Use the Historical Cycles page to explore previous Smart Order Routing cycles and compare how your rule sets have performed over time. This view helps you analyze trends and evaluate the impact of past strategies. You can filter by date range and click into any cycle to inspect the associated performance metrics.

Key Features

  • View historical rule sets and their associated scores
  • Compare performance across cycles
  • Filter results by date range to narrow your view

Procedure

  1. In the left menu, click Orders > Smart Order Routing. The Smart Order Routing dashboard is displayed.
  2. Click View Breakdown. The Allocation Rules page is displayed.
  3. Click Historical Cycles. The Historical Cycles page is displayed showing a list of past rule cycles.
  4. (Optional) Use the Date Range field to limit results to a specific timeframe.
  5. Click any rule cycle to view its details, including:
    • Score Breakdown
    • Score Comparison
    • Associated rule set