Selected vs. Evaluated Dashboards

About the Selected vs. Evaluated Rates dashboards

The Selected vs. Evaluated Rates dashboards provide multiple visualizations to compare selected shipping rates against evaluated alternatives, with categorizations by carrier and service method. Key breakdowns include carriers, service methods, and rates.

There are two Selected vs. Evaluated Rates dashboards:

  1. Selected vs. Evaluated Rates. This dashboard displays selected rates, evaluated rates, and next best evaluated rates, with breakdowns by carrier, carrier service method, carrier type (national vs. regional), service method level (next day, standard, or two day), origin, and destination.
  2. Selected vs. Evaluated Data Export. This data table allows filtering by carrier, carrier service method, and cost per package (CPP). You can export filtered data to a CSV file.

Customer data security

With Shipium’s reporting applications, you can count on your data being secure:

This document provides an overview of the Selected vs. Evaluated Rates dashboards, outlining their functionality, handling of data exceptions, and key definitions. You can refer to the Reporting Product Overview documentation for more general information on Shipium reporting and user roles.

Shipium also offers selected and evaluated rate reporting through Shipium Orca AI Analytics. If you have access to Orca AI Analytics, see the Selected vs. Evaluated Carrier Selections Dashboard for that platform's reporting.

Access the Selected vs. Evaluated Rates dashboards

To access any dashboard, you’ll need to log in to the application:

  1. Go to the Shipium-provided URL.
  2. Log in using your credentials: email, password, and a multi-factor authentication (via phone or email).

Next, you’ll navigate to the dashboard:

  1. After logging in, you’ll use the vertical menu on the left side of the screen.
  2. Go to the folder labeled “Selected vs. Evaluated Rates Dashboards”. You’ll select any of the dashboards nested under this folder to view their particular content.

View Selected vs. Evaluated Rates dashboards

This section includes instructions for each of the Selected vs. Evaluated Rates dashboards as well as default settings, metrics, and data nuances for these reports.

Filters for each dashboard are defined in the following table.

Filter name Description
Selected Carrier ID Name of the shipping carrier for which the label was priced and selected (e.g., USPS, UPS, FedEx)
Selected Carrier Type Categorization of selected carriers as national (serving across the country) or regional (operating in specific regions)
Selected Carrier Service Method The shipping method offered by the selected carrier (e.g., overnight, ground)
Selected Service Level A classification of selected service methods: Next Day, Standard, or Two Day
Next Best Carrier ID Name of the shipping carrier evaluated as next best to the selected carrier (e.g., USPS, UPS, FedEx)
Next Best Carrier Type Categorization of the carrier evaluated as next best to the selected carrier, as national (serving across the country) or regional (operating in specific regions)
Next Best Carrier Service Method The shipping method offered by the carrier evaluated as next best to the selected carrier (e.g., overnight, ground)
Next Best Service Level A classification of service methods for the carrier evaluated as next best to the selected carrier: Next Day, Standard, or Two Day
Origin State The state from which the shipment will be sent (e.g., warehouse, fulfillment center, store)
Destination State The state to which the shipment is sent (e.g., customer’s residence)

Selected vs. Evaluated Rates Dashboard

While the default setting is a rate creation period of the last seven weeks, grouped by week, you can adjust the dates in the top-right corner and apply filters across the top of the dashboard.

For each filter, this dashboard provides the following reports:

You can also click on specific visuals (e.g., Selected Rate vs. Next Best Evaluated Average CPP Over Time) to filter the rest of the dashboard accordingly. For each filter, this dashboard provides the volume mix percentage and the CPP over time.

Selected vs. Evaluated Rates Data Export

Two reports are available – an aggregated table of selected vs. evaluated rates and shipment level details.

As with the Selected vs. Evaluated Rates Dashboard, you can adjust the reporting dates in the top-right corner and apply filters via the drop-downs across the top of the dashboard. You also can view and export two tables, one with aggregated data and one including detailed data at the shipment ID level.

You can export either data table as a CSV or Excel file, with the following restriction:

Default settings

Each dashboard defaults to a rate shop selection period of the last seven weeks, grouped by week. You can adjust the time period filter for any period in the trailing 90 days, up to the most recent Saturday. Other filters available include carrier, carrier service method, carrier type (national vs. regional), service method level (next day, standard, or two day), origin, and destination.

Metrics

The following metrics are provided for the Selected vs. Evaluated Rates dashboards:

Resources

For assistance, reach out to your Customer Success Manager. Response times are typically within 2 to 5 business days.