The Recurring Shipments Projected Activity dashboard is a combination of widgets: focused metric tables, graphic displays of your data, a data table that can be quickly exported to a spreadsheet for further analysis. The data displayed on the dashboard is intended to give you actionable insights into your upcoming scheduled shipments, and also a tool for informing other operational factors such as inventory and labor allocations.
You will see a link to this document in the top right corner of the dashboard, under the heading FieldStack Dashboard Intelligence Help Document.
There are sections of these mini data tables on the dashboard. The focus areas display data for 5 week and 30 day projections by product category and volume. If you hover to the right of the field names, you will see an arrow that allows an ascending/descending sort. You'll also notice when you right-click on the cells of data, you have the option to Select. If you choose Select, the widgets in the dashboard will filter to the attribute that you chose. These data tables typically compliment graphic displays nearby on the dashboard. You can export the data in these tables, to work with it outside of the dashboard. Do this by clicking on the 3 dots at the top right corner of the widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV.
There are sections of graphic displays on the dashboard. The graphics display trends for key metrics such as volume of inventory expected to ship in the upcoming days and weeks. As with the data tables, you can right-click and left-click on data points in the graphics to narrow the selection or to filter the entire dashboard.
Exporting the Data Table
The data table at the bottom of the dashboard is a granular listing of what is represented in the dashboard. This table will react to filters set as you are viewing the dashboard and individual widgets, so you are able to see more details about what is impacting the results. There may be times when you want to look at this data, filtered or not, in a spreadsheet or image. By left-clicking on the 3 dots at the top right corner of the table widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV. This functionality allows you to shape and model your data for reporting, and importantly to inform your business decisions.