Operations overview
Every card on the Operations overview: Today's AI brief, Needs attention, Today's board, the key numbers, plan usage, fleet status, fulfilment pipeline, delivery performance, fleet condition and the deliveries trend.
On this page
The Operations overview is the home page of the company app: what needs a dispatcher now, how the business is doing and where the fleet is. It needs read access to reports, which every built-in role has (Admin, Operations Manager, Dispatcher, Warehouse Manager, Finance and Viewer). Open it from Operations overview in the sidebar.
Every count on the page comes from your data; clicking a tile or a row opens the list filtered to exactly those records. Links only work for lists your role can open.
At a glance
| Area | What it shows / does |
|---|---|
| Header | Live operations badge, Updated … ago with a refresh button, the period picker (7 days, 30 days, This month). |
| Get set up | The setup checklist for a new company, until it is finished or dismissed. Shown only to people who can do at least one open step (usually admins); the full guide is always at Setup guide. |
| Today's AI brief | Up to five lines, written by AI, on what needs attention today, each linking to the list. Only when AI is on for your company. |
| Needs attention | Tiles for what is waiting, most urgent first. |
| Today's board | Today's order counters, top exceptions and latest orders. |
| Key numbers | Orders, Revenue (invoiced), Collected, Outstanding, Active customers, Drivers on shift. |
| Plan usage | Orders used this period against your plan. |
| Lower cards | Fleet status, Fulfilment pipeline, Delivery performance, Fleet condition, Deliveries trend. |
Roles that dispatch (they can read the fleet or routes) see Today's board before the key numbers; finance-only roles see the numbers first.
Header
- Updated just now / Updated … s ago / … min ago shows when the page last refreshed. The page refreshes by itself; the refresh button reloads now.
- The period picker changes the key numbers and the lower cards (not Needs attention or Today's board, which are always "now"). The choice stays in the address (
?range=30d).
Today's AI brief
When AI is on for your company (plans with the AI assistant: Growth, Pro and Enterprise), the indigo Today's AI brief panel with the AI mark sits above Needs attention: up to five short lines on what to do first today, most urgent first, for example "Decide on the 2 failed attempts: retry, hold or return to sender." or "Assign a driver to the 9 orders waiting for one." Click a line to open the filtered list (orders, exceptions, drivers, invoices or COD cash) it is about.
- Where the lines come from: NemiRoute counts the same things as the tiles and the exceptions queue (failed and late orders with their worst examples, orders without a driver, drivers off shift, driver issues, vehicles behind, lost signal, COD cash overdue, driver documents expiring, failed payments, overdue invoices, plan usage) and the AI only ranks and words them. Every number and link is checked against those counts before the brief is shown; a brief that doesn't check out is never shown.
- What you see depends on your role: the card needs the Reports read permission, and facts behind pages you can't open (invoices, COD, drivers, plan) are left out.
- Once a day: the first person to open the page each day (in your company's time zone) gets a fresh brief; everyone with the same role and language then reads the same one. The footer says when it was written ("Written by AI from the numbers at 07:42 — check before acting"). The tiles below are always live.
- EN / FR: the language of the brief. It starts in your company's language (Settings → General); switching writes the brief in the other language.
- Refresh (the circular arrow) writes a new brief from the live numbers. Three refreshes a day; the footer counts what is left ("2 refreshes left today").
- While the brief is being written a status line reads "Writing today's brief from your live numbers…".
- When there is nothing to report the panel says "Nothing needs attention right now." If the AI fails while it is on, the panel says so with Try again and the tiles below work as usual. When AI is off (your plan has no AI assistant, the month's AI budget is used up, or AI is switched off) the page has no brief panel at all.
Needs attention
Only tiles with something to do are shown, in this order: Running late, Failed attempts, Need a driver, Nobody on shift, Failed payments, Overdue invoices, COD cash overdue, Plan limit. Everything else is listed after All clear:. The line next to the title says how many areas need a look, or "Nothing is waiting on you right now."
| Tile | Counts | Opens |
|---|---|---|
| Running late | Orders past their delivery deadline. | Orders filtered to late. |
| Failed attempts | Failed pickups or deliveries. | Orders filtered to failed. |
| Need a driver | Pending or unassigned orders. | Orders filtered to needs a driver. |
| Nobody on shift | Orders waiting while no driver is clocked in. | Orders filtered to needs a driver. |
| Failed payments | Unpaid invoices with a failed card payment. | Pending and overdue invoices. |
| Overdue invoices | Invoices past their due date (with the amount due). | Overdue invoices. |
| COD cash overdue | Cash held by drivers past the remittance window. | The COD cash tab. |
| Plan limit | 80% of this month's orders used. Shows ! or OK. | Subscription. |
Today's board
Three counters link to the matching orders: Unassigned (need a driver), In progress (accepted through at delivery) and Done today (delivered or completed). Below, switch between:
- Exceptions: the five most urgent items from the exceptions queue with their kind and age, and Open the exceptions queue (…). "No exceptions" when every open order has a driver and is on time and no vehicle needs you.
- Latest orders: Order, Customer, Status, Total and Created. Roles that can't see prices don't see totals.
Key numbers
Each card compares the period with the one before it (the dates are printed above the cards) and shows the change as a percentage with Previous:.
| Card | What it shows |
|---|---|
| Orders | Orders created in the period. |
| Revenue (invoiced) | Amount invoiced, before tax. |
| Collected | Amount paid (tax included), minus refunds and reversed payments. |
| Outstanding | Amount still unpaid on invoices. |
| Active customers | Customers with activity, and the total number of customers. |
| Drivers on shift | Drivers clocked in now, out of your active drivers. |
Plan usage
Shows orders used this period against your plan's limit with a bar, the plan name and either when the count resets, when you will hit the limit at this pace, or that the limit is reached. Plans without a limit say "unlimited". Manage plan (or Upgrade plan near the limit) opens Subscription for roles that can see billing.
Lower cards
| Card | What it shows | Click |
|---|---|---|
| Fleet status | Active vehicles and km left on route; a bar and one row per live status (On route, Delayed, Completed, Idle) with share, km left and vehicles; how many vehicles have live alerts. | A status opens the Live map filtered to it. |
| Fulfilment pipeline | All orders across stages, with tabs Packed (ready for shipment, by order status), Shipped (in fulfilment) and Delivered (delivery outcomes). | Orders opens the orders list; rows on Packed open that status. |
| Delivery performance | Delivered count, On-time rate (with its change against the previous period, rated Excellent / Good / Average / Poor), Route completion (stops done of stops planned), and the on-time rate per service type. | - |
| Fleet condition | Share and count of active vehicles that are Excellent, Good, Service due, Overdue or In workshop. | A condition opens Fleet filtered to it. |
| Deliveries trend | Delivered per day against orders placed (dashed) over the period. | - |
Empty and error states
- Cards with nothing to show say so: "No active vehicles", "No orders yet", "No deliveries or orders in this period".
- A card that can't load shows its own error with a retry button; the rest of the page keeps working.
Good to know
- The tiles and board are the fastest way into filtered lists. To work through problems one by one, see Work the exceptions queue.
- Your morning routine is described in Start your day.
Related articles
- How-toStart your daySee what needs you first on the Operations overview, work through your notifications and choose which alerts reach you.
- How-toWork the exceptions queueOne list of everything that needs a dispatcher now: failed and late orders, orders without a driver, delayed vehicles, lost signal and driver issues. Take, snooze or resolve each one.
- Page guideLive mapEvery part of the Live map: the fleet counters, the selected-vehicle bar, the Active fleet list with search, filter and sort, the map, the orders layer and the actions on a vehicle.
- How-toFind and manage ordersFilter and search the orders list, save views, use the board, and act on many orders at once: assign, print labels, add to a route.
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