Articles
Energy Budget Balance Dashboard
Purpose The Energy Budget Balance dashboard shows a total overview of current budget balances, current year budget sales, and prior year budget sales. A scatter plot of customers with their budget balances and current year budget sales is shown....
Energy Driver Efficiency Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose This dashboard helps measure the efficiency of drivers based on average number of gallons delivered per stop. Dollars/Gallon shows the dollars charged on the ...
Energy Past Due PDOs Dashboard
Purpose The Energy Past Due PDOs tab shows the number of PDOs, the estimated amount of quantity needed, and number of tickets broken out by number of days past due. The PDO Details tab shows the number of tickets and estimated quantity by l...
Energy Position Dashboard
Purpose The Energy Position dashboard can be used to help identify inventory position of Energy products. The Position calculation uses the unreceived amount on Purchase Orders, adds in the amount on hand, and then subtracts the amount committed ...
Energy Tank Locator Dashboard
Purpose The Map of Tanks tab displays the location of tanks with valid latitude and longitude. The Energy Tank Reference tab displays the Energy Tank list. Details This dashboard honors user restrictions based on customer locatio...
Iowa Exported Refund Request Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Iowa Export Refund Request dashboard generates the Iowa Motor Fuel Exported Refund request based on Fiscal Month or Date Range sales. Details Generate...
Tank Delivery History Dashboard
The Tank Delivery History dashboard is based on data from a daily, scheduled extract. Purpose This dashboard displays the number of gallons delivered during a selected date range by tank location and product category. Details Choosing the Locat...
Tank Exception Dashboard
Purpose Based on the selection and frequency for Category or Days Allowed Between service, a listing of tanks that need to have the service category performed display. Details The information for maintenance records is pulled from Tank Hi...