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Reports
Five questions, answered daily
A brokerage owner does not read reports for pleasure. Five questions are worth asking before lunch, and each has one screen that answers it.
The five
Not five dashboards. Five answers.
Concentration
How exposed am I to one customer?
Revenue share with margin beside it — a large account at a thin margin is a different exposure.
Collections
What do I chase this morning?
Who to call, on which invoice, on which container, and what was last promised.
Margin
Which lanes make money?
Broken out by lane, two or three usually pay for the rest.
- Drayage only
What’s about to cost me per diem?
Free time ends on a date. After it somebody pays every day — usually you, by accident. The rebill is built for you.
Demurrage watch
Carrier risk
Who shouldn’t be hauling my freight?
Gaps are facts about your records. Indicators are patterns worth a call. Nothing auto-rejects.
What they look like
One screen, not an export somebody has to pivot
Each row opens the load and the invoice behind it.
GULF COAST IMPORTS41.2%
$ 170,108 · margin 21.4%
DELTA FREIGHT CO18.4%
$ 75,970 · margin 24.9%
HARBOR LANE LOGISTICS12.1%
$ 49,958 · margin 19.8%
Remaining 22 accounts28.3%
1 ACCOUNT ABOVE 40% OF REVENUE
Top three carry 71.7% of the period. The threshold is set per tenant.
Current$ 84,120.00
1 – 30 days$ 41,880.50
31 – 60 days$ 12,405.00
60 + days$ 6,730.75
Call list
GULF COAST IMPORTS$ 4,210.00 · 74 d
INV-2160 · MSMU 461 5308 · last contact 21-AUG
HARBOR LANE LOGISTICS$ 2,520.75 · 63 d
INV-2174 · TCLU 772 9140 · promised 05-SEP, not received
Nobody decides not to chase an invoice. It happens because there was never a list — and by then it is in the sixty-plus bucket, where money stops coming back.
Margin
Averages flatter. Lanes do not.
Across a month everything looks acceptable. By lane, one is usually losing money at volume.
Margin reads the same charges that reach the invoice, so the chassis days count.
Houston → San Antonio26.4%
42 loads · $ 61,180 revenue · $ 16,152 margin
Bayport → Katy22.9%
61 loads · $ 74,420 revenue · $ 17,042 margin
Houston → Laredo8.1%
18 loads · $ 39,600 revenue · $ 3,208 margin
Bayport → Beaumont− 3.2%
11 loads · $ 18,150 revenue · − $ 581 margin
1 LANE NEGATIVE AT VOLUME
Eleven loads run below cost. Every one also raised a negative-margin exception.
Demurrage watch
Free time ends on a date
After it, somebody pays every day. The clock is the same one that drives the two last-free-day exceptions on the operations board.
MSMU 461 5308 · LFD 12-SEP1 DAY LEFT
CAIU 640 1188 · LFD 12-SEPNO CARRIER
MRKU 883 4120 · LFD 09-SEP3 DAYS · $ 585.00
FCIU 771 2205 · empty out2 DAYS · $ 260.00
TCLU 772 9140 · LFD 14-SEP3 DAYS LEFT
$ 845.00 ACCRUED · 2 CONTAINERS REBILLABLE
Rebill builds the per diem accessorial on the load, billed to the party that caused the delay.
$ 845.00
Accrued, on five containers
Illustrative product output — not a customer result
The part that pays for itself is the rebill. Absorbed demurrage is nearly always demurrage that was rebillable and never written down.
The hub
One date range. Nine tabs. Every one exportable.
Set the period once and it holds across every tab.
Overview
Volume, revenue, margin and exceptions for the period.
By role
Profitability
Gross margin by customer, lane and agent.
By role
Commission
Margin share per agent per month, paid and unpaid.
By role
Aging
Both sides — receivables and payables — in the four buckets.
By role
Customer
Volume, revenue, margin, aging and dispute history per account.
By role
Carrier
Loads run, spend, on-time record and compliance state.
By role
Load
Every load in the range, with its charges and its outcome.
By role
Finance
Invoiced, collected, outstanding and written off.
By role
Agent handover
The whole book of one agent, for reassignment. Typing the URL gets the same refusal as not seeing the tab.
Super-admin only
Performance and funnel
Loads, revenue and margin per agent, with the individual book behind each row.
The monthly report
Waiting at the first management sign-in of a new month, not requested three weeks later.
Out of the building
Excel, CSV, and a PDF on your letterhead — what you send a lender is the figure you read.
Margin, aging and commission are each computed in exactly one place. Two implementations of one formula eventually disagree, and the one on screen is always the more flattering.
Elsewhere in the platform
Book a demo
See it against your own containers.
Forty minutes, no slides. Bring one live container and one messy invoice.
What happens on the call
- You send one container number and one invoice before the call.
- We load them in live — your lane, your customer, your accessorials.
- We run the gates against a carrier you choose, and show you what refuses.
- You keep the generated paperwork, whether or not you buy.