The Performance Assessment module in Route Planner On-demand enables post-dispatch analysis by comparing manually planned routes with system-optimized alternatives, either on a scheduled basis or through ad hoc reviews. This feature provides valuable insights into how the optimization engine is utilized, helping identify cost efficiencies, operational gaps, and potential savings. It includes tools for historical performance assessment, route comparison, and visual analytics to support informed decision-making and continuous improvement.
Accessing the Module
Access to the Performance Assessment module requires a paid subscription. Once enabled, you can navigate to it from the main system menu by selecting Performance Assessment to view and expand its available options.
Scheduling a Performance Assessment (Automated/Recurring)
Use this method to schedule optimizations automatically at defined intervals.
Viewing and Managing Schedules
In the sidebar, click Performance Assessment > Schedule.
All scheduled assessments are listed in a table, displaying key details.
Adding a New Schedule
To add a new Performance Assessment Schedule:
Click Add Performance Assessment Schedule to start creating a schedule.
Select the vehicles you want to include in the assessment (click Select All, None or pick individually).
Set a preexisting Optimization Profile: Choose the routing logic to utilized.
Use Territory With Optimizer: Select a territory if required.
Click Enabled to activate the schedule.
Select a Start Date: Set the date you wish for the scheduled assessment to start.
In Execution Time, select the time of day for the scheduled to be run.
Select an End Date: Set the date you wish for the scheduled assessment to end.
Select the Start Date Offset. For example, choose “Active Day,” “Active Day - 1,” etc.
Select Filters: (Optional). Filter by Pickup, Arriving Early or Routed Shipments if you want to analyze a subset.
Starting in version 25.10, you can Include 3rd Party Shipments in manual and scheduled assessments when Fleetlink is enabled. Click the option to activate it. Third-party shipments are excluded by default.
In Days of Week, select the days you want the schedule to run (for example, Monday through Friday).
Click Add to save the new schedule. You'll return to the Schedule section, where you can view the newly created schedule and past performance assessments.
You can view executed performance assessments in the Assessments section.
To edit an existing schedule:
Click the Edit button next to the schedule you want to modify.
Update the desired options and settings.
Click Edit to save the updated schedule.
To delete an existing schedule:
Select the schedule by clicking its checkbox.
Confirm your selection by checking "I have verified this information to be correct."
Click Delete to permanently remove the schedule.
Running a Manual Performance Assessment (Ad Hoc)
Use this option to perform a one-time analysis for a specific day, vehicle group, or shipment filter.
To run a Manual Performance Assessment:
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From the main menu, go to Schedules > Performance Assessment > Manual.
In the Available Vehicles panel, choose individual vehicles or use Select All/None to quickly update the selection.
Set Optimization Profile: Choose the routing logic that best fits the target analysis.
If applicable, click Use Territory With Optimizer and select the desired territory.
Use the From/To Delivery Date fields to specify the planning days to be assessed.
Apply shipment Filters (optional) to narrow focus of shipments.
Starting in version 25.10, you can Include 3rd Party Shipments in manual and scheduled assessments when Fleetlink is enabled. Click the option to activate it. Third-party shipments are excluded by default.
Click Execute to start the process. A confirmation message will appear, indicating the assessment has started and showing any current running assessments.
Once the Performance Assessment(s) have been completed, its results will be visible in the Assessments section.
Viewing and Comparing Assessment Results
All assessments—whether triggered manually or scheduled—are accessible within the Assessments module.
To view completed or recent assessment runs:
Navigate to Schedules > Performance Assessment > Assessments. Here, you’ll find a list of assessments showing delivery dates, optimization profiles, and user details.
Click the folder icon next to any assessment to open its detailed results page. This page includes a summary table comparing the “Original Delivery Day” (manual plan) and “Optimized Delivery Day” (optimized what-if scenario).
Visualize and Compare Plans: Click the folder icon to explore the List of plans section to view detailed routes, stops and map overlays of each scenario. You’ll see both route lists and a visual map comparison, highlighting differences in total routes, stops, distance and duration.
Notes and Tips
Review Process: Both manual and scheduled assessments follow the same review procedure, with the only difference being how they are initiated.
Audit Trail: Each assessment logs user actions and configuration details for traceability.
Search and Filter: Use the built-in filters or search function to efficiently locate and review past assessments.
Cleanup: Assessments can be deleted after verification if removal is necessary.
Data Integrity: All assessment data is read-only and does not impact live operational systems.
Note: If you do not see the Performance Assessment module, contact your system administrator to ensure the feature is enabled and your role is authorized for access.