Coaching

Coaching Scorecard Guide

The Coaching Scorecard analyzes your daily dispatch data and grades each driver on a 0-100 scale. Use it to identify avoidable yard returns, track improvement trends, and coach dispatchers and drivers with concrete data — no dispatch board required.

Import your daily jobs

Run the scorecard

Coach with AI insights

1. What the Coaching Scorecard Does

The coaching scorecard takes your company's assigned jobs for a given date and scores how efficiently they were dispatched. It looks at the same three factors used in Klau's optimization engine, applied to your actual dispatch plan — not the optimized version.

This gives you a realistic grade on how your dispatchers performed with the assignments they made, and highlights specific areas where improvement would save time and money.

Three Scoring Factors

Yard Trip Efficiency (50%)

What percentage of job-to-job transitions avoided a yard return. Measures both container continuity chains and efficient state-flow sequencing (e.g., dump & return followed by another dump & return needs no yard visit).

Route Compactness (30%)

How geographically tight a driver's route was. Compact routes minimize backtracking and cross-town trips.

Service Productivity (20%)

What percentage of a driver's day is productive service time vs. windshield time (driving). Higher productivity means tighter routes with less wasted travel.

2. Getting Started

Before you can run your first scorecard, you need to configure a few settings and import your first day of job data. Here's the setup checklist:

Set your timezone

Go to Settings → Company and set your timezone. This determines what “today” means for your scorecard dates.

Add your home yard

Go to Settings → Yards and add the address where your trucks start and end the day. Set it as your default yard. The scorecard uses this to calculate route distances and yard return efficiency.

Add dump sites

Go to Settings → Dump Sites and add at least one disposal location. The scorecard needs dump site locations to score dump & return efficiency.

Add your drivers

Go to Settings → Drivers and add your driver roster. The scorecard grades each driver individually, so every driver in your imported data needs a matching record.

Import data and run

Navigate to Coaching, select yesterday's date on the calendar, load your job data (via EnCore or CSV), and click Run Scorecard.

3. Getting Data In

The scorecard needs your assigned jobs for a specific date. There are two ways to get job data into the coaching system:

EnCore Integration (Automatic)

If you use EnCore by Routeware, Klau can pull your service orders automatically. Configure your EnCore credentials in Settings → Integrations, then click “Load Orders from Integration” in the day panel to sync that day's jobs.

CSV Upload (Manual)

Export your daily dispatch from any system as a CSV and upload it through the coaching import wizard. This works with any dispatch software, spreadsheet, or even hand-written logs.

CSV Import Wizard

Click “Upload CSV” in the day panel to open the import wizard. It walks you through four steps:

Upload: Drag and drop your CSV file or click to browse. The wizard shows the required columns you need.
Map columns: The wizard auto-detects your column headers and maps them to Klau fields. Review the mappings and adjust any that were not matched automatically.
Preview: Review the first 10 rows of parsed data. Verify that driver names, job types, and container sizes look correct before importing.
Import: Click to import. You'll see a summary of jobs created, rows skipped, and any new drivers or customers that were created automatically.

Required CSV Fields

driverNamecustomerNamesiteNamesiteAddressjobTypecontainerSize

Optional columns: siteCity, siteState, siteZip

Important: Driver Names Must Match

The driverName column in your CSV is how the scorecard assigns jobs to drivers. If a driver name in the CSV doesn't match an existing driver record, a new driver will be created automatically. Make sure names are consistent between imports.

4. The Coaching Calendar

The calendar is the primary navigation for coaching. It shows a month view starting on Monday, and you select past dates to analyze.

Date Selection Rules

Past dates are clickable — scorecards are retrospective, analyzing work that already happened
Today and future dates are disabled — you can't score a day that isn't finished yet
Month navigation — use the arrows to go back to previous months (you can't navigate past the current month)

Color-Coded Dots

Dates that have already been scored show a small colored dot below the date number. The color indicates the grade for that day:

A grade

B grade

C grade

D / F grade

The Day Panel

When you select a date, the day panel to the right of the calendar shows the status of that date. Depending on the state of your data, you'll see one of these:

No Data

No jobs loaded for this date. You'll see buttons to load from EnCore or upload a CSV.

Has Data, Not Ready

Jobs are loaded but something is missing — usually a default yard or dump site. A yellow warning banner explains exactly what's needed with a link to fix it.

Ready to Analyze

Everything is configured and the date has enough assigned jobs. You'll see a data summary (total jobs, assigned jobs, driver count) and the Run Scorecard button.

Scored

The scorecard has been run. You'll see the score hero card with the grade, score, and factor gauges. Buttons to View Full Report and Re-run Scorecard are available.

5. Running a Scorecard

Once the day panel shows “Ready to analyze”, click Run Scorecard. The analysis looks at all assigned jobs for your company on that date and produces:

An overall company-wide score and letter grade
Per-driver scores with individual grades
Factor breakdowns for each driver
Chain and yard return counts per driver
AI-generated coaching insights (strengths, opportunities, action items)
Route comparison showing before vs. optimized assignments

Requirements

At least 3 assigned jobs for the date
A default yard configured in Settings
At least one dump site set up in Settings
Jobs must have assigned drivers

Readiness Checks

If something is missing, the day panel shows a yellow warning banner explaining exactly what's needed. Common issues:

“No default yard configured”

Go to Settings → Yards, add your yard, and mark it as default. The scorecard needs this to calculate driving distances.

“Not enough assigned jobs”

You need at least 3 assigned jobs for a meaningful score. Load more data from EnCore or upload a more complete CSV.

Idempotent Analysis

Running the scorecard for the same date again updates the existing result — it does not create duplicates. This means you can re-run after importing additional jobs and get an updated score. The calendar dot color will update to reflect the new grade.

6. The Full Coaching Report

After scoring a date, click “View Full Report” to see the complete coaching analysis. The report has three sections:

AI Coaching Insights

Klau uses AI to generate actionable coaching recommendations based on your scorecard results. This is the most powerful feature for coaching-only customers.

Overall Summary

A natural-language summary of the day's dispatch performance, highlighting what went well and what could improve. Use this as a quick talking point in your morning meeting.

Per-Driver Insights

Click any driver's name to expand their individual coaching card. Each card includes:

Strengths

What the driver did well — chains formed, efficient sequencing, compact routes.

Opportunities

Where they could improve — avoidable yard returns, missed chains, backtracking.

Action Item

A specific, concrete “try tomorrow” recommendation the driver can act on.

Route Comparison

The route comparison shows a side-by-side timeline of each driver's actual route versus the Klau-optimized version:

Before (Your Plan): The actual job sequence with yard returns marked in amber
After (Klau Optimized): The optimized sequence showing chains formed and yard returns eliminated
What Changed: A summary box showing yard returns eliminated, chains gained, time saved, and estimated dollar value

If a driver's route was already optimal, you'll see an “Already Optimized” message instead. Use the driver dropdown to switch between drivers.

Factor Breakdown

The factor breakdown shows horizontal bar charts comparing your current score to the Klau-optimized score for each of the three factors. Click the info icon on any factor to see a detailed explanation of how the score was calculated.

7. Understanding Grades

Scores map to letter grades on a standard scale:

A+ / A / A-

90-100: Excellent dispatching. Strong chains, minimal avoidable yard returns, balanced workloads.

B+ / B / B-

70-89: Good dispatching. Some missed chain opportunities but generally efficient routes.

C+ / C / D / F

Below 70: Significant improvement possible. Many avoidable yard returns or unbalanced routes.

Grades Are Relative to Your Operation

A company running 5 trucks in a single city will naturally score differently than one running 20 trucks across a metro area. Focus on your trend over time rather than chasing a specific grade — consistent improvement is what matters.

8. Score Trend & History

Below the calendar, a line chart shows your score trend over the last 90 days. This is the most important view for tracking long-term improvement.

Reading the Chart

Line color: Each segment is color-coded by grade — green for A, blue for B, amber for C, red for D/F
Grade bands: Background shading shows the grade ranges so you can see at a glance where your scores fall
Data points: Each dot shows the score for that day, with the numeric value displayed above
Summary stats: Below the chart, you'll see your average score and the delta from your oldest to most recent scorecard

Tip: Zoom Into the Range That Matters

The Y-axis automatically zooms to your actual score range, so small improvements are visible even if all your scores are in the 70-85 range. This makes week-over-week progress easier to spot.

9. Driver Leaderboard & Trends

The driver leaderboard shows every driver scored in the most recent scorecard. It's your go-to tool for daily and weekly driver coaching conversations.

Leaderboard Columns

Column	What It Shows
Driver	Driver name — click to view their 30-day trend
Grade	Letter grade badge, color-coded by performance
Score	Numeric score (0-100), bold and color-coded
Jobs	Number of assigned jobs for that day
Chains	Container continuity chains formed in their route
Avoidable Returns	Yard returns that could have been eliminated — highlighted in red when greater than zero
Avg (30d)	30-day rolling average score with total scorecard count

Click any column header to sort. Click again to reverse the sort order. The default sort is by score, highest first.

Driver 30-Day Trend

Click a driver's name in the leaderboard to expand their 30-day trend table below. For each scored date, you'll see their grade, score, job count, chains formed, and avoidable yard returns.

Coaching with Data

Use the per-driver trend data in daily or weekly driver meetings. Instead of “you need to be more efficient,” you can say “you had 3 avoidable yard returns on Monday — the 20yd pickup at Site A could have chained directly to the delivery at Site B.”

10. Settings for Coaching

Several settings directly affect scorecard accuracy. Here's what matters and why:

Timezone

Settings → Company. Determines date boundaries. If your timezone is wrong, the scorecard may pull jobs from the wrong date. Set this first.

Default Yard

Settings → Yards. The home yard address is the start and end point for all route calculations. Yard trip efficiency depends on knowing how far each job is from your yard. Required to run a scorecard.

Dump Sites

Settings → Dump Sites. Disposal locations are used to calculate dump & return trip efficiency. Add the landfills, transfer stations, and recycling facilities your drivers use. At least one required.

Drivers

Settings → Drivers. Every driver in your imported data needs a matching driver record. The CSV import will create new drivers automatically if names don't match, but it's better to add them proactively for clean data.

EnCore Integration Settings

If you use EnCore by Routeware, configure your credentials in Settings → Integrations. Once connected, you can pull service orders directly into coaching without CSV uploads. The integration syncs job assignments, driver names, customer names, and site addresses.

11. Subscription & Billing

The coaching scorecard is included with your Klau subscription. There is no separate charge — it is part of the platform.

What's Included

Coaching Dashboard with calendar, score hero, and trend charts
AI-generated coaching insights with per-driver recommendations
Route comparison (before vs. optimized)
Driver leaderboard with 30-day trend tracking
CSV import and integration support for automatic data import
Settings management (yards, dump sites, drivers)
Unlimited scorecard runs

Managing Your Subscription

Visit Settings → Usage & Billing to view your current plan, update payment details, or manage your subscription. Usage information including scorecard run counts is displayed on the billing page.