Dashboard
SUMMARY / PURPOSE
Use this article to understand what the dashboard displays, configure which widgets appear, and interpret widget data.
OVERVIEW
The dashboard provides a customizable view of operational data across your TransVirtual portal.
On the Homepage, you can access the dashboard by either clicking it in the Quick Links window:
Or by navigating via the Menu ribbon: Transport -> Operational Tasks -> Dashboard
By default, the dashboard should look like below. To modify the widgets shown in there, click on the widget "eye" icon on the upper right corner of the dashboard:
Upon clicking on that icon, a window will open showing you all the available widgets and those ticked with check marks are the ones currently on display:
Drag and drop widgets to customize your UI layout.
NOTE: Additional widgets are being developed and may be added in the future.WIDGET DESCRIPTIONS
Todays Progress
Shows consignments due today which displays the customer's name, the number of consignments due today and the number of delivered consignments.
Last Deliveries
Shows recent completed deliveries where you can see the name of the driver who completed the delivery, where it was delivered, and when it was delivered.
Last Known Locations (Today)
Displays the most recent GPS location for each driver.
NOTE: If needed, you can refresh the map by clicking on the refresh icon (Transvirtual News
Displays updates from Transvirtual social media accounts. For now, only Twitter/X is shown here but can be expanded in the future.
Pickup Activity
Shows active pickups which displays the date of consignments, consignment numbers, pickup locations, and the consignment status.
Price Request
This widget gives you the ability to generate a quote similar to the Transport Quotes page.
NOTE: The mandatory fields for the Price Request widget to calculate the price are the Customer, Sending Location, and Receiving Location. The Items info will also need to have at least the Qty, Description (freight item type), Total Weight, and the dimensions.Agent Manifest
Shows current agent manifests with summary data.
On the left-hand side of the Agent Manifests widget, you can see the Manifest Creation Date, Manifest Number, Agent Name and Status and on the right-hand side you can see Manifest's basic info (Manifest number and Date), Summary of Goods Manifested Info (Quantity, Description, Weight and Cubic).
NOTE: On this widget, you can print the Labels, Connotes, and Manifests. You can also view the Manifest by clicking on the appropriate button located below the available actions.
Customer Manifest
Shows current customer manifests with summary data.
(Pickup Required option is not available in current tab) as shown below.
1. On this widget, you can see the basic detail of the Manifest such as the Manifest date, Manifest Number, Customer Name and Current status of manifest (i.e., Close or Open).
2. Apart from basic details, you can see the Manifest info, summary of goods manifested where you can see the item quantity, name, weight and their Cubic.
3. You can also print the Labels, Connotes, Manifests and view the Manifest by clicking on the appropriate button located below the available actions.
Load Vehicle
Shows consignments assigned to each driver's load page. Clicking on a Driver shows what consignments that driver has in their load page. The Unassigned section shows any consignments that are currently unassigned (not loaded) and require load scanning and actioning.
1. On this widget, you can create a new consignment and can edit a driver.
2. To create a consignment, click on Create Consignment button on the upper right corner of the widget and follow the instructions as described in the Create Consignment article.
3. To Edit Drivers, click and Edit Drivers button and then follow the instructions described in the Edit Driver article.
4. To edit any existing article, double click on the Consignment Number and then follow the instructions described in the Consignment details article.
On Delivery
1. Shows consignments assigned to each driver's delivery page. You can see the driver drop count, consignment quantity assigned to that driver for delivery, item quantity in that consignment, weight and cubic.
2. If you select the driver, the detail of the consignment will be visible on the right-hand side where you can see Consignment number, Customer, Receiver's Name, Receiver's Suburb, Quantity, Weight, Cubic and ETA.
3. If you want to edit the details of consignment, then double click on any of the detail present in right-hand side, you will be redirect to consignment detail page and then follow the instructions describe in the Consignment Details article.
NOTE: Colour codingWhite = not yet delivered
Green = delivered
Expected Linehaul
Shows freight that is picked up (or pending pickup) but not yet linehaul scanned.
Due Today, Unassigned
Shows consignments due for pickup or delivery today that are not yet assigned.
1. On this widget you can see the customer name, consignment quantity, item quantity, weight and cubic.
2. On the right-hand side of the widget, you can see the total consignment due of that particular customer along with all the details (i.e., consignment number, due date, status, Name, Suburb, Quantity, Weight, Instructions and Additional info)
NOTE: If needed, you can edit any of the consignment detail by double click on the any of the Information mention in the right-hand side of the widget screen, then you will be redirect to consignment detail page and then follow the instructions describe in Consignment details (Add a hyper link of consignment details article here).
WIDGET SETTINGS
Transvirtual lets you update any of the widget title to suit your needs.
1. To update the Widget title, click on the settings icon (
) located at the top right corner of the widget window:
2. Enter the title of the widget in the provided space:
3. Finally, click on the orange OK button (
) and the title of the widget will be updated.
Some widgets like the Last Known Locations (Today) have the Headport setting available:
You can use that to show just the drivers for that particular headport.
Other widgets also have additional settings, so feel free to open the settings window to check what those are:
NOTE: The blue/white helper icons (
Super-admins have the authorisation to update the global setting of any of the widgets mentioned above.