Key Functions for Executives

Strategic Overview Tools

1. Revenue, Profit & Growth Dashboards

Access real-time data on:

• Total revenue by month/quarter/year

• Shipment-level profit margins

• Gross margin per customer, mode, or region

• Department or team performance vs. targets

✅ Dashboards auto-update and are filterable by date, branch, or sales rep.

2. Sales Pipeline & Conversion Visibility

Freightek tracks sales activities and outcomes:

✅ Helps CEOs evaluate team performance and sales bottlenecks.

3. Client Performance Insights

View account-based metrics:

• Top 10 clients by volume or revenue

• Client profitability (revenue vs. cost)

• Inactive clients (0 jobs in last 60–90 days)

• Client segment contribution (e.g., Retail vs. Industrial)

✅ Use insights to prioritize client retention and upselling efforts.

4. Operational Output & Risk Monitoring

Track:

• Shipment volume trends by mode or office

• Late delivery or documentation delay rates

• Jobs stuck in process (e.g., Awaiting BL, Overdue POD)

• Status exceptions (e.g., customs hold, late payment)

✅ Ensures issues are escalated early and resources are aligned.

5. Financial Oversight

From Reports > Finance:

• Revenue vs. Cost per shipment

• Monthly P&L per department or product line

• Accounts receivable aging (track unpaid clients)

• Vendor spending summary (identify over-reliance)

✅ Ideal for board meetings and investor updates.

6. Departmental Metrics & OKRs

Set and track goals per department:

✅ Custom dashboards allow setting targets and comparing actuals.

7. Forecasting & Expansion

Use Freightek data to support business scaling:

• Analyze which trade lanes or regions are growing

• Evaluate which service types have highest margins

• Plan headcount and system usage by department growth

• Identify automation or outsourcing opportunities

✅ Historical data supports budgeting and investment planning.