CarrierOS
DB Daily workflow

Dashboard

Read the fleet's operating picture and move quickly to the records needing attention.

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01

What this tab is for

Dashboard is the opening command center. It summarizes included-load revenue, company profit, unpaid driver balances, active loads, availability, receivables, and model or compliance exceptions.

02

How to use it

  1. 1

    Review the four headline metrics for revenue, company profit, unpaid driver balance, and open exceptions.

  2. 2

    Scan Loads in motion for current status, assigned driver and unit, revenue, profit, and the model decision.

  3. 3

    Use Driver and unit availability to see the next open date and last booked destination recorded in CarrierOS.

  4. 4

    Open Model alerts and receivables when a count or balance needs attention.

  5. 5

    Use Add load, Quote a lane, or the panel links to continue the workflow.

03

What to understand

Included loads
Dashboard totals use loads marked for inclusion in the financial model.
Availability
Dates and locations come from CarrierOS records, not live GPS, ELD, or HOS data.
Balances
Earned amounts are reduced only by payments and adjustments recorded in the workspace.
04

Good operating habits

  • Treat Dashboard as a review screen; correct the underlying load, payment, compliance item, or setting rather than trying to edit a total.
  • Investigate exceptions before relying on a margin or unpaid-balance number.