Finance
Sales performance
Every sales agent's delivered loads, revenue and gross margin side by side, ranked, with a six-month trend for each agent.
Sales performance is the leaderboard. It answers who is bringing in margin, and whether each person is getting better or worse. It sits under Finance because it is a money question, asked with the P&L open.
- Where
- Finance → Sales performance (/performance)
- Who can open it
- Reports · view, and one of the roles Owner, General Manager or Finance Manager
- Who can export
- Reports · export
- Ranked by
- Gross margin
- Saves
- Nothing. Exports are audited
Who can see it
This board shows every colleague's earnings side by side, so it is a management view. Sales Managers and Accounts Team members have Reports access but are still turned away here. They see "This board is the whole team's book", with the permission needed (reports.view, whole-team scope), who grants it (the owner or the general manager), and links to the dashboard and load board where their own book is.
Choosing the period
The range buttons in the header pick This month (the default), Last month, Last 90 days or This year. The badge beside the title names the period. The period and the agent you opened are both in the page address, so you can send the board as a link.
What you see
Team figures
| Figure | Meaning |
|---|---|
| Loads delivered | All loads in the period, with how many agents and customers |
| Revenue | Customer rate on priced loads |
| Carrier cost | Carrier rate on priced loads |
| Gross margin | Revenue minus carrier cost, with margin %. Red when negative |
| Average per load | Gross ÷ priced loads, with "N priced · N unpriced" |
Gross by agent
A bar per agent. The agent you have open is highlighted; an agent with negative gross is red.
The Agents table
| Column | Meaning |
|---|---|
| Rank by gross margin | Position and name. Click an agent to open their detail |
| Loads | Loads in the period |
| Revenue | On priced loads |
| Carrier cost | On priced loads |
| Gross margin | Revenue minus cost |
| Margin | Gross as a share of revenue |
| Avg / load | Gross ÷ priced loads |
| Share | The agent's share of the team's gross |
With no deliveries in the period, the table says "Nothing delivered".
One agent's detail
Under the table, the open agent (the leader by default) gets two cards:
- Trend: gross margin for each of the last six months, the six-month gross and load count, and how many months were at a loss. The badge shows their rank.
- Accounts: the customers behind their margin this period, with each one's share and load count.
Export
With Reports · export, the Export menu downloads the leaderboard for the chosen range as CSV, Excel (.xlsx) or PDF. The export is audited.
Related
- Reports: the Agent handover tab for the owner
- Commissions
- Company P&L
- Transfer accounts