💬 Custom dashboards are configured by Qargo. Please contact Qargo Account Manager to enable the custom dashboards required.
Introduction
A custom dashboard is a dashboard built for one customer, based on the numbers that matter to that business. It sits in the Dashboards menu next to the standard Qargo dashboards.
Customers do not build these dashboards themselves. The Qargo account manager or onboarding manager configures and publishes each one. The customer's role is to explain clearly what the dashboard needs to show.
💡 Next up: Allowing customers to create custom dashboards using Qargo Intelligence by themselves, no extra help needed from Qargo Account Manager or Onboarding Manager.
Terminology
Term | Meaning |
Custom dashboard | A dashboard built for one customer, separate from the standard and add-on dashboards. |
Tile | A single chart, table or number on the dashboard. |
KPI tile | A tile that shows one big number, such as deliveries this month. |
Published version | The version of the dashboard that users see in the Dashboards menu. |
Date filter | The date range selected at the top of the dashboard. Most tiles follow it. |
Date zoom | A control that switches the time steps on a chart, for example from day to week to month. |
Data grain | What one row or one data point stands for, such as one row per order. |
Prerequisites
🧰 A Qargo account manager or onboarding manager configures the dashboard. Customer users cannot create or edit custom dashboards.
A maximum of 5 custom dashboards per customer.
Existing customer-specific dashboards keep working as they are.
Use Case(s)
Management overview: a transport manager wants revenue per customer per month on one screen. The Qargo manager builds it and publishes it to the Dashboards menu.
Daily planning check: planners want a KPI tile with today's orders and a table of open trips. They open the dashboard each morning instead of building an export.
Change to an existing dashboard: the business wants an on-time delivery tile added. The Qargo manager edits the dashboard, and users keep seeing the current version until the change is published.
Custom dashboards: available options
Tile types
A custom dashboard can hold several tiles. Each tile is one of these types:
Tile type | Best for |
KPI tile | One key number, for example total deliveries this month compared to last month. |
Bar chart | Comparing totals, for example revenue per customer. |
Stacked bar | Comparing totals split into parts, for example orders per depot split by transport type. |
Line chart | Showing change over time, for example orders per week. |
Pie or doughnut chart | Showing shares of a total, for example FTL compared to LTL orders. |
Scatter | Showing how two numbers relate, for example distance and toll cost per trip. |
Table | A list with details, for example all orders with customer, status and cost. |
Data that can be shown
Custom dashboards use the same reporting data as the standard Qargo dashboards. Each dashboard only shows that customer's own data.
Numbers: orders, trips, legs, consignments, revenue, cost, cost per trip, distance, on-time %, active resources (vehicles and drivers).
Group or split by: region, customer, resource, route (start and end location, city or country), depot (collection location, delivery location or department), transport service, product category, department, subcontractor.
🧰 For region, Qargo records a state or region for each address, so it can group by region on:
Deliveries and collections: by the delivery state/region or the collection state/region
Invoices: by your customer's billing state/region (billing country and city can be used)
Orders, trips, and revenue and cost don't have a region. For those, it can group by delivery or collection country plus postal code instead.Time steps: day, week, month, quarter, year.
Dashboard settings
Default date filter: the date range selected when the dashboard opens, for example Last 30 days.
Extra filters: other filters at the top of the dashboard, for example customer, order ID or location name.
Tile time period: a tile follows the date filter by default. A tile can also be locked to a fixed period, such as the last 3 months.
Default sort and position: how each table or chart is sorted, and where each tile sits on the screen.
Request a custom dashboard
Prepare the request
💡 The clearer the request, the faster the dashboard is ready. Prepare these details before contacting the Qargo manager.
ENTER the dashboard settings: the default date range and any extra filters.
ENTER one line per tile with:
Tile type - for example bar chart, table or KPI tile.
What to see - one sentence in plain words, for example "total revenue per delivery country".
Data grain - what one row or point stands for, for example one row per order.
Time period - follows the date filter, or a fixed period.
Time steps - the default for charts over time, for example week.
Default sort - for example highest cost first.
Position - for example top row, left half.
ENTER a definition for each business term, for example "Revenue = invoiced amount excl. VAT". Definitions differ per company.
ADD an example if available: a screenshot of a current report, an Excel file or a rough sketch.
📚 Use Qargo terms such as order, trip, leg, resource and consignment. Keep each tile to one of them: an order view and a trip view do not mix in one chart.
Send the request
CONTACT the Qargo account manager or onboarding manager with the prepared details.
CHECK the dashboard with the manager once it is built, and ask for changes if needed.
The manager publishes the dashboard when it is approved. It then appears in the Dashboards menu for every user of the account.
💬 Not sure who the Qargo account manager is? Contact Qargo Support and ask to be put in touch.
🎥 This video shows how a custom dashboard is created and how to use it:
Use a custom dashboard
Open the dashboard
OPEN the Dashboards menu.
SELECT the custom dashboard. Custom dashboards appear after the standard and add-on dashboards.
📚 Labels and tile names show in the user's own language. The data values themselves are not translated.
Filter and explore the data
SELECT a date range in the date filter at the top. Tiles that follow the date filter update.
SELECT a value in any extra filter, for example a customer.
CHANGE the date zoom to switch a chart between day, week and month.
Request a change
CONTACT the Qargo account manager or onboarding manager with the change, in the same format as a new tile.
The account manager edits the dashboard without affecting what users see. Users keep seeing the current version until the change is published. An earlier version can be restored if a change does not work out.
Troubleshooting
Issue | Resolution |
The custom dashboard is not in the Dashboards menu. | The dashboard is not published yet, or was removed from the menu. Contact the Qargo account manager. |
A requested change is not visible. | The change is not published yet. Ask the Qargo account manager to publish it. |
A tile shows numbers that look wrong. | Check the date filter first. If the numbers are still wrong, send the account manager the definition the tile should use. |
A new dashboard cannot be added. | A customer can have up to 5 custom dashboards. Agree with the manager which one to replace. |
Data values show in another language. | Labels follow the user's language, but data values are shown as stored in Qargo. |