Understanding the Executive Summary Dashboard [Information]

Last updated: September 29, 2026

The Executive Summary dashboard provides a high-level, comparative overview of carrier performance, spending, and volume, filterable by specific Clients and Portals. It is designed to help executives and managers assess logistics operations and identify key trends across carriers from a business 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:

  1. Purpose
  2. Components
  3. Video Walkthrough



I. PURPOSE



Use this dashboard for strategic oversight and carrier comparison by:

  • Comparing total spending and average cost per shipment across various carriers.

  • Monitoring and contrasting carrier on-time delivery performance and transit times.

  • Analyzing quarterly trends in spending and package volume.

  • Drilling down into any of these metrics by a specific client or portal (warehouse) to understand carrier performance in that specific context.



The table below summarizes its key aspects:





CUSTOMER INSIGHTS
PRIMARY FOCUSHigh-level, comparative carrier analysis, filterable by client and portal.
BST FORStrategic decision-making, carrier negotiations, and quarterly business reviews.
HIGHLIGHTED METRICS
  • Carrier Spent by Quarter
  • Average Cost per Shipment
  • Carrier Delivery Performance %
  • Average Transit Time (Days)
  • Carrier Volume by Quarter
TYPICAL QUESTIONS
  • Which carrier is our most/least expensive overall?
  • Which carrier has the best on-time performance for Client X?
  • How has our spending with Carrier Y at Portal Z changed over the last year?
  • What service types are we using most frequently with Carrier Y?
TYPICAL USERS
  • Executives
  • Logistics Managers
  • Financial Managers 



II. COMPONENTS



Key components:





A. Embedded Filters: Filter all dashboard data by Portal, Client, or a combination.



B. Carrier Cost Analysis: Charts visualizing carrier spending. This section includes:

  • Carrier Spent by Quarter: Total shipping cost (order charge) grouped by carrier and quarter.

  • Average Cost per Shipment: Total shipping cost (order charge) divided by the total number of packages for each carrier.



C. Carrier Performance Analysis: Charts comparing carrier delivery efficiency. This section includes:

  • Carrier Delivery Performance: The ratio (percentage) of on-time delivered packages compared to the total packages that had an expected delivery date.

  • Average Transit Time (Days): Average time, in days, from the first carrier scan (induction) to the final delivery scan.



D. Volume & Service Breakdown: Visualizations of overall package distribution. This section includes:

  • Packages by Weight Breaks: Total packages segmented by defined weight categories.

  • Carrier Volume by Quarter: Total number of packages grouped by carrier and quarter.

  • Service Type Breakdown: Total packages grouped by carrier and service level.



III. VIDEO WALKTHROUGH



The video below offers a detailed tour of the Executive Summary dashboard: