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 CargoWise + Power BI: A Better Way to Analyze Your Logistics Data Here’s something most logistics leaders already know but don’t often say out Sep 17, 2026 · 8 min read Blogs What Business Problems can CargoWise BI Dashboards Solve for Freight Forwarders? Your CargoWise data may show growth, but is that growth actually profitable? Sep 15, 2026 · 7 min read Blogs How do BI Dashboards Simplify MIS Reporting for Freight Forwarding Businesses? "Most decision makers are still making today's decisions using yesterday's information." This Sep 15, 2026 · 7 min read Blogs Power BI Header Icons Explained: What they Mean and How to Use them Power BI reports are designed to help users move from a high-level Sep 15, 2026 · 9 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 Production Data to Decisions: How is BI Changing Manufacturing Operations? A modern manufacturing floor creates data almost every second. Machines generate performance Sep 16, 2026 · 5 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
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Customer Insights Dashboard for Logistics Leadership

Track your customer revenue across services, operations, and business segments in a single, integrated view.

Contact Us
WiseBI Customer Insights Dashboard showing customer revenue, gross profit, and business segment contribution.
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The Problem

Why is Customer Revenue Difficult to Understand?

Customer revenue is often spread across multiple operational and financial reports, making it difficult to understand which services, products, and business activities contribute the most.

Solution: Real-time insight into customer revenue performance.

Capability Overview

What this Dashboard Helps You Analyze?

The Customer Insights Dashboard combines customer revenue, gross profit, business contribution, and operational activity into one executive workspace. Instead of reviewing disconnected reports, leadership gains real-time visibility into where customer revenue is generated, how it is distributed, and which business areas drive commercial performance.

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Revenue Performance dashboard preview

Revenue Performance

Understand overall customer financial performance.

  • Checkmark iconTrack revenue
  • Checkmark iconReview gross profit
  • Checkmark iconMonitor GP%
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Revenue Composition dashboard preview

Revenue Composition

Understand where customer revenue is generated.

  • Checkmark iconCompare companies
  • Checkmark iconReview business segments
  • Checkmark iconAnalyze product contribution
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Operational Contribution dashboard preview

Operational Contribution

See the operational activities behind customer revenue.

  • Checkmark iconAnalyze job-wise contribution
  • Checkmark iconReview sub-job distribution
  • Checkmark iconCompare operational categories
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Service Distribution dashboard preview

Service Distribution

Know how the logistics service mode contributes to customer revenue.

  • Checkmark iconCompare transport modes
  • Checkmark iconReview logistics products
  • Checkmark iconAnalyze service mix

Metric Index

Key Performance Indicators

Track customer revenue performance from company summary down to product and job-level detail.

Revenue Performance

Track customer revenue, gross profit, and GP%.

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Company Contribution

Compare revenue generated across companies.

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Product Contribution

Analyze revenue generated by logistics products and services.

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Business Distribution

Compare revenue across freight, non-freight, warehouse, and other business segments.

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Operational Contribution

Measure revenue generated across jobs and sub-jobs.

KPI dashboard illustration

Transport Distribution

Compare customer revenue across sea, air, road, courier, rail, mail, and other transport modes.

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Who Benefits from this Dashboard?

Designed for Leaders Driving Customer Revenue Growth

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Executive Leadership

Understand where customer revenue is generated across the business.

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Commercial Leaders

Identify products, services, and business areas creating the greatest revenue opportunities.

Finance Leaders illustration

Finance Leaders

Monitor revenue, gross profit, and margin performance across customer operations.

Operations Leaders illustration

Operations Leaders

Understand how operational activities contribute to customer revenue.

Know What Drives Customer Revenue

Our Customer Insights Dashboard connects customer revenue, gross profit, operational activity, products, business segments, and transport modes into one executive view. Instead of reviewing isolated revenue reports, leadership gains real-time customer revenue intelligence to understand commercial performance, identify growth opportunities, and make better business decisions.

Key Outcomes:

  • Checkmark iconMonitor revenue, gross profit, and GP%.
  • Checkmark iconCompare company-wise revenue contribution.
  • Checkmark iconAnalyze revenue across jobs and sub-jobs.
  • Checkmark iconReview business segment contribution.
  • Checkmark iconMeasure job-wise and sub-job-wise revenue.
  • Checkmark iconCompare transport mode contribution.
  • Checkmark iconTrack monthly revenue performance.
  • Checkmark iconUse WiseAI to uncover customer revenue trends faster.
CargoWise Customer Insights Dashboard preview
WiseBI CargoWise Customer Insights Dashboard preview

What's Unique About WiseBI?

"Every revenue insight helps uncover new opportunities for business growth."

  • Checkmark iconIntegrates customer revenue and gross profit into one executive dashboard.
  • Checkmark iconCombines commercial performance with operational contribution.
  • Checkmark iconInteractive analysis by company, customer, and reporting year.
  • Checkmark iconRevenue analysis across products, business segments, transport modes, jobs, and sub-jobs.
  • Checkmark iconPre-mapped with CargoWise customer data for zero manual report consolidation.
  • Checkmark iconClear visual comparisons for faster commercial analysis.
  • Checkmark iconSupports customer revenue optimization through connected business insights.
  • Checkmark iconWiseAI enables natural-language customer revenue analysis.

Frequently Asked Questions

Compare revenue across logistics products, transport modes, and business segments to identify the strongest contributors.

Yes. The dashboard breaks revenue down by company, product, business segment, transport mode, jobs, and sub-jobs.

Yes. Monthly revenue, gross profit, and GP% help you track commercial performance across reporting periods.

Job-wise and sub-job-wise views help identify the operational functions generating the greatest customer revenue.

WiseAI helps you investigate revenue trends, identify business opportunities, compare commercial performance, and ask questions using natural language.

Ready to understand what drives your customer revenue?

Book a Free Demo