Order Fulfillment Dashboard

🧩 The Challenge

Trevo Logistics Solutions, a trusted name in nationwide delivery for over 20 years, faced a growing challenge: rising order backlogs were threatening customer satisfaction and operational efficiency.

With high demand and complex routing logistics, the company needed a smarter way to monitor fulfillment performance and reduce delays.

🎯 The Solution

I developed an interactive Excel dashboard that provides real-time visibility into Trevo's order fulfillment pipeline.

This tool empowers operations managers to track delays, optimize resource allocation, and proactively address bottlenecks—ultimately improving delivery speed and customer experience.

📦 Dashboard Highlights

Order Status Overview: Visualized completed vs. backlogged orders to assess fulfillment health at a glance.
Driver Delay Analysis: Ranked drivers by average delay to identify training or routing issues.
Route Performance: Compared delays across delivery routes to uncover inefficiencies.
Vehicle Delay Overview: Evaluated delay trends by vehicle type to inform fleet management.
Allocation Rule Performance: Assessed how different vehicle allocation strategies impacted delivery speed.
Customer Feedback Distribution: Displayed sentiment breakdown (positive, neutral, negative) to correlate delays with satisfaction.
Order Timeline Tracking: Used Gantt-style visuals to monitor order progress and detect delivery bottlenecks.
City-Level Delay Insights: Highlighted average delivery delays by city to guide regional improvements.

🧠 Design & Interactivity Features

Dynamic Filtering: Users can filter by driver, route, vehicle type, and delivery city.
Automated Updates: Integrated Power Query for seamless data refresh from backend systems.
Responsive Visuals: Charts and timelines update instantly based on selected filters.
User-Friendly Navigation: Designed with intuitive layout and tooltips for non-technical users.

💡 Impact

This dashboard became a central tool for Trevo's operations team, enabling faster decision-making and more precise resource deployment.

It helped reduce order backlogs, improve delivery timelines, and strengthen customer trust—reinforcing Trevo's reputation for reliability in the logistics industry.

The implementation delivered:

Faster identification of bottlenecks in the delivery pipeline
Improved driver accountability through performance tracking
Better resource allocation across routes and vehicles
Enhanced customer experience through reduced delays
Data-driven decision making for operations managers

🛠 Tools & Technologies

Primary Tools: Microsoft Excel, Power Query

Key Techniques:

Advanced formulas for dynamic calculations
Power Query for automated data refresh
Conditional formatting for visual alerts
Interactive slicers for multi-dimensional filtering
Custom charts and timeline visualizations
DAX-style calculations for performance metrics

📊 Technical Approach

The dashboard was built with a focus on:

Data Integration: Connected multiple data sources through Power Query
Real-Time Updates: Automated refresh schedules for current data
User Experience: Intuitive filters and clear visual hierarchy
Performance Metrics: Custom KPIs aligned with business objectives
Scalability: Architecture supporting growing order volumes