Compare performance across time periods
Compare two periods in Upper by swapping the Dashboard date range or exporting reports for side-by-side review in a spreadsheet — week over week or month over month.
A single week at 92% on-time means little on its own. Measured against the prior three weeks at 88%, it tells you something changed. Upper Route Planner lets you compare two periods by swapping the date range on the Dashboard, or by exporting reports from Analytics and lining them up in a spreadsheet. There is no built-in side-by-side comparison view yet, so both paths rely on you capturing one period, then the other.
Your workspace label may differ. Default delivery workspaces show Driver and Delivery; a service workspace may show Technician and Service (for example, "On-Time Service Rate" instead of "On-Time Delivery Rate"). The steps are the same either way.
Before you start
- Two complete periods. You need dispatched, completed routes in both periods for the comparison to mean anything. A brand-new workspace needs a few weeks of history first.
- Where to work. The Dashboard (home page) gives you KPI cards for a quick visual read. Track → Analytics gives you exportable report tables for a precise, row-level comparison.
Quick comparison on the Dashboard
The Dashboard home page shows five KPI cards and performance charts for whatever date range you pick. Swap the range to read one period, then the other.
Open the Dashboard
Go to the Dashboard home page. You will see the KPI cards at the top: Total Routes Completed, Total Stops Completed, On-Time Delivery Rate, Missed/Skipped Stops, and Average Stops per Route.
Set the date range to your first period
Use the date-range control at the top-right. Presets are Today, Yesterday, 7 days, 30 days, 90 days, and Custom. For a week-over-week read, use 7 days; for month-over-month, use 30 days or Custom.
Note the metrics
Record the KPI card values for this period. A screenshot of the cards is the easiest way to hold the numbers while you switch ranges.
Change the range to your second period
Set the date-range control to the earlier period using Custom (for example, the seven days before last week).
Compare side by side
Put your two sets of numbers next to each other and look for the metrics that moved.
The Dashboard has no 1-year / 365-day preset. For a same-week-last-year comparison, use Custom to set each range by hand.
On the Starter (free) plan the Route Performance and Driver Performance chart sections are blurred behind an Upgrade to View button (PRO badge). The five KPI cards stay visible, so the Dashboard date-swap comparison still works on every plan.
Detailed comparison with Analytics exports
For an exact, row-level comparison, export the same report for each period and open both files in a spreadsheet.
Open Analytics
In the left sidebar, go to Track → Analytics.
Choose your report
Use the View by dropdown to pick a report — for example, Route Plan Summary Report (one row per route) or Route Plan Detailed Report (one row per stop).
Set the first period
Open the Filter panel (filter icon, top-right) and set the Date Range for your first period, then Apply. The date range defaults to the last 7 days.
Export the first period
Click Export (top-right) to open the Export modal. Name the file, choose the format (CSV or XLS — XLS is selected by default), and click Start Export. Optionally tick Send e-mail when Export is complete.
Repeat for the second period
Change the Date Range in the Filter panel to your second period, Apply, then Export again with a clear file name.
Compare in a spreadsheet
Open both files in Excel or Google Sheets and line them up. Use the same report type and the same columns for both exports so the comparison is apples to apples.
Use Customize Columns (the grid icon, top-right) to pick the exact columns you want before exporting, and keep that selection identical for both periods. Column choices persist per report, so once you set them they carry over to your second export.
What to compare
These are the metrics that drive operational decisions across periods:
- On-Time Delivery Rate — service-quality trend (shown as On-Time Service Rate in service workspaces).
- Average Stops per Route — routing density trend.
- Total Stops Completed — volume trend.
- Missed/Skipped Stops — failure trend.
For per-driver trends, the Dashboard's Driver Performance section breaks these out by driver (Routes Completed by Driver, On-time Rate by Driver, Total Stops Completed by Driver, and Average Service time per stop).
Troubleshooting
Related
Compare driver performance across the team
Use the Driver Performance section on Upper's Dashboard to benchmark each driver against the team on routes, on-time rate, stops, and service time.
Create compliance reports
Build compliance records in Upper from the Route Plan Detailed Report (delivery proof) and Driver Timesheet Report (driver hours), then export to CSV or XLS.