Understanding the Customer Insights Dashboard [Information]

Modified on Tue, 21 Oct at 2:29 PM

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:

Purpose
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 FOCUS	Client-centric cost and performance analysis.
BST FOR	Account 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.