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Review Module

The Review Module allows you to evaluate optimization results before committing assignments to your TMS. After running an optimization (manual or bulk), this module displays all recommended driver-trip pairings, assignment diagnostics, profit metrics, and alternate options. It’s your final QA checkpoint before operationalizing a plan.

 

Table of Contents

  1. When to Use The Review Module 

  2. Where is the data?

  3. Navigation Overview
    1. Header
    2. KPIs
    3. Recommendations
    4. Recommendation Detail Panel

  4. Tips & Best Practices

 

 

 

When to Use The Review Module

  • After any optimization run (single, bulk, tour, or scenario)

  • To validate assignments before pushing to the TMS

  • To compare alternate driver options for critical loads

  • To evaluate profit, utilization, and deadhead metrics

  • To rerun optimization with adjusted logic if needed

 


 

 

Where is the data?

You can initiate a bulk optimization directly from the Review module if no sandbox exists or delete the previous sandbox and run a new optimization.

The Review module is only populated when you have completed a bulk optimization engine run.

To do this, see the related article: Bulk Optimization

 

 

Navigation Overview

 

  • The module loads automatically after an optimization

  • Or access it from Planning > Review in the Navigation Panel

  • There are Four main componenets and Two main views for DIspatch Optimization:

    • Header
    • KPIs
    • Recommendations:

      • Trips Tab: one row per trip

      • Drivers Tab: one row per driver and their assigned timeline

    • Recommendation Detail Panel

 

Header

Plan Selection

If all options are enabled for your subscription you can toggle between Dispatch Planning, Partial Load Consolidation and LTL Load Consolidation plans with this drop down

 

Delete Plan

The Trash Can (🗑️)  icon removes the current sandbox Plan and opens the Optymizer panel to begin a new optimization

Export and TMS Sync Options

Option

Purpose

Download Report

Exports all assignment recommendations to CSV

Re-Optymize

Re-runs optimization with updated constraints

Save to TMS

Finalizes the plan and pushes assignment recommendtions to TMS

Use Save to TMS only after reviewing and confirming the assignments are valid.

 

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

Diagnostics and Warnings

Click View diagnostics to see why some trips or drivers were not assigned.

Common diagnostic flags:

  • Driver deadhead exceeds threshold (e.g., > 100 mi)

  • Pickup time falls outside available gap

  • Driver unavailable for appointment

  • HOS violation (shift max, rest missing)

  • Relay needed but disallowed in Engine Mode

 

Each diagnostic includes a percentage showing how often that issue blocked assignment.

 

Recommendations

Trips Tab - This tab shows all the individual trip recommendations.  Recommended Tours will still show as a single line for each trip, but selecting any row will auto select all trips associated with the tour.

 

Drivers Tab - This tab shows the same optimization results but in the form of the Driver Gantt Timeline.

 

Recommendation Detail Panel

The Recommendation Detail Panel can be opened by selecting any individual row of the Trips Recommendation Plan.  This will open the Trip Details panel for that recommended assignment.

Click any Trip ID to open the trip detail drawer.

You’ll see:

  • Full stop-level route

  • Net revenue, profit margin, and score

  • Assignment breakdown (driver name, rating, diagnostics)

  • Idle time, deadhead miles, HOS gaps

  • See Alternatives for other top driver matches

 

From there you can interact with the bulk recommendation just as you do for the single trip optimization including viewing diagnostics and viewing additional alternatives.

Alternate Recommendations

Click See Alternatives  and then scroll down in the Trip Detail Panel to view alternative driver options.

Each entry shows:

  • Deadhead miles

  • Profit and margin percentage

  • Compatibility score

  • Appointment window compliance

  • HOS and dwell time evaluations

You can reassign with one click as well as see other effected recommendations from that change in assignment.

 

 


 

 

 

 

 

 

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