Dashboard

Dashboard

Overview



The dashboard is a customisable overview of your operations.

The Dashboard consists of the following major components:

Links to the functions within the TransVirtual Web Portal. This menu remains at the top of every page to enable quick access to all areas of the software

Enter a number (consignment, manifest, reference) a name (sender or reciever) or an address (pickup or delivery) and all results matching the search will be displayed.

Widgets

Can be moved around the page to customise the view by dragging and dropping. You can also hide widgets that you dont need. Additional widgets are being developed

History Button

This button provides quick access to the last 20 entries across a range of fields. These include consignments, customers, customer invoices, agents and agent invoices. Click in a free area of the box at the top to add extra history fields, you can also remove by clicking on the x next to a history type.

Notifications

Is an alert to ensure  users of important information. This can be disabled in the users profile.

User Profile

Change/Logout users, edit profiles or enter security mode.

Enable or disable widgets

In the top right hand corner of the screen is a small eye button (), When you click on this button you are presented with a selection of available widgets you can turn on or off.

Moving widgets

Each widget has a heading row. If you click and hold  and drag you can move the widget around the screen.

Widgets

The dashboard is an overview of your account activity. Below is what each widget is used for.
Home > Consignment Actions > Dashboard > Top-right and click on the eye symbol to select appropriate widgets:
Users using the updated 2022 menu should go to Transport > Operational Tasks > Dashboard > Top-right and click on the eye symbol to select appropriate widgets:



Today's Progress

This widget gives you an overview of consignments; who the customer is, if they are due today and which consignments have been delivered.

Last Deliveries

The last deliveries shows recent deliveries; who completed the delivery, where it was delivered and when it was delivered.

Last known Locations (Today)

The last known locations simply shows recent GPS locations for deliveries etc.

TransVirtual News

This will reflect any updates we at TransVirtual post.

Pickup Activity

This widget shows active pickups; date of connote, connote number, location of the pickup and the consignment status.

Price Request

This section gives you the ability to generate a quote similar to the quote page.

Agent Manifest

This widget shows current agent manifests and gives a breakdown of the manifests

Customer Manifest

This section shows current customer manifests and gives a breakdown of the manifests

Load Vehicle

This widget shows what each driver/user has in their 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; these may require load scanning and actioning. 

On Delivery

This widget shows consignments that are in a driver/user's delivery page. Consignments coloured white are ones that have not yet been delivered. Green consignments have been delivered.

Expected Linehaul

This widget shows freight that is picked up (or pending pickup) which has not yet been linehaul scanned - and gives you an overview of headports, quantities, weights etc.

Due Today, Unassigned

This section shows consignments that are due for pickup or delivery today and are yet to be assigned.



Extra Information 

Each widget has a settings icon located top-right, which gives you the option to rename the widget and, on some widgets you can select a headport to view only data for that headport and other parameters as below

Note: The blue/white helper icons give you an overview of what each field is used for/does:




    • Related Articles

    • Data Imports

      Introduction The import framework within TransVirtual allows you to import your data in a number of ways. This framework will expand as technology develops. There are 6 import frameworks Remote FTP TransVirtual Hosted FTP Server TransVirtual Email ...

    • Customer Service Tickets

      Customer Service Tickets Customer Service Tickets are a vital function in TransVirtual, they are used for customers to raise issues with your staff; they can ask for assistance in relation to any consignments experiencing issues. This article will ...