Self-Service Analytics—Dashboards and Widgets Overview

Pacejet includes user-accessible analytics on the home page (the screen displayed after logging into your Pacejet account or clicking the Pacejet logo on the menu bar). These self-serve analytics comprise dashboards and widgets that present key shipment analytics in various graphs and forms.

Dashboards

The dashboard is a full-screen display that shows various widgets. Four template dashboards are available that cannot be deleted or modified. In addition to these four templates, users can create a dashboard from scratch or clone an existing template. Users can also create additional dashboards to display any available set of widgets.

- At least one dashboard (template or user-created) will be viewable by all roles.
- The Shipments Past 7 Days is the default template.

Roles Assigned to Dashboards

The ability to view and edit items on dashboards is role-dependent.

Examples:

• The shipper role does not see the "Warehouse Activity - Past 31 days" template because it is only viewable by the Administrator role.

• Any user-created dashboards that do not include the role of the shipper are not visible by the shipper role.

Widgets

A widget combines the data source and all available parameters, such as date range, chart type, etc. Pacejet provides a library of available widgets, which can be configured to be displayed in various chart types, including bar charts, area/line charts, and pie charts, as well as data summaries.

The widget areas have a fixed width and either Auto (preselected) or Dynamic (user-selected) height. Users can place as many widgets as they choose in a specific widget area. Each widget assumes the same width as provided by the widget area.

Dashboard Layout Options

When creating or editing a dashboard, there are five layouts to choose from:

1. Accessing the Dashboards

To access the Dashboards page, follow the steps below:

1. From the main landing page (if you are not currently on the main landing page, click the Pacejet icon in the upper-left corner),

2. Click the vertical ellipsis in the upper-right corner (Dashboard Actions) .

3. Click View All Dashboards.

2. Creating Dashboards

Follow the steps below to create dashboards:

1. Do one of the following to create or clone a dashboard:

   • From the main landing page, click the vertical ellipsis in the upper-right corner (Dashboard Actions) . , and then select either Create or Clone.
     The Create new dashboard dialog is displayed.
     You can click the Pacejet logo in the upper-left corner from any screen to return to the main landing page. The Clone option will clone the current dashboard.

   • From the Dashboards page - (refer to Viewing Dashboards (above) to access the Dashboards page), click Create New Dashboard, or to clone an existing dashboard, click the vertical ellipsis by the dashboard you plan to clone . The Create new dashboard dialog is displayed.

2. Populate the fields:

   1. In the Name field, add a name for the dashboard.
      If you selected Clone, the Name field will be populated with the dashboard name you are cloning, followed by "-clone". Click the in the Name field text box to change that name.

   2. Optionally, in the Description field, add a description for the dashboard.

   3. In the Viewers drop-down list, select All Users, By Role, or leave the default, Private.
      If you selected by By Role, follow the two sub-steps below. Otherwise, go to step 4.

      1. In the Select a Role drop-down, select the role that can view the dashboard.

      2. Optionally, click Add to add additional roles.

   4. In the Editors drop-down list, select All Users, By Role, or leave the default, Private.
      If you selected By Role, follow the two sub-steps below. Otherwise, go to step 3.
      If you selected By Role, follow the two sub-steps below. Otherwise, go to step 3.

      1. In the Select a Role drop-down, select the role that can view the dashboard.

      2. Optionally, click Add to add additional roles.

3. Click Ok.
   The new dashboard is displayed in the User Created Dashboard section of the Dashboard page.

3. Adding, Arranging, and Deleting Widgets

This step includes the following:

• Adding Widgets

• Rearranging the Widgets

• Arranging the Layout

• Deleting a Widget

Adding Widgets

Follow the steps below to add widgets to a dashboard:

1. From the Dashboards page (refer to Viewing Dashboards above to access the Dashboards page), in the Name column, click the dashboard name you would like to modify (add widgets).

2. Click Edit.

3. Click Widget Library.

4. Click to add a widget to add to your dashboard.
   Various configuration options are available, depending on widget type. Not all widgets have the same options. For example, some have data ranges, a status option, etc.

5. After the widget appears on your dashboard, in the widget's Configuration section, select the settings for your widget.

6. Click OK.

7. At the top of the screen, click Done.

Rearranging the Widgets

To move widgets around from one column to another, click the mouse and hold over the six-dot symbol, and move the widget to a different column or move it up or down.

Arranging the Layout

To change the layout (columns), click Change Layout and select the column layout design you plan to use. Refer to Dashboard Layout Options (above) for more information about the available dashboard layouts.

Deleting a Widget

1. From the Dashboard page (View All Dashboards), in the User Created Dashboards section, in the Name column, click the link (the name) for the dashboard that contains the widget you plan to delete.

2. In the upper-right corner, click Edit.

3. Click the vertical ellipsis on the title bar for that widget .

4. Click Delete.

4. Working with Dashboards

Setting a Dashboard as Default

To set a dashboard as the default, from the Dashboard page (View All Dashboards), on the row of the dashboard you plan to use as the default, click the ellipsis and select either Set As My Default or Set As Company Default.

Deleting a Dashboard

To delete a dashboard, you must first move the dashboard to the trash can. From the trash can, you can permanently delete the dashboard.

Follow the steps below to move a dashboard to the trash can and then delete it:

1. Do one of the following:

   • From the View All Dashboards page, in the User Created Dashboards section, in the Name column, click the link (the name) for the dashboard you plan to delete. After the dashboard opens, click the vertical ellipsis in the upper-right corner.

   • From the View All Dashboards page, in the User Created Dashboards section, in the row for the dashboard you plan to delete, click the vertical ellipsis at the end of the row.

2. Click Move to Trash Can.

3. At the Pacejet - Move to Trash Can prompt, click OK.

4. In the upper-right corner, click Edit.

5. From the View All Dashboards page, in the User Dashboard Trash Can section, click the vertical ellipsis.

6. Click Delete.

7. At the Pacejet - Delete Dashboard prompt, click OK.
   The dashboard is permanently removed.