How to read the dashboard, daily report, and scorecards

Who this is for: owners and dispatchers.

Four different views of the same operation, each answering a different question.

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Dashboard — "what needs me right now?"

Your landing page. Today's loads, gross revenue and estimated profit for the day, calls waiting on review, opportunities in play, drivers and their status, late check-ins, and anything flagged.

Work top to bottom and the queue empties. If a number looks wrong here, it is almost always a load that has not been moved to its real status yet.

Notifications — "what happened while I was out?"

The bell in the top bar. Alerts land for new calls, missed urgent calls, late and failed check-ins, new broker email, new and high-value opportunities, completed broker callbacks, overdue invoices, invoices that were never sent to anyone, failed texts, and high-risk AI flags.

How these reach your inbox is set by Settings → Notification email cadence — off, a daily digest at 08:00 local, or immediately. Urgent alerts always send immediately.

Calendar — "what is happening this week?"

A Sunday-to-Saturday week, with each day showing its pickups and its deliveries, and who is on each one. Step forward or back a week to plan ahead or reconstruct what happened.

Three things worth knowing about what you are looking at:

• A load appears twice when it picks up on one day and delivers on another — once in Tuesday's pickups, once in Thursday's deliveries. That is the same load, not two.
• Only loads with an appointment time appear. A load with no pickup or delivery time set is invisible here, which is the usual reason something you booked is missing.
• Cancelled loads are excluded, so the week shows what is actually meant to move.

Use it to spot the day with three deliveries and one driver before it arrives, rather than the morning it does.

Daily Report — "how did today go?"

A written summary generated for each day: a headline, the risks worth knowing about, a short narrative, and a list of suggested next actions.

It is deliberately conservative. It flags drivers who have not checked in, documents missing on delivered loads, and calls left unresolved. It does not make promises about deliveries that have not happened, and its suggestions are practical and specific — "call the driver about an ETA", "review the Orlando–Atlanta opportunity" — rather than generic advice.

Scorecards and lane analysis — "what is actually working?"

All three default to the last 30 days and count delivered loads only. Cancelled and in-flight loads are excluded, so the numbers reflect work finished, not work hoped for.

Driver Scorecards

Per driver: loads delivered, total miles, revenue, profit, and on-time performance on pickups and deliveries — actual times against appointment times. Useful for a pay conversation, and for knowing who to put on the tight appointment.

Broker Scorecards

Per broker: how many loads, what they paid, what you made, and how they behave. Read this before you take another load from someone who felt like hard work last month.

Lane Heatmap

Your state-to-state lanes ranked by total profit. This is a sortable table rather than a map, because a table tells you which lane to run tomorrow.

Audit Log — "who did what?"

Every create, update, decision, login, AI run, and inbound call or message, with the user and timestamp. Exportable as CSV. This is the record to reach for in a dispute — with a broker, with a driver, or internally.

Why numbers differ between views

• The dashboard counts today; scorecards count a date window.
• Scorecards only count delivered loads; the dashboard shows what is in flight too.
• Estimated profit is what the calculator projected. Actual profit includes the expenses you entered against the load. They diverge when expenses have not been entered yet.

Related

• Tune your settings: costs, margins, hours, and alerts
• The profit or pay numbers look wrong