instead of the magnifying glass.

      1. clicking on this icon returns the widget to the “Blank” state.

5. Best/Worst Lanes

The Best and Worst Lanes widgets display a list of the top 8 best and worst lanes. These widgets are almost the same, except the “Best” lanes widget displays the most profitable lanes, while the “Worst” lanes widget shows the least profitable lanes.

Widget Info:

Widget Size: 2 x 1

Widget Title: “Best Lanes” and “Worst Lanes”

Table Data:

Columns:

• Pickup (City, State)

• Dropoff (City, State)

• Customer

• Equipment

• Rev (Revenue)

• Vol (the number of times that lane has been used)

• Avg. GP (Gross profit / volume for that lane) (green for “Best Lanes”, red for “Worst Lanes”)

• GP (total gross profit for that lane)

Sorting

Best Lanes - This should display the 8 lanes that have the highest “Avg. GP” during the Time Interval

Worst Lanes - This should display the bottom 8 lanes that have the lowest “Avg. GP” during the Time Interval (can be negative)