This dashboard is incredibly useful for spotting early signs of issues or opportunities. It brings together key metrics around shipment volume, invoicing trends, and communication patterns so you can actively stay in the loop with each of your customers.
It gives you the visibility to catch drops in volume or rising costs before they become larger problems. It enables you to proactively manage your invoicing and communication behavior with your customers, ensuring smoother relationships and better planning across logistics and finance teams.
It creates a shared language to collaborate with us- using data to drive conversations around operational improvements, efficiency, and service levels. It also answers these questions:
Is shipment activity slowing down?
Are invoice totals dropping while support requests rise?
Are messages showing signs of stress or dissatisfaction?
Shipment Volume Metrics
These charts track shipment trends over time and compare the most recent 3-month period with the previous one. Each pair of charts shows growth vs. decline in different shipment dimensions.
Shipment Count Decline/Growth
How many individual shipments a customer sent, increasing or decreasing.
What questions it answers
Why are our shipment counts dropping?
We’re shipping more... do we need more support or better rate tiers?
Ocean FCL Volume Decline/Growth
Total volume in full containers (TEUs) going up or down per customer.
What questions it answers
Are we moving less FCL lately? Should we renegotiate space or consider LCL?
More FCL volume could mean we're consolidating well- lets get better rates?
Shipment Volume Decline / Growth
Total cubic meter volume shipped, not just container size but how full they are.
What questions it answers
Our CBM is down... are we sending lighter or fewer goods?
CBM is up... maybe we’re scaling into new markets or launching more SKUs?
Invoicing Metrics
The section helps you understand your financial relationship with your customers by tracking billing patterns and payment behavior. It highlights items like invoice growth or decline and shows average payment delays, allowing you to stay on top of your accounts payable cycles.
This data can reveal whether shipment changes are reflected in billing, flag potential issues with late payments, and support smoother financial planning between logistics and finance teams.
Invoice Payment Behavior
Each customer’s payment behavior, including:
Average payment delay
Invoice amount trends
Company and terms
What questions it answers
Are we paying late and affecting our service terms?
How do payment patterns compare across customers?
Invoicing Decline/Growth
Shows customers with decreasing or increasing invoiced amounts.
What questions it answers
If our invoices are declining, is it due to fewer shipments or negotiated discounts? Invoice growth might reflect more shipments or higher-value freight.
Account Outreach
Summary In-App Messaging Utilization
Volume of messages sent through the platform, split between internal users (AMs, ops) and C2 customers.
What questions it answers
Are we using in-app messaging to its full potential for faster support?
Why did our message count spike in late April — was there a disruption?
Account-Based In-App Messaging
Each message thread: sender, email, organization, and date created.
What questions it answers
Which team members are reaching out the most, and about what?
Do we have consistent POCs managing our logistics operations?
Customer Message Sentiment Analysis
Summary In-App Messaging Utilization
Breakdown of message tone across all communications:
Routine
Neutral/Informational
Negative/Frustrated
What questions it answers
How do we communicate- are our messages neutral or problem-based?
If a high percentage is negative, it may point to missed expectations or communication gaps.
Account-Based In-App Messaging
Grouped themes that contribute to message tone:
Positive: timely support, problem-solving, agent recognition
Neutral: shipment updates, inquiries
Negative: shipment delays, document issues
What questions it answers
Can we reduce delay-related frustrations by enabling notifications or alerts?
Are we recognizing great service from our side enough?