Shipment & Volume Analysis Dashboards Overview

Curated dashboards plus predictive insights that recommend your next move

Shipment Performance
Shipment Analysis Dashboard Track shipment volumes, trends, and performance across every business unit. Volume Analysis Dashboard Compare shipment volumes across trade lanes, modes, and reporting periods.
Consolidation
Consolidation Insights Dashboard Monitor consolidation efficiency, container utilization, and potential cost savings opportunities.
Ocean Freight
Ocean Freight Insights Analyze ocean freight performance, costs, and shipment trends by tradelane. Ocean – Total Chargeable Weight by Supplier Compare chargeable weight contributions across ocean freight suppliers and vendors. Ocean LCL Volume vs LCL Shipments Compare LCL shipment counts against total volume for better planning.
Air Freight
Air Freight Insights Analyze air freight performance, costs, and shipment trends by tradelane. Air – Total Chargeable Weight by Supplier Compare chargeable weight contributions across air freight suppliers and vendors.
Revenue Insights
Global Insights Dashboard See revenue, cost, and profit trends across your entire organization. Branch Insights Dashboard Compare revenue and profitability performance across every individual branch location. Country Insights Dashboard Track revenue, cost, and profitability trends across every operating country. Department Insights Dashboard Compare financial performance and profitability across every internal department team.
Product & Freight
Product Insights Dashboard Track revenue and profitability performance across every product and service. Freight & Non-Freight Dashboard Compare freight and non-freight revenue contributions across your whole business.
Profitability
Profit Insights Dashboard Identify your most and least profitable jobs, customers, and lanes. Churned Revenue Dashboard Track lost customers and revenue to catch churn risks earlier. Job Profit Dashboard Break down profitability at the individual job level for accuracy.
Sales Performance
Quotation Dashboard Track quotation volumes, win rates, and pricing performance over time. Sales Target Dashboard Monitor sales performance against targets by team, branch, and period.
Customer Performance
Customer Analysis Dashboard Understand customer contribution, retention, and growth across your whole business. Per Customer Analysis Dashboard Drill into individual customer performance, revenue, and profitability details directly. Customer Insights Dashboard Reveal customer behavior patterns, preferences, and long-term value opportunities clearly.
Customer Behavior
Customer Attrition Dashboard Spot at-risk customers early and reduce preventable churn and loss. New-Customer Insights Dashboard Track new customer acquisition, onboarding, and early revenue contribution trends.
Customer Value
Customer LTV Dashboard Estimate long-term customer value to guide retention and growth investment.
Company Finance Overview
IFRS Balance Sheet View IFRS-compliant assets, liabilities, and equity in one clear place. IFRS Profit & Loss Dashboard Review IFRS-compliant income, expenses, and profitability trends in real time. Balance Sheet Dashboard Track assets, liabilities, and equity across every reporting period clearly. Profit & Loss Dashboard Monitor income, expenses, and net profitability trends across the business.
Receivables
Debtor Dashboard Track outstanding receivables, aging, and collection risk by each customer.
Payables
Creditor Dashboard Monitor outstanding payables, due dates, and supplier payment obligations closely.
KPI & Performance
KPI & Performance Dashboard Track key performance indicators, workflows, and accruals in one view.
Trade & Transport
Trade Lane Dashboard Compare shipment volume, revenue, and profitability across every trade lane. Haulier Dashboard Track haulier performance, costs, and reliability across every transport job.
Port & Customs
Customs Analysis Dashboard Monitor customs clearance timelines, duties, and compliance across all shipments. Port Wise Volume Analysis Dashboard Compare shipment volumes and performance across every origin and destination.
Business Overview
Overall Performance Dashboard See company-wide performance trends across revenue, operations, and customer metrics. Performance Segmentation Dashboard Break down performance by branch, team, customer, and service segment.
Workforce Productivity
Employee Productivity Dashboard Track individual and team productivity, workload, and output over time.
System Usage
User Activity Dashboard Monitor user logins, actions, and engagement across the whole platform.
Transactions
Daily Transaction Dashboard Track daily transaction volumes, values, and trends across every branch.
Inbound
Warehouse Inbound Dashboard Track inbound shipments, receiving times, and dock utilization every day.
Outbound
Warehouse Outbound Dashboard Monitor outbound orders, dispatch times, and delivery accuracy across warehouses.
Warehouse Overview
Warehouse Insights Dashboard See inventory velocity, storage utilization, and throughput across every warehouse.
Picking
Warehouse Picking Dashboard Track picking accuracy, speed, and productivity across every warehouse team.
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Blogs

Insights, playbooks and product thinking from the Wise BI team.

Blogs What is a CargoWise Freight and Non-Freight Insights Dashboard and How does it Help Freight Forwarders Understand Business Performance? Freight forwarders using CargoWise generate a large amount of operational and financial Sep 07, 2026 · 7 min read Blogs How can Logistics Companies Using CargoWise Turn ERP Data into Actionable Business Insights? Every day, logistics companies that use CargoWise generate massive amounts of operational Sep 07, 2026 · 8 min read Blogs Why is Data Visibility Important for Logistics and Supply Chain Companies? “Better decisions start with better visibility.” Logistics and supply chain companies generate Sep 01, 2026 · 8 min read Blogs How can AI-Powered CargoWise BI Dashboards Help Freight Forwarders Turn AI Prompts into Actionable Insights? Freight forwarders already have access to large volumes of CargoWise data across Sep 01, 2026 · 8 min read
Case Studies Enhancing Accounts Receivable Visibility for a Multinational Logistics Company A multinational logistics and supply chain provider, known for its commitment to Jan 07, 2025 · 4 min read Case Studies Custom BI Development for a Leading Middle East-Based Transportation Company About the Company (GETTO) GETTO is a renowned logistics and supply chain Aug 08, 2024 · 2 min read Case Studies Streamlining BI Operations for an Australia-based company with Our CargoWise Expertise About the Company (MEORD) MEORD is considered one of the leading logistics Aug 08, 2024 · 3 min read Case Studies Kickstarting the BI Journey for a UK-Based Supply Chain Brand with Zero Capital Expenditure About the Company (WidTron) WidTron is a progressive business entity whose goal Aug 08, 2024 · 3 min read
Newsletter From Dashboard to Decision Engine: Is this the Next Generation of Logistics BI? Logistics companies already have data on shipment activity, expenses, margins, warehouse performance, Sep 08, 2026 · 5 min read Newsletter How is CargoWise Business Intelligence Reshaping Freight Management for NVOCCs? For an NVOCC, almost every freight movement creates data. Bookings, shipments, containers, Sep 01, 2026 · 5 min read Newsletter CargoWise Debtor Dashboard: Turning Receivables Data into Better Financial Control CargoWise can hold a huge amount of financial information behind every logistics Aug 25, 2026 · 5 min read Newsletter CargoWise Creditor Dashboard: Enhances Accounts Payable Visibility and Creditor Performance Accounts payable can provide valuable insights into a logistics company's financial health. Aug 18, 2026 · 5 min read
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Balance Sheet Dashboard for Your Finance Team

Gain complete visibility into your assets, liabilities, equity, and shareholder funds from one connected financial view.

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WiseBI Balance Sheet Dashboard showing assets, liabilities, equity, and shareholder funds.

The Problem

Why is the Balance Sheet Difficult to Analyze?

Balance sheet data is often spread across account reports, spreadsheets, and financial statements. Manual consolidation slows analysis and makes it harder to understand changes in your financial position.

Solution: Connected intelligence for complete financial visibility.

Capability Overview

What this Dashboard Helps You Analyze?

The Balance Sheet Dashboard connects assets, liabilities, equity, shareholder funds, and account-level balances, helping finance leaders understand financial position, investigate movements, and compare performance across their business.

Financial Position dashboard preview

Financial Position

Understand your overall balance sheet position.

  • Monitor total assets
  • Review total liabilities
  • Track liabilities and equity
Shareholder Funds dashboard preview

Shareholder Funds

Analyze changes in shareholder value.

  • Monitor total shareholder funds
  • Review monthly movements
  • Compare reporting periods
Account Analysis dashboard preview

Account Analysis

Investigate the balances behind financial totals.

  • Review account-level balances
  • Analyze financial categories
  • Track balance changes
Business Comparison dashboard preview

Business Comparison

Compare financial performance across your organization.

  • Analyze department performance
  • Compare branch contribution
  • Filter by company and period

Metric Index

Key Performance Indicators

Monitor assets, liabilities, equity, and shareholder funds from executive summary to account-level detail.

Total Assets

Monitor the overall value of assets across your business.

Total Liabilities

Track financial obligations and liability balances.

Shareholder Funds

Review shareholder funds and monthly movements.

Liabilities & Equity

Understand the overall funding structure of your business.

Account Balances

Drill into financial accounts and balance changes.

Monthly Financial Position

Compare assets, liabilities, and shareholder funds over time.

Who Benefits from this Dashboard?

Designed for Teams Managing Financial Performance

Executive Leadership illustration

Executive Leadership

Understand your overall financial position from one executive view.

Finance Leaders illustration

Finance Leaders

Monitor assets, liabilities, equity, and shareholder funds efficiently.

Financial Controllers illustration

Financial Controllers

Investigate account balances and financial movements in greater detail.

Branch & Department Leaders illustration

Branch & Department Leaders

Understand contributions to shareholder funds across the organization.

Strengthen Financial Control with Connected Balance Sheet Insights

The Balance Sheet Dashboard connects financial position, account balances, and shareholder funds in one executive view, helping leadership understand financial changes and make more informed decisions.

Key Outcomes:

  • Monitor assets, liabilities, and equity from one view.
  • Track shareholder fund movements across reporting periods.
  • Compare monthly asset and liability trends.
  • Investigate detailed account-level balance changes.
  • Compare shareholder funds across departments.
  • Review branch-level shareholder fund contribution.
  • Use WiseAI to investigate financial movements and balance sheet trends faster.
CargoWise Balance Sheet Dashboard preview
WiseBI CargoWise Balance Sheet Dashboard preview

What's Truly Unique About WiseBI?

"Each insight helps finance leaders understand the company's financial position at a glance."

  • Combines assets, liabilities, equity, and shareholder funds in one view.
  • Pre-mapped with CargoWise financial data for faster reporting.
  • Provides account-level visibility behind financial totals.
  • Tracks monthly asset and liability movements.
  • Compares shareholder funds across departments and branches.
  • Supports analysis by financial year, month, and company.
  • WiseAI enables natural-language balance sheet analysis.

Frequently Asked Questions

Track your assets, liabilities, equity, and shareholder funds in one view, while WiseAI helps you investigate financial movements and uncover performance trends faster than manual analysis.

Yes. Review account-level balances and changes to understand what contributes to your overall financial position.

Use department-wise and branch-wise views to identify how different areas of your business contribute to shareholder funds.

Yes. Interactive filters let you analyze balance sheet performance by financial year, month, and company.

Yes. WiseBI connects assets, liabilities, equity, shareholder funds, account balances, and financial trends to help logistics leaders understand their financial position faster.

Ready to gain clearer visibility into your company's financial position?

Book a Free Demo