In a data-driven world, simply keeping things moving isn’t enough, you also need to be vigilant. Logistics and freight forwarding involve a lot of moving components, so being able to make fast, informed decisions is essential.
Having the appropriate tools to get vital data instantly is crucial for CargoWise users. By combining your data into understandable, actionable insights, BI dashboards help you increase customer happiness, save expenses, and simplify processes.
Let’s look into the Top 10 BI Dashboard Reports that every CargoWise user needs to make smarter, faster decisions for smoother logistics operations. Whether you’re a branch manager, finance lead, or operations director, these reports will empower you to manage your logistics operations with confidence.
1. Shipment Analysis Dashboard:
The Shipment Analysis Dashboard allows you to track shipment volume, job counts, trade lane performance, and regional trends. This dashboard is essential for logistics managers and supply chain analysts who need to improve operational efficiency and reduce costs.
With this dashboard, you can easily spot underperforming areas, track trends in specific regions, and make data-driven decisions to improve your shipping operations. It’s a must-have tool for any CargoWise user aiming to enhance performance and reduce operational costs.
2. Invoicing Speed Report:
Delayed invoices can disrupt cash flow and delay payments, hurting financial stability. The Invoicing Speed Report provides real-time data on how quickly invoices are being generated after shipment delivery, along with the average time taken to collect payments.
This report tracks the efficiency of the invoicing process by department or branch and helps ensure that invoices are being sent out promptly. For branch managers and accounting teams, this report is a crucial tool to maintain steady cash flow, reduce outstanding receivables, and keep operations running smoothly.
3. Vendor Credit Balance Report:
Managing vendor credits efficiently is key to maintaining healthy cash flow and avoiding overpayments. The Vendor Credit Balance Report gives you instant visibility into outstanding vendor credits per shipment and invoice, helping you keep track of all credit balances.
You’ll be able to view total credit balances by supplier or agent and monitor aging balances to ensure credits aren’t left unclaimed. This report helps you optimize payment cycles and avoid financial inefficiencies, ensuring that your accounts payable are always in check.
4. AP Aging Reports:
Managing accounts payable (AP) effectively is crucial for smooth operations. The AP Aging Report categorizes unpaid invoices by account, shipment, and invoice level, giving you a clear, real-time view of due payments.
By identifying overdue invoices and aging balances, accounting teams can make more informed decisions about cash flow management and prioritize payments. For businesses looking to avoid late fees and ensure timely payments to vendors, this report is essential for maintaining financial health.
5. Customer Analysis Dashboard:
The Customer Analysis Dashboard helps you understand customer behavior, track retention, and churn rates, and measure the lifetime value of your customers. By identifying key trends and analyzing customer engagement, this report helps drive loyalty, optimize pricing, and improve customer service.
With this data, sales, marketing, and customer success teams can work more effectively to reduce churn, improve satisfaction, and develop more targeted, data-driven strategies. The Customer Analysis Dashboard is the perfect tool for growing your customer base and ensuring long-term profitability.
6. Revenue and Volume Analysis Dashboard:
To run a successful logistics business, you need to stay on top of both revenue and shipment volume. The Revenue and Volume Analysis Dashboard provides a detailed view of performance, tracking key metrics like revenue and shipment volume across different segments (country, product, branch, department).
This dashboard also highlights trends, patterns, and areas that need improvement, helping you identify revenue leakages and growth opportunities. For CargoWise users looking to boost profitability, this dashboard is essential for making smarter operational and financial decisions.
7. KPI & Performance Dashboard:
The KPI & Performance Dashboard is designed to give you a real-time overview of key operational metrics, especially for air and ocean shipments. This dashboard tracks important KPIs like timely arrivals, cost efficiency, and shipment volume, helping you monitor performance and take corrective action when needed.
For branch managers and logistics directors, having an easy-to-access dashboard that tracks your team’s performance ensures that your operations are always running at peak efficiency.
8. Custom BI Solutions:
Not all logistics businesses are alike. That’s why CargoWise offers custom BI solutions that cater to your unique business needs. With tailored dashboards and reports, you can focus on the metrics that matter most to your business.
Whether you need specific financial reporting, detailed shipment analysis, or a custom KPI tracker, CargoWise offers the flexibility to create dashboards that align perfectly with your operational goals. This customization ensures that your team has access to the right data, in the right format, at the right time.
9. Sales & Finance BI Dashboards:
One of the most significant benefits of CargoWise’s BI dashboards is the ability to see your financial performance at a glance. The Sales & Finance BI Dashboards give you an in-depth view of profitability, cost analysis, and financial trends across your logistics operations.
With real-time access to sales data, payment trends, and financial forecasts, you can make more informed decisions about pricing, costs, and investment. The dashboard also allows you to track expenses by branch, department, and service type, making it easier to optimize spending and maximize profitability.
For financial teams, having a comprehensive, easy-to-digest dashboard that highlights key financial metrics and trends is indispensable. It streamlines budgeting, forecasting, and financial reporting, helping to drive sustainable growth.
10. Freight-Specific Filters for Advanced Data Analysis:
Every logistics business operates differently based on transport modes, trade lanes, and customer types. The Freight-Specific Filters feature in CargoWise allows you to filter data based on transport mode (Air, Ocean, Road, Rail), container type, route, or trade lane.
These filters enable advanced data analysis and help identify trends, obstacles, and areas for operational improvement. Whether you’re a data analyst or freight forwarder, this feature provides complete insights that are crucial for making more informed, strategic decisions.
Conclusion
CargoWise’s BI dashboards are essential tools for modern logistics businesses, enabling users to make real-time, data-driven decisions that optimize operations and improve customer satisfaction. Whether it’s improving invoicing speed, tracking vendor credit balances, or gaining deep insights into customer behavior, the right reports can make all the difference.
By integrating these Top 10 BI Dashboards into your CargoWise system, you can enhance visibility, improve financial management, and simplify your operations. With automated, real-time insights at your fingertips, staying competitive and making smarter decisions becomes second nature.
Ready to optimize your logistics operations with CargoWise BI solutions? Contact us today to learn how these powerful dashboards can take your business to the next level.
