Where to find it: Click Dashboard in the left navigation menu. It is the first item in the nav, above Shipments.
At the top right of the dashboard, use the team filter to focus on one team or view all of your teams at once. If you belong to multiple teams, this controls which team's data is reflected across every panel on the page.
Today's numbers - summary bar
The summary bar at the top gives you a real-time count of what's happening across your book. Click any card to jump directly to a filtered view of the relevant shipments.
Card | What it shows |
Active loads | Total loads currently in progress across all your customers |
Uncovered | Loads with no carrier assigned yet — shows the nearest appointment time so you know how urgent coverage is |
Scheduled today | Loads with a pickup or delivery scheduled today, compared to yesterday's count |
Pickups today | Loads picking up today, compared to yesterday |
Deliveries today | Loads delivering today, compared to yesterday |
Needs attention | Loads with unresolved Major or Critical alerts — highlighted in red when elevated. Click to open a filtered view of every load with an active unresolved alert in those severity levels |
Tenders pending | Tenders awaiting your response — shows how soon the nearest one expires |
Shipment status overview
Shows your entire pipeline in a single bar - from pre-dispatch through to delivered, including exceptions. The breakdown below the bar gives you a count and percentage for each status: Pre-dispatch, In progress, At stop, Completed, and Exceptions.
Alerts
A live feed of unresolved shipment alerts across your book. Each alert shows its severity tag, the alert message, the shipment number, the customer, and the carrier - so you have the context to act without opening the load.
Click any alert to open the shipment it's linked to. Click View all to go to the full Alerts page.
The Alerts page is available under Tools. Until recently, shipment alerts were only visible inside each individual shipment. The Alerts page (Tools → Alerts) now shows every alert across all your loads in one place. You can filter by severity, type, or status, resolve alerts with a reason, unresolve ones closed by mistake, click into alert details, view the linked shipment, and add notes for your team.
Tasks & follow-ups
Shows your open tasks, with overdue ones highlighted. You can tick a task as done directly from the dashboard card without opening the task. Click View all to go to the full Tasks page.
Tasks are new in polt.ai. The Tasks page (Tools → Tasks) keeps track of all your follow-ups without leaving polt.ai. Key things to know:
Tasks have a due date, priority, tags, and one or more assignees - individual people or whole teams
A task can be linked to a shipment, customer, carrier, or quote so the context is one click away
Move tasks from To do → In progress → Done, or close ones that are no longer relevant
Click any task to see and edit everything in one place, and discuss it with your team using notes
The tasks button in the top bar shows your open and overdue tasks wherever you are in polt.ai - tasks follow you around the app
The Tasks page (Tools → Tasks) has three views: All, Assigned to me, and Done.
Financial snapshot
Shows revenue and profitability for your team across a selectable time window — Day, Week, or Month. If you belong to multiple teams, each team's data appears separately in the bar chart.
Metric | What it shows |
Revenue | Total revenue for the selected period vs. prior period |
Gross profit | Total gross profit for the selected period vs. prior period |
Avg GP / Load | Average gross profit per load for the selected period vs. prior period |
The bar chart below shows revenue over the last 7 days broken out by team.
My performance
Shows your individual performance metrics for the current period - scoped to you only, not your team.
Metric | What it shows |
Booked today | Revenue booked today |
Gross profit today | Your gross profit for today |
Gross profit this week | Your gross profit for the current week |
Gross profit this month | Your gross profit for the current month |
Coverage rate today | Ratio of loads covered vs. loads needing coverage today |
Tasks completed | Number of tasks you've completed |
Quote-to-book ratio | Percentage of quotes that converted to booked shipments |
Personal exceptions | Number of exception loads currently tied to you |
Fuel prices
Shows the current national average price per gallon with week-over-week trends, broken out by region. Toggle between Gasoline and Diesel. Click Full report to open the full Fuel Prices tool with the PADD region map and 52-week price history.
Quick actions
Shortcuts for the most common actions in polt.ai - no need to navigate to a specific section first.
New shipment
New note
New document
New LTL quote
New customer
New check call
Report a problem
File a claim