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.
Explore Custom BI Development Custom BI Development · Wise BI

Tailored BI engineering — bespoke dashboards, data models and integrations built around your logistics stack.

Blogs

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 Aug 12, 2026 · 8 min read Blogs How does a CargoWise Ocean Freight Insights Dashboard Help Freight Forwarders? Ocean freight performance can change quickly across trade lanes, customers, ports, and Aug 07, 2026 · 7 min read Blogs What can Freight Forwarders Track with a CargoWise Consolidation Insights Dashboard? Moving more cargo through consolidations does not always result in a higher Aug 06, 2026 · 8 min read 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 Aug 06, 2026 · 7 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 CargoWise Dashboards to Decisions: How is AI Reshaping Logistics Business Intelligence? Logistics businesses aren't short on data. CargoWise captures information across shipments, customers, Aug 11, 2026 · 5 min read Newsletter Gain Complete Warehouse Visibility with AI-Powered CargoWise Warehouse Dashboards Warehouses are no longer just storage facilities. They have become the operational Aug 05, 2026 · 4 min read Newsletter CargoWise Conversational Business Intelligence: A Smarter Way to Explore Business Data Every logistics company has questions. Which customers are generating the highest profit? Jul 29, 2026 · 5 min read Newsletter How is AI-Powered Business Intelligence Accelerating CargoWise Decision-Making? Every logistics company has data. CargoWise records shipment milestones, financial transactions, warehouse Jul 22, 2026 · 4 min read
Browse the full glossary Glossary · Wise BI

200+ logistics & BI terms explained in plain language — from chargeable weight to demurrage.

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Deep-dive playbooks on freight analytics, BI adoption and dashboard rollouts — free to download.

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See how teams apply Wise BI across quoting, operations, finance and customer success.

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Product tours, feature deep-dives and webinar recordings from the Wise BI team.

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Customs

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 Insights Dashboard for Logistics Leadership

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

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WiseBI Customer Insights Dashboard showing customer revenue, gross profit, and business segment contribution.

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.

Revenue Performance dashboard preview

Revenue Performance

Understand overall customer financial performance.

  • Track revenue
  • Review gross profit
  • Monitor GP%
Revenue Composition dashboard preview

Revenue Composition

Understand where customer revenue is generated.

  • Compare companies
  • Review business segments
  • Analyze product contribution
Operational Contribution dashboard preview

Operational Contribution

See the operational activities behind customer revenue.

  • Analyze job-wise contribution
  • Review sub-job distribution
  • Compare operational categories
Service Distribution dashboard preview

Service Distribution

Know how the logistics service mode contributes to customer revenue.

  • Compare transport modes
  • Review logistics products
  • Analyze 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%.

Company Contribution

Compare revenue generated across companies.

Product Contribution

Analyze revenue generated by logistics products and services.

Business Distribution

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

Operational Contribution

Measure revenue generated across jobs and sub-jobs.

Transport Distribution

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

Who Benefits from this Dashboard?

Designed for Leaders Driving Customer Revenue Growth

Executive Leadership illustration

Executive Leadership

Understand where customer revenue is generated across the business.

Commercial Leaders illustration

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:

  • Monitor revenue, gross profit, and GP%.
  • Compare company-wise revenue contribution.
  • Analyze revenue across jobs and sub-jobs.
  • Review business segment contribution.
  • Measure job-wise and sub-job-wise revenue.
  • Compare transport mode contribution.
  • Track monthly revenue performance.
  • Use 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."

  • Integrates customer revenue and gross profit into one executive dashboard.
  • Combines commercial performance with operational contribution.
  • Interactive analysis by company, customer, and reporting year.
  • Revenue analysis across products, business segments, transport modes, jobs, and sub-jobs.
  • Pre-mapped with CargoWise customer data for zero manual report consolidation.
  • Clear visual comparisons for faster commercial analysis.
  • Supports customer revenue optimization through connected business insights.
  • WiseAI 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?

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