1. Sales Performance Reports
Monitor sales activities and outcomes across clients, sales reps, and branches.
| Report Type | Description |
|---|---|
| Quote Conversion Rate | % of quotes accepted vs. total sent |
| Revenue by Salesperson | Total revenue generated per sales rep |
| Client Win/Loss Analysis | New clients onboarded vs. lost |
| Quotation Frequency | # of quotes per client, per month |
✅ Helps evaluate your sales funnel efficiency and individual performance.
2. Shipment Operational Reports
Track volume, mode usage, on-time performance, and customer service KPIs.
| Report Type | Description |
|---|---|
| Shipment Volume Report | Total jobs by month, branch, or client |
| Transit Time Performance | Planned vs. actual transit durations |
| Late Delivery Incidents | Track late jobs by vendor or route |
| Mode Split Analysis | % of shipments by sea, air, trucking, or rail |
✅ Great for logistics teams to optimize planning and vendor coordination.
3. Financial Reports
Get a full picture of profitability and financial health.
| Report Type | Description |
|---|---|
| Profit & Loss by Shipment | Revenue - Cost = Profit for each shipment |
| Revenue by Client | Top contributing customers (monthly, quarterly) |
| Vendor Cost Breakdown | How much is spent on which vendor or charge type |
| Accounts Receivable Aging | Track outstanding payments by due period |
| Accounts Payable Aging | Monitor pending payables per provider |
✅ Use these reports to guide pricing strategy, collections, and budgeting.
4. Customer Activity Reports
Understand how your clients engage with your business.
| Report Type | Description |
|---|---|
| Top 10 Clients by Volume | Most frequent shippers or forwarders |
| Inactive Clients | No activity in X days (follow-up needed) |
| Portal Usage Report | Client logins, quote requests, document downloads |
| Quote Request Trends | Seasonality and demand by region or mode |
✅ Helps your sales team focus on relationship management and reactivation campaigns.
5. Custom KPI Dashboard
Freightek allows you to create your own dashboards, combining widgets and filters such as:
Total revenue vs. target
Average margin by route
Shipment count per month
Cost per TEU or per KG
Department efficiency (Quotes/Shipments per user)
✅ Dashboards are role-based, so each department sees only what’s relevant to them.
? Filtering & Export Options
You can filter most reports by:
Date range
Office or branch
Client or sales rep
Freight mode (Air, Sea, Truck, Rail)
Custom tags (e.g., VIP clients, Strategic providers)
All reports can be:
Exported to Excel or PDF
Scheduled to email weekly/monthly
Printed for executive meetings
? Visualization Tools
Most reports include:
Pie charts (e.g., Mode distribution)
Bar graphs (e.g., Monthly volume trend)
Line graphs (e.g., Margin fluctuation over time)
Heat maps (e.g., Route performance)
✅ Interactive graphs make management reviews fast and intuitive.
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