How to Configure the Carrier Comms Dashboard & Scorecards
Learn how to effectively set up and customize your Carrier Comms Dashboard for optimized carrier dispatch communication management.
Written by Jess Hamilton
Updated at October 1st, 2025
Table of Contents
Carrier Assignment
Carriers may only access the CCD for Locations they are assigned to.
In the Supplier view, click the three lines to open the Main Menu, then select My Carriers.
To create a new assignment, click Assign New.
In the pop-out window, select a Carrier from the dropdown menu.
Tip: Only Carriers that already exist in the system are included in the dropdown menu. Navigate to My Carriers in the Main Menu to manage carriers.
Then, use the Available Location(s) list to click one or more Locations. Use the arrows to move the selected location(s) into the Selected Location(s) list, then click Save.
Then, in the Assigned Carriers grid, select the checkmark for Dead Letter Loads to activate the Carrier in the CCD.
Tip: On the Assigned Carriers page, click the “Copy CL Link” button and paste the copied URL into a new browser tab to view the Carrier Lite CCD page for that carrier!
Forecasting Thresholds for Unaccounted Orders
Suppliers can determine the thresholds for forecasted deliveries to generate Unaccounted Orders.
From the Supplier View home page, click the Inventory Management & Forecasting Tile, then click Forecasting Setup.
In the General Information section, set quantity and delivery window buffer values, then click Save to confirm.
Scorecard Setup
First, navigate to the Carrier Comms Dashboard by clicking CCD in the page header. Then, click Scorecard Setup in the top left corner.
General Setup
This section contains a toggle to enable the Carrier Scorecard. Future enhancements may add additional features or settings to this section.
Carrier Grouping
This section allows Suppliers to group how Carriers are organized in the scorecard. To add a new grouping from scratch, make sure Manual is selected and click Add New.
Tip: Only Carriers that already exist in the system can be added to a group. Navigate to My Carriers in the Main Menu to manage carriers.
To set up automatic Carrier Grouping, select Auto. Complete the form and click Submit.
Once configured, the system will calculate the number of loads hauled in the month by each carrier and assign them to the designated tier.
The automatic carrier-tier assignment will occur when the Monthly Scorecard is generated on the first of the month.
Handling Codes
Click Add New to add a new Handling Code.
Saved Handling Codes become selectable options in the Supplier Deviation column in the Weekly Scorecard grids.
Recon Rules
Enable and configure Recon Rules to easily review issues in the Weekly Scorecard.
| Recon Rule | Event Description | Supplier May Customize |
|---|---|---|
| Runout Event | The tank was running below runout level before the carrier delivery. | Runout Level threshold |
| Low Level Event | The tank was running below a set low level before the carrier delivery. | Low level threshold and capacity cutoff in gallons can be set for individual product types |
| Ceiling Cap Breached | The tank inventory went beyond the set ceiling level after the carrier delivery. | Ceiling level threshold can be set for tanks or individual product types |
| Cross Drop Event | Carrier delivery resulted in the wrong product put into a tank. | Inventory delay buffer duration and inventory deviation threshold |
| Delivered Quantity Variance (DVQ) | The carrier has delivered more or less than what was reported on the order. | Thresholds may be set at the global level or by product type |
| Late Deliveries | Drop start time is after the order ETA by a specified amount of time. | Threshold time in minutes |
| Missing Tracking Number | The carrier completed the order but did not provide a Tracking Number. | |
| Product Shortage | The carrier has delivered less than the BOL volume but more than the set threshold. | Threshold value in gallons |
| Overfill Event | The tank was filled over a specified threshold | Threshold percentage value |
| Carrier Non-Responsive | The carrier has not taken timely action on an order where the site is at risk for runout. | Threshold value in hours |
| Missing Load | ATG readings indicate a delivery has been made, but no corresponding load has been completed within a specified time frame. | Threshold value in hours |
| Missing Load Details | The completed order is missing fields. | |
| Lift Inaccuracy |
The carrier has made an unauthorized lift (i.e. not matching the assigned contract).
Note, unauthorized lifts may be tactical (due to unavailability of fuel, terminal outages, etc.) or day deals. |