Revenue
Measure the revenue generated by each customer account.
Curated dashboards plus predictive insights that recommend your next move
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.
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.
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.
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.
Explore Custom BI Development
Custom BI Development · Wise BI
Tailored BI engineering — bespoke dashboards, data models and integrations built around your logistics stack.
Insights, playbooks and product thinking from the Wise BI team.
Blogs
What Ocean Freight KPIs can Freight Forwarders Track with a CargoWise BI Dashboard?
Ocean freight managers need more than shipment counts to understand whether operations
Blogs
How does a CargoWise Ocean Freight Insights Dashboard Help Freight Forwarders?
Ocean freight performance can change quickly across trade lanes, customers, ports, and
Blogs
What can Freight Forwarders Track with a CargoWise Consolidation Insights Dashboard?
Moving more cargo through consolidations does not always result in a higher
Blogs
What is a CargoWise Consolidation Insights Dashboard and How does it Help Freight Forwarders?
Freight consolidation can improve space utilization, reduce transportation costs, and help freight
Case Studies
Enhancing Accounts Receivable Visibility for a Multinational Logistics Company
A multinational logistics and supply chain provider, known for its commitment to
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
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
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
Newsletter
From CargoWise Dashboards to Decisions: How is AI Reshaping Logistics Business Intelligence?
Logistics businesses aren't short on data. CargoWise captures information across shipments, customers,
Newsletter
Gain Complete Warehouse Visibility with AI-Powered CargoWise Warehouse Dashboards
Warehouses are no longer just storage facilities. They have become the operational
Newsletter
CargoWise Conversational Business Intelligence: A Smarter Way to Explore Business Data
Every logistics company has questions. Which customers are generating the highest profit?
Newsletter
How is AI-Powered Business Intelligence Accelerating CargoWise Decision-Making?
Every logistics company has data. CargoWise records shipment milestones, financial transactions, warehouse
Browse the full glossary
Glossary · Wise BI
200+ logistics & BI terms explained in plain language — from chargeable weight to demurrage.
Explore every ebook
Ebooks · Wise BI
Deep-dive playbooks on freight analytics, BI adoption and dashboard rollouts — free to download.
Explore every use case
Use Cases · Wise BI
See how teams apply Wise BI across quoting, operations, finance and customer success.
Watch all videos
Videos · Wise BI
Product tours, feature deep-dives and webinar recordings from the Wise BI team.
Learn about Wise BI
About Us · Wise BI
The team building logistics intelligence for freight-forwarders worldwide.
Contact Wise BI
Contact Us · Wise BI
Questions, demos or partnerships — we reply within one business day.
Duty, compliance and clearance visibility for every customs house.
Explore Customs
Customs · Wise BI
Duty, compliance and clearance visibility for every customs house.
Explore Freight Forwarding
Freight Forwarding · Wise BI
End-to-end forwarding analytics across air, ocean and road.
Explore Manufacturing
Manufacturing · Wise BI
Production, inventory and supplier performance on one screen.
Explore NVOCC
NVOCC · Wise BI
Container, slot and vessel analytics for NVOCC operators.
Explore Transportation & Trucking
Transportation & Trucking · Wise BI
Fleet, route and haulage intelligence for transport teams.
Explore Warehousing & Distribution
Warehousing & Distribution · Wise BI
Warehouse throughput, picking and storage insights.
Explore 3PL & Contract Logistics
3PL & Contract Logistics · Wise BI
Multi-client billing, SLAs and operations visibility.
Customer Analysis Dashboard for Logistics Leadership
Analyze customer value across revenue, cost, profitability, workload, and performance trends in one connected view.
The Problem
Why is Customer Value Difficult to Measure Accurately?
Customer information is often reviewed through separate operational and financial reports, making it difficult to understand which accounts create sustainable business value.
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Revenue can be Misleading
High customer revenue does not always result in strong gross profit or healthy margins.
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Costs Lack Customer Context
The cost of serving each customer is difficult to assess when financial and job data remain disconnected.
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Margin Changes are Missed
Improving and declining customer profitability can remain hidden without a year-over-year comparison.
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Workload is Overlooked
Customer job count is rarely evaluated alongside revenue, cost, and profitability.
Solution: Connected customer insight for stronger decisions.
Capability Overview
What this Dashboard Helps You Evaluate?
The Customer Analysis Dashboard brings customer financial results, operational workload, monthly movement, and branch contribution into one executive workspace. Instead of measuring accounts by revenue alone, leadership gains real-time customer intelligence to evaluate profitability, compare operational demand, identify changing margins, and prioritize the relationships that deserve commercial attention.
Customer Economics
Understand the complete financial value of each customer.
Compare revenue and cost- Review gross profit
- Evaluate GP%
Customer Portfolio
Identify which customer accounts contribute the strongest results.
- Rank customer performance
- Compare financial outcomes
- Review customer contribution
Profitability Movement
See how account performance changes over time.
- Monitor the gross profit difference
- Compare against previous-year results
- Review monthly revenue movement
Operational Demand
Measure the workload supporting each customer relationship.
- Track job count
- Compare account activity
- Review branch-wise revenue contribution
Metric Index
Key Performance Indicators
Track customer financial and operational performance from company summary to individual account records.
Revenue
Measure the revenue generated by each customer account.
Cost
Review the cost associated with serving each customer.
Gross Profit
Identify the financial contribution generated after costs.
Profitability Performance
Monitor GP% and track profitability improvements or declines over time.
Job Count
Measure the operational activity associated with each customer.
Revenue Distribution
Track monthly revenue movement and compare revenue contribution across branches.
Who Benefits from this Dashboard?
Designed for Leaders Managing Customer Growth
Executive Leadership
Understand which customers create the greatest long-term business value.
Commercial Leaders
Identify growth opportunities and strengthen customer portfolio strategies.
Finance Leaders
Monitor customer profitability, margins, and financial performance.
Sales & Account Managers
Review customer performance and prioritize high-value relationships.
Make Every Customer Relationship More Valuable
Our Customer Analysis Dashboard connects financial performance, operational activity, profitability trends, and customer contribution into one executive view. Instead of relying solely on revenue, leadership gains real-time customer intelligence to evaluate account performance, identify commercial opportunities, and strengthen long-term profitability.
Key Outcomes:
Compare revenue, cost, gross profit, and GP%.- Monitor customer profitability changes over time.
- Identify your highest-value customer accounts.
- Review customer workload through job count.
- Compare branch-wise customer contribution.
- Track monthly revenue performance.
- Evaluate customer performance against previous periods.
- Use WiseAI to uncover customer trends and commercial opportunities faster.
What's Unique About WiseBI?
"Every customer insight helps build a stronger, more profitable customer portfolio."
- Tracks customer profitability changes alongside revenue trends.
- Connects customer revenue, costs, profitability, and operational activity in one executive dashboard.
- Interactive analysis by customer, branch, metric, month, and reporting year.
- Compares financial and operational performance from a single workspace.
- Pre-mapped with CargoWise customer data to eliminate manual report consolidation.
- Visual customer ranking for faster commercial decision-making.
- Supports customer portfolio optimization through connected insights.
- WiseAI enables natural-language customer intelligence.