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Optimizing for a Bulk Recommendation

This workflow explains how to perform a bulk optimization run across multiple trips, drivers, or both. You can initiate this action from anywhere in the platform—Dispatch, Trips, Drivers, Balance, or directly from the Optym logo button. The system will generate optimized driver-trip pairings using your selected Engine Mode, and results will be shown in the Review Module.

 

Table of Contents

  1. When to Use This

  2. Step-by-Step Instructions

  3. Example KPIs In Review

  4. Tips & Best Practices

 

 

 

When to Use This

  • You want to optimize a group of trips across your network

  • You want to evaluate dispatch scenarios for multiple drivers

  • You need to test a new Engine Mode across a broader population

  • You want to pre-assign trips for the upcoming day or week

 

 

Step-by-Step Instructions

Step 1: Select Your Source

You can start this workflow from any of the following modules (e.g. Dispatch, Trips, Drivers, Balance, Review) by selecting multiple assets or opening the Optymizer Panel.

Dispatch


Trips

 

Drivers

 

Balance

 

Review

 

Or from the Optym logo in the header bar 



Step 2: Select Your Trips and/or Drivers

Use checkboxes or views to select:

  • Just trips

  • Just drivers

  • Or a combination of both

 

Step 3: Configure the Optimization

Once selected, this will launch the Optymizer Panel where you’ll review the selections and configure the engine run.

 

In the Optimizer Panel:

  • Review your selected trips and drivers

  • Choose your Engine Mode (e.g., “Next 3 Trips”, “Default”, or custom) and/or tweak parameters

  • Optionally adjust filters or refresh the selection before starting

Then click Optymize.

 

Step 4: Monitor Progress

You will see a status and progress bar as the system evaluates pairings, scores matches, and builds optimized assignments. This may take a few seconds or minutes depending on volume.

If you are doing a large, bulk optimization you can navigate away from this page and you will receive a notification in-app when the engine run is complete

 

 

Step 5: Review Your Results

Once complete, you’ll receive a notification that can redirect you to the Review Module where you’ll see:

  • All optimized pairings

  • Assignment status

  • Profitability and performance KPIs

  • Warnings or diagnostics (e.g., relay required, missed appointments)

For more detailed information, check out the Review Module Article

You can:

  • Accept individual assignments

  • View results in the Trip or Gantt view
  • Review Alternatives for recommendations

  • Download results

  • Re-run optimization with adjusted logic

  • Push assignments to the TMS

 

 

Example KPIs in Review

Metric

Description

Example

Total Revenue ($)

Combined value of all assigned trips

$202,083

Total Profit ($)

Net profit from all matches

$127,244

Loaded Miles (mi)

Revenue-generating miles

35,698

Deadhead Miles (mi)

Empty miles across all recommendations

7,654

Avg Profit / Driver

Profit per assigned driver

$2,043 / day

Planned Trips

Trips that received a recommended driver

36

Planned Drivers

Trips that received a recommended trip(s)

3

Brokered Trips

Trips that received a brokerage recommendation

6

Relay Created

Trips that a relay/split was recommended

3

Not Matched

Trips/drivers excluded due to constraints

79 trips, 9 drivers

KPIs on Recommendations

  • Deadhead Miles
  • Deadhead Miles %
  • Deadhead Duration
  • Deadhead Duration %
  • Loaded Miles
  • Delays
  • Revenue
  • Profit
  • Profit/Day
  • Fixed Cost
  • Variable Cost
  • Driver Pay

 

Tips & Best Practices

  • Use Balance to guide which zones need optimization

  • Try multiple Engine Modes and compare results

  • Re-run optimization with different filters (e.g., exclude brokers or night drivers)

  • Use Save to TMS after reviewing and finalizing assignments

  • Keep an eye on warnings and diagnostics to improve future runs