What’s This Guide For?
This guide walks you through Account Health Analytics which is a set of dashboards designed specifically for your internal use as a freight forwarder. It helps you monitor the overall health of your customer accounts by pulling together key signals like shipment activity, platform usage, support tickets, and invoice behavior.
This data is for internal visibility only and is not intended to be shared externally.
Who This Is For
This guide is meant for:
Sales and Account Managers
Operations and customer success teams
🚫 Not for Customer Sharing
This guide contains internal usage data and interpretation tips. It is not meant to be sent to customers, and it does not reflect the customer-facing experience.
Please do not distribute this content externally.
Still Have Questions?
Need help using this feature or want help sharing it with your customers? Please reach out to your Account Manager.