WHY DID WE CREATE THIS HUB?

We recognize the tremendous value the Insights Dashboard can bring to your business growth, being the only place where you can track your performance, and we want to ensure you fully grasp its potential. 

This hub serves as an educational resource designed to address possible questions, providing clear guidance on how to navigate and utilize the dashboard effectively. By offering a centralized platform for insights, best practices, and feature explorations, we aim to empower you with the knowledge needed to optimize your performance, make informed decisions, and ultimately drive your success.

To head to your Insights Dashboard below, simply Log in to Swoop and head to Insights located at the top level of your navigation bar. 

educational insights

Brief overviews designed to enhanced your understanding of the Insights Dashboard. Click to expand.

How Your Dashboard Has Evolved

We're excited to see you leveraging the powerful features of your new Performance Insights Dashboard! This tool is designed to provide you with more detailed, actionable insights to help you drive your business forward. Here's a quick snapshot of how it compares to your old dashboard, with enhanced user engagement, more comprehensive data, and customizable views that give you the information you need at your fingertips.

Stay ahead of the competition with real-time updates, detailed growth opportunities, and transparent performance metrics.

Old Dash Vs New Dash


Old SP Insights Dashboard vs. New Insights Dashboard

Key Improvements:

  • Dedicated FAQ with updated information and common questions
  • Detailed job volume and earnings insights
  • In-depth analysis of your driver's performance metrics. 
  • Customizable data filters and views
  • Comprehensive growth opportunity insights
  • Detailed dispatch success metrics and comparisons
  • Transparent cost competitiveness analysis
  • Enhanced dispatch transparency with tracking and photo capture
  • In-depth market share insights by rate agreement
  • Continuous improvement with integrated peer feedback
Navigating the Dashboard Tabs

Tab 1: Table of Contents

In order to enhance your dashboard experience, we created a Table of Contents tab. This innovative feature acts as a central hub, allowing seamless access to different sections of the dashboard. Simply click on the desired section within the Table of Contents to be directed to the corresponding tab.

 


Tab 2: Performance Summary 

Provides an overview of your current volume and growth potential and detailed comparisons of key performance metrics (acceptance rate, completion rate, NPS). This section also highlights the gaps between your performance metrics and your competitors' in a simple way. Additionally, we've introduced a new term, Dispatch Transparency, that measures how well you're providing location tracking and photo documentation on your jobs.

 


Tab 3: Volume Insights 

Shows you a full analysis of your market share and key metrics driving your volume. With easy access to the total number of jobs in your territory, you can compare the gap between your Rates, NPS, and Completion Rate with competitors. Gain insights into your in-territory volume to highlight your successes within your designated zip codes.

 

 


Tab 4: Performance Details

Offers a comprehensive analysis of essential metrics to refine your service. Easily track Offer Acceptance rates by agreement and zip code, with time and day filters. View Completion Rates for job status insights and improvement areas. Gain customer satisfaction insights through NPS, detailing ETA accuracy, LBT rates, and feedback categories.

 

 

 


Tab 5: Volume Simulator 

Allows you to simulate changes to key selection metrics and understand how these improvements could have altered your job volume over the last 30 days. The tool shows you an estimate of your potential additional volume by filtering rate agreements and simulating changes to completion rate, NPS, and rate separately.

FYI: Experimenting with the Volume Simulator tool will not impact your actual rates, performance metrics or income. 

 


Tab 6: Driver Performance

Provides you with a raw data table that gives you a comprehensive and filterable view of your drivers' individual job performance

 

 

 


Tab 7: Damage Claims

Here you can access charts with details and statuses of claims in information collection, review, or closed phases. You'll also have the opportunity to view key statistics on your damage rate, claims paid by Agero, total claims costs, and a data table with information on claims made against you that were dismissed by Agero.

 

 

 


Tab 8: Raw Job Data 

This tab showcases all offered jobs (both in and out of territory) that you can review using any one of our 18 filter choices.  

 

 

 


Tab 9: FAQ 

Features updated information and answers to common questions.

 

 

 


*If you're looking to share this information with your drivers/dispatchers/entire staff, you can download and export these results and share the files (pictured below).  

Screenshot 2024-08-05 at 1.55.13 PM (1)

Finding NPS, Completion Rate, Job Acceptance & More

Help me find my Completion Rate, NPS, and Reassign metrics...

These familiar metrics are located in both the Performance Summary and Performance Details tabs. Here, you'll also find a comprehensive comparison of your performance versus your competitors', helping you identify areas of opportunity. 

Take a look below. 

Completion Rate and NPS (3)-1


Help me find my acceptance rate...

Your Acceptance Rate can be found in the Performance Summary tab = Accepted jobs as a percent of all job offers.

If you want to further evaluate your Acceptance Rate metric and all of the factors that go into it - Head over to the Performance details tab to check out your Offer Acceptance stats. The Offer Acceptance section providers a deeper dive into your Acceptance Rate metric including: % of Jobs Accepted (out of total job offers) as well as any jobs that were not accepted and the reasons 'why,' including: Rejected %, Expired % Agero Rejected %

Take a look below. 

Dispatches and Calls


Help me find my Location Based Tracking info...

In the new dashboard, you can track jobs that went En Route and provided GPS data as a percentage of all jobs that went En Route. Unlike the old dashboard, which offered insights into whether LBT was used or not, you can now view this metric broken down by day for more detailed tracking and performance insights.

Take a look below. 

LBT-4


*If you're looking to share this information with your drivers/dispatchers/entire staff, you can download and export these results and share the files (pictured below).  

Screenshot 2024-08-05 at 1.55.13 PM (1)

FREQUENTLY ASKED QUESTIONS

Simply log into Swoop and click on the 'Insights' tab in the main navigation menu at the top of your screen. From there, your Insights Dashboard Table of Contents will automatically load. In the Table of Contents, you can also navigate to the Payments report or check out the Raw Job Data tab (previously called "Reports" within the former Swoop Reporting tab).

Screenshot 2025-02-06 at 12-23-46 PM

1 UPDATED INSIGHTS-4

The Insights Dashboard is your go-to tool for staying on top of your business performance. It’s the only place where you can access a full view of how your team is performing, ensuring you stay on track and competitive in the market. Whether you want to improve key metrics or simply keep an eye on your progress, the dashboard provides everything you need to succeed.

Here’s what you can find: 

  • Performance Summary: Keep your finger on the pulse of your business by tracking essential metrics like completion rate and NPS. Compare yourself with top providers in your area and identify opportunities to improve.
  • Job Volume Insights: Understand how your performance impacts the number of jobs you receive, uncovering opportunities for growth and enabling you to make adjustments that boost your market share.
  • Volume Simulator: Estimate changes in your job offer volume over the past 30 days by simulating improvements to your key performance metrics - providing you with valuable insight based on past trends. 
  • Cost Comparison: Gain clarity on your financials by comparing your costs to competitors, allowing you to make smarter, more informed financial decisions.
  • Driver Performance & Damage Claims: Monitor individual driver performance and track any damage claims

For the Performance Summary and Performance Details Pages:

The selection metrics displayed in these tabs are showing your average values for a single moment in time, as determined by the selected date range (with most recent 30 days being shown by default).

For instance, if looking at April 1 to April 5: Add up all NPS scores from April 1 to April 5, divide that by the number of surveys and you'll get the score shown on your Performance Summary and Performance Details tabs.*

*If your dispatch or survey response count does not meet our minimum required for the lookback period, a default value is used. We also do not count NPS scores where you are not the first provider dispatched.

For the Volume Simulator Tab:

On the Volume Simulator page, the values shown are averages of your daily selection metrics over the past 30 days, where each daily selection metric is calculated using its own lookback period (on each day, we use a Completion Rate lookback period of 45 days and an NPS lookback period of 30 days*).

So you could think of this as a 30-day average of daily averages.

*Consider this: if you viewed your Recent Selection NPS in the Volume Simulator on April 1st, survey scores from as early as 60 days prior would be part of the math. 

*If, on a given day, your dispatch or survey response count does not meet our minimum required for the lookback period, a default value is used.

Auto-Assign is the process we use to digitally offer jobs to providers. You will never receive an auto-assigned job via email or phone call - these jobs typically come through our digital intake channels, such as a customer's mobile app. 

Manual Assign jobs, on the other hand, are offered via email or phone call rather than through the digital auto-assignment system. 

If you're a road-only service provider and notice a small number of "tow" job offers in your Insights report, don't be alarmed. This may happen because: 

1. The job was initially a tow request, but the customer switched to a road-only service.

2. The job was set up as a road service with a possible tow. 

These cases should be minimal. If you see a high number of job offers for services you don't provide, contact the Provider Advocate Group to review your service setup. 

Most pages of the dashboard only show in-territory, auto-assign jobs. The exceptions are driver performance and raw job data which show ALL of your data.

For example, if you were a provider where all of your offers and dispatches were manual assign, then you would only see that data on the driver performance job data tabs. 

NPS is a measure of your customers' satisfaction with the service provided. NPS can be improved by arriving within your ETA, engaging politely with the customer, having a well-maintained truck and/or uniform and other common sense tips.

Note that we do not count NPS scores for jobs where you may be the second provider dispatched. Also also use a placeholder score if your NPS survey response rate is very low.

Check out our recent blog post on NPS for more information on what NPS is, how it's calculated, what we consider a good score and why we choose to use NPS feedback as a measure of job quality.

Dive into the Agero Provider Handbook, particularly pages 18-22, for an in-depth exploration of our community guidelines. Here, we explain how important you are as a crucial part of our brand, highlighting that customer satisfaction/NPS is our top priority for everyone.

Your completion is the percentage of jobs that are given a "Completed" terminal status out of the number of jobs you accept excluding the jobs that are canceled by us or our customers within the first 15 minutes after you accept the job

With completion rate included in Agero selection and responsible, in part, for determining your job volume, understanding how completion rate works is more critical than ever. For a comprehensive guide to improving your completion rate performance, check out this article

If you're looking to re-negotiate your rates with us, please reach out to the Provider Advocate Group. Please note that submitting an adjustment request does not guarantee that you will receive an adjustment. 

If you're looking to modify your territory and change your zip codesplease head on over to PAG. To check out your zip codes in Swoop, read this article that provides detailed instructions on where to find your business details in Swoop. 

"Auto-Rejected" means that you or your dispatcher did not respond to an auto-assigned job before it expired. Expired jobs count as a rejection and negatively impact your acceptance rate. 

A job may be marked as "Agero Rejected" if your response did not meet your acceptance criteria. For example, if you attempted to accept a job but provided an ETA that was too high, we may have rejected the offer. 

ETA Accuracy is based on how closely your Actual Time of Arrival (ATA) matches your provided Estimated Time of Arrival (ETA). 

If your ATA is equal to or earlier than your provided ETA, that job counts toward your ETA accuracy. 

If a job is missing an ATA, it is not included in the calculation. 

Example: If your provide an ETA of 80 mins but arrive in 60 mins, that job contributes positively to your ETA accuracy. 

The formula is: 

(Number of jobs where ATA is less than or equal to ETA) divided by (total jobs with both ETA and ATA recorded). 

If you have any questions in regard to the dashboard drop them here directly to PAG. Use the dropdown on the form labeled 'New SP Performance Insights Report' shown in the video demo here.

Hear from your peers

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Resource Library

Here is where you'll find downloadable guides and videos explaining how the Insights Dashboard works.

Flyer

Download our flyer and post it in your office for a frequent reminder of what the Insights Dashboard offers and how to log in.

DOWNLOAD HERE

Swoop Resource Center

Review help articles on the performance metrics we use for provider selection.

TAKE ME TO SWOOP

Insights Dashboard Webinar

Tune into our Insights Dashboard webinar to discover how to make the most of this powerful tool.

WATCH HERE

haven't found an answer to your question yet?

If you have any questions in regard to the dashboard...