Summer '25 Revenova TMS Analytics User Guide

The Revenova TMS Analytics App is a data visualization tool built using Salesforce CRM Analytics (formerly Tableau). It includes four pre-built dashboards to capture some of the basic metrics that matter to logistics businesses. Dashboard examples are provided below.

Install the Revenova TMS Summer ‘25 package before installing the TMS Analytics Summer ‘25 package.

The TMS Analytics Summer ‘25 package does not add new TMS fields to the dataset and/or recipe. Add any new fields as desired in the Data Manager.

The TMS Analytics Summer ‘25 package does not include any major updates to the dashboards.

Contact a Revenova representative for package pricing and licensing information.

Critical Customer Responsibilities

1. Make sure you maintain your security profiles and sharing settings so that the appropriate capabilities and data are exposed to your various user groups.

Salesforce CRM and Platform Online Help

Salesforce provides an extensive library of online text and video describing the capabilities of the Force.com platform and the CRM (and other) products it provides. Please click on the Help links and icons present on every page of the application to access these resources.

Managed Package Installation

Setup

A subscription to the Revenova TMS is required before installing the Revenova TMS Analytics App. Please see the Revenova TMS Installation Guide for instructions to install the Revenova TMS into an existing Salesforce environment.

Obtain the TMS Analytics installation URL and password from your Revenova representative. Log in to the Revenova org.

1. In the upper-right corner of the screen, click the Setup icon.

   1. Navigate to the Users page and find the User record for the person installing the package.

   2. Under the Permission Set Assignments section, click the Edit Assignments button.

   3. Add the CRM Analytics Platform Admin permission set to the Enabled Permission Sets column.

   4. Click Save.

      Assigning the CRM Analytics Platform Admin permission set automatically assigns the CRM Analytics Platform license to the same user.

      The Revenova Finance team must add the CRM Analytics Plus licenses to the org. If not, the CRM Analytics Platform Admin permission set does not exist.

2. Navigate to the Analytics page and select the Getting Started link.

   

   1. Click the Enable CRM Analytics button.

   2. Refresh the browser.

3. From the Quick Find, again search for Analytics and select the Settings link.

   1. Confirm the Enable Data Sync and Connections setting is Checked.

   2. Click Save.

      

4. Navigate to the Data Integration Rules page.

   1. Select Geocodes for Account Shipping Address.

   2. Click the Activate button.

Install

1. Paste the link URL into the address bar and press Enter. (everything after force.com on both the package link and the URL)

   1. Enter the installation key and select Install for All Users. Click Install.

   2. A message displays indicated the Installation completed. An email is sent when the process is complete. Click Done.

      This first installation does not fully install the app. This step creates the permission sets, users, and templates needed to complete the rest of the installation. When the TMS Analytics package appears in the Install Packages list, proceed to the next steps.

2. In the upper-right corner of the screen, click the Setup icon.

   1. Navigate to the Users page and verify that an integration user with the Analytics Cloud Integration User profile was created.

   2. Navigate to the Installed Packages page and confirm TMS Analytics is listed.

      For Production Installation Only

      • Next to TMS package, click Manage Licenses. In the Licensed Users list, click the Add Users button. Assign the Analytics Cloud Integration User.

      • Next to TMS Analytics package, click Manage Licenses. In the Licensed Users list, click the Add Users button. Assign Analytics Cloud Integration User.

   3. Navigate to the Permission Sets page and click the New button.

      

      1. Name the new permission set Analytics Install User and allow the API name to populate in the box below.

      2. Click Save.

      3. In the list of Apps, select the Object Settings link.

         

         1. Assign Read permissions to this permission set for all fields of the following objects. Select the object, then click the Edit button and check the Read box. After enabling, click Save.

            1. Accounts

            2. Equipment Types

            3. Loads

            4. Stops

            5. Transportation Profiles

            6. Users

      4. Navigate to the Users page. Assign the Analytics Install User permission set to the Analytics Cloud Integration User. Click Save.

         

3. From the Quick Find, search for Analytics and return to the Auto-Installed Apps page.

   1. Select the Requests tab and find the TMS Analytics app with a Skipped status.

      1. From the drop-down menu, choose Try Again.

         

      2. Refresh the web browser to monitor the progress of the installation. When the status changes to Success, the app is installed.

         If the App status changes to Failed or Skipped, see Troubleshooting below.

4. Navigate to the App Launcher. Search for and choose Analytics Studio.

   1. On the left side of the screen, select Browse.

   2. Under Apps, select TMS Analytics.

      

   3. Click the Setup menu and select Data Manager.

   4. On the left side of the screen, choose the Connections tab.

   5. Locate the SFDC_LOCAL connection tile. Click the drop-down menu and select Run Now.

      

   6. The object syncing begins and when each completes the Status column displays Successful for each object.

   7. On the left side of the screen, select the Recipes tab.

   8. Locate TMS Analytics All Loads with All Fields. From the drop-down menu, select Run Now.

      

   9. When the recipe completes, the analytics dashboards are ready for use.

If there are issues with the installation process, see the Troubleshooting section below.

Scheduling Data Sync and Recipes

This section should be completed by a user, not a member of the Revenova Team. The setup below is based on user preference for frequency of data pulls.

CRM Analytics jobs involving connections and recipes are separate from org governor limits. Running connections and recipes should not impact non-CRM Analytics features in the TMS.

See Salesforce documentation on CRM Analytics limits for more information.

1. From the App Launcher, search for and open Analytics Studio.

2. Click the Setup gear to open the drop-down menu and select Data Manager.

   

3. On the left side, find the tab for Connections.

4. On the Input tab, find the SFDC_LOCAL connection. Click on the drop-down menu and select Schedule.

   • In the modal, decide how often TMS Analytics collects new data.

   • Click Save.

     

5. From the list of recipes, locate the recipe titled TMS Analytics All Loads with All Fields.

   1. Click the drop-down menu on the right side of the TMS Analytics All Loads with All Fields row.

   2. Select Schedule.

      • Using the modal, set how often the recipe processes the data for the dashboards.

        

Ensure that the recipe is schedule to run AFTER the SFDC_LOCAL connection.

Carrier Total Fields

Some of the Carrier cost and Load Margin fields in various dashboards include Vendor Quotes. It is possible to change the dashboards to only view Accepted Carrier quotes on the Load. The following dashboards include those fields. The steps that follow provide examples for changing the fields displayed in the dashboards.

• Carrier Quote Total (Carrier Quote Only) field

  • Business Overview Dashboard

    • Average Carrier Quote tile

  • Lane Analysis Dashboard

    • Average Carrier Cost, Max Carrier Cost, Min Carrier Cost in the City Lane table.

• Vendor Quote Total (All Accepted Carrier and Vendor Quotes on the Load)

  • Business Overview Dashboard

    • Average Margin Trend chart

    • Average Margin tile

    • Total Cost, Total Margin, Average Margin, Average Margin % in the Customer Account table.

  • Carrier Performance

    • Average Cost column in the City Lane table

    • Total Cost, Total Margin, Average Margin, Average Margin % in the Carrier Account Name table.

  • Sales Snapshot

    • Margin and Margin % in Recent Load Performance.

    • Average Margin % and Average Margin in both the Customer Sales and Carrier Sales tables.

1. Navigate to the Data Manager and select the Connections tab.

2. From the SFDC_LOCAL connection, choose the rtms__Load__c link.

   1. From the Edit modal, search for the following fields. Confirm each are Checked and Check any that are not.

      1. Carrier Quote Total: rtms__Carrier_Only_Quote_Total__c

      2. Invoiced Margin $ (Carrier Only): rtms__Margin_Invoiced_Carrier_Only__c

      3. Paid Margin $ (Carrier Only): rtms__Margin_Paid_Carrier_Only__c

      4. Invoiced Margin % (Carrier Only): rtms__Margin_Pct_Invoiced_Carrier_Only__c

      5. Paid Margin % (Carrier Only): rtms__Margin_Pct_Paid_Carrier_Only__c

      6. Quoted Margin % (Carrier Only): rtms__Margin_Pct_Quoted_Carrier_Only__c

      7. Quoted Margin $ (Carrier Only): rtms__Margin_Quoted_Carrier_Only__c

   2. Click Save.

   3. Return to the Data Manager and select the Recipes tab.

      1. Choose the TMS Analytics All Loads with All Fields recipe.

      2. Click the rtms__Load__c node on the left side of the page.

      3. Once selected, click the Change Columns button in the bottom left corner.

         

   4. From the update Input Columns modal, search and Check the following fields.

      1. Carrier Quote Total: rtms__Carrier_Only_Quote_Total__c

      2. Invoiced Margin $ (Carrier Only): rtms__Margin_Invoiced_Carrier_Only__c

      3. Paid Margin $ (Carrier Only): rtms__Margin_Paid_Carrier_Only__c

      4. Invoiced Margin % (Carrier Only): rtms__Margin_Pct_Invoiced_Carrier_Only__c

      5. Paid Margin % (Carrier Only): rtms__Margin_Pct_Paid_Carrier_Only__c

      6. Quoted Margin % (Carrier Only): rtms__Margin_Pct_Quoted_Carrier_Only__c

      7. Quoted Margin $ (Carrier Only): rtms__Margin_Quoted_Carrier_Only__c

   5. Click Next.

3. Click the Save and Run button in the upper-right corner.

   

   1. Confirm the recipe finishes running before continuing to the next step.

4. Return to the Analytics Studio.

   1. Select Edit from the drop-down for the Business Overview dashboard.

      

   2. Double-click the Average Carrier Quote tile in the top-right corner.

      

      1. Click the row below Bar Length.

      2. In the modal, select the Average tab and choose the Carrier Quote Total field.

         

      3. Click the drop-down menu for the row and choose Rename Column.

      4. Rename the column Average Carrier Quote.

      5. Click Apply.

      6. Click the Update button.

   3. Save the dashboard.

   4. Select Edit from the drop-down for the Carrier Performance dashboard.

   5. Double-click the City Lane table.

      

      1. Click the Average of Vendor Quote Total row under columns.

      2. In the modal, select the Average tab and choose the Carrier Quote Total field.

      3. Click the drop-down menu for the row and choose Rename Column.

      4. Rename the column Average Carrier Quote.

      5. Click Apply.

         

      6. Click the Update button.

   6. Save the dashboard.

Dashboards

1. Business Overview

   

   

2. Carrier Performance

   

3. Lane Analysis

   

   

4. Sales Snapshot

   

   

Build and customize additional dashboards as necessary. View Salesforce Dashboard help for more information.

Dashboard Column Labels

Consult the table below to correct the field labels for each of the four provided dashboards. Enter the corrected field label for each label provided in the table.

1. Click the Edit button in the top left corner of the screen. This opens the dashboard Edit mode.

   

2. Double click on the component (a chart) listed in the second column (Component Name) of the table. This allows for editing the query.

3. Locate each field from the third column (Original Field Label) of the table. Click the drop-down menu button on the right side of the box.

4. In the drop-down menu, select Rename Column.

   

5. Enter the corresponding field from the fourth column (Corrected Field Label) of the table.

6. When the corrected field label is entered, choose Save.

7. Click Update at the bottom of the Query Editor.

8. Click Save in the top-right corner of the screen to complete editing the dashboard.

Sharing Dashboards

CRM Analytics uses a feature called Sharing Inheritance that allows for row-level sharing to respect the sharing settings of an object. Thoroughly test the security inheritance to ensure it works accordingly.

Custom objects cannot be the source of sharing inheritance. Only objects described in the linked documentation below can control the row visibility for users. See the Idea Exchange link for enabling custom objects.

See Salesforce reference on Sharing Inheritance and custom objects (Idea Exchange) for more information.

To share a dashboard, navigate to Analytics Studio.

1. Click Browse on the navigation panel on the left side of the screen.

2. Select Apps at the top of the page.

3. Find TMS Analytics in the table and click the drop-down menu button and choose Share.

   

    

4. In the Sharing modal, select the users to share the dashboards contained in TMS Analytics.

   

5. Add individual users, the entire organization, or other user groups. Click Add for each. In most cases, the Viewer type is selected.

6. When finished, click Save.

Managing Licenses

Revenova TMS Analytics includes two license types.

1. Analytics Studio (Manage, Create, Share the Revenova TMS Analytics package).

2. Analytics View Only Embedded App (View shared dashboards).

Troubleshooting

1. Verify that the TMS Analytics package installed correctly.

   • Navigate to Setup → Apps → Packaging → Installed Packages.

     

     - Verify that the post-install scripts completed. Run the following query in the developer console:

     select id, rtms8__had_error__c, rtms8__process_name__c, rtms8__error_description__c from rtms8__AsyncApexLog__c

   • If the query returns rows, an error has occurred. Read the error description for more information.

2. Check the status of the Revenova Analytics/App Create record. Navigate to Setup → Feature Settings → Analytics → Apps → Auto-Installed Apps.

   • Click the Requests tab.

     

     Find the row for TMS Analytics of Type App Create. Click the drop-down button and select View Log.

     

     

   • If the Log contains a Data Sync failure: - Navigate to App Launcher → Data Manager → Jobs Monitor → Job. Click the error symbol at the top of the screen to see error messages.

     

     - Re-run the connections.

   • Navigate to App Launcher → Data Manager → Connections.

     

     - On the SFDC_LOCAL tab click the drop-down and select Run Now.  - OR, for each failed connection, select it and from the drop-down select Run Now.

3. Verify that the embedded app installed correctly.

   • Navigate to Setup → Feature Settings → Analytics → Apps → Auto-Installed Apps.

     • Click the Requests tab.

       • If the status is Skipped or Failed, click the drop-down button and select View Log.

         

         Failed Log contains:  The integration user does not have access to certain fields. - Return to the profile or permission set created and assigned to the installing user. - Grant Read access for the missing fields listed in the log. - Select the menu button and click Try Again.

       • Navigate to the Profile or Permission Set created for the installing user. Grant read access for the missing fields contained in the log. Select the menu button and click Try Again. Skipped Log contains:

         the 'rtms8__Shipping_Latitude_for_Reports__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User.
         
         the 'rtms8__Shipping_Longitude_for_Reports__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User.

       • Verify the TMS Analytics application license is assigned to the Analytics Integration User. If not, add the license to the user and retry the application installation.

4. Verify the app installed correctly from the Template in Analytics Studio.

   • If the first installation fails, an “Application Failed” email is sent to the installing user. The most likely cause is due to the app attempting to build while the data is still loading from the org into Analytics.

     • Open the data manager and select the Manage Dataflows button on the bottom left side of the page.

     • Check any rows in the Monitor tab for a Warning or Running status.

       

       

     • Follow the steps below for any errors.

       • Allow all rows to finish running.

       • Return to the Analytics studio and delete the TMS Analytics app created previously.

       • Repeat the steps to retry the TMS Analytics app creation process.

     • If no noticeable issues remain and the app still does not install correctly, open a case and escalate the issue to the Revenova product team.