Dashboard and Reports

Article information

Audience: Operations Manager, Team Lead, Branch Manager, Accounting
Estimated time: ~3 minutes to select the right article; ~5 minutes for a morning check.
Outcome: Managers know how to use the dashboard for a daily check, and how to read the profitability reports for a periodic review.

Task

When to use

Article

Do a daily check of delayed, at-risk, and pending shipments

Every morning, or whenever workload needs to be redistributed across the team.

Read the freight dashboard

Analyze shipments and profit by customer or salesperson

For a periodic (weekly/monthly/quarterly) commercial or management review.

the shipment profitability report: reconcile revenue, posted vendor costs and company currency before sharing figures

The dashboard and reports are quick-read views, not a place to perform operational actions. When you spot an issue, open the relevant booking or shipment to resolve it.

Tip

Quick checkpoint: Filter Transport Mode = Water when reviewing the sea cluster specifically, then check delayed/at-risk shipments before reading revenue and profit figures.

Common scenarios

Situation

How to handle

Figures do not match expectations.

Check your filters, refresh the dashboard, then open the related shipment to reconcile against source data.

Profit is low or negative.

Review Charges, invoices/vendor bills, pass-through fees, and currency settings.

A delayed or at-risk shipment appears.

Open the shipment, identify the root cause, and assign someone to resolve it the same day.