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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New Customer Insights Dashboard for Logistics Leadership

Gain a complete view of your new customer revenue, profitability, and growth contribution from one dashboard.

Contact Us
WiseBI New Customer Insights Dashboard showing new customer revenue, gross profit, and growth trends.
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The Problem

Why is New Customer Performance Difficult to Measure?

New customer performance is often tracked across disconnected financial and operational reports, making it difficult to understand whether new business is generating profitable and sustainable growth.

Solution: Clear insight into new customer profitability.

Capability Overview

What this Dashboard Helps You Analyze?

The New Customer Insights Dashboard combines customer acquisition performance, financial results, and operational activity into one executive workspace. Instead of reviewing separate customer and financial reports, leadership gains real-time visibility into how new customers contribute to revenue, profitability, operational activity, and business growth.

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Customer Growth dashboard preview

Customer Growth

Measure the financial contribution of newly acquired customers.

  • Checkmark iconTrack revenue
  • Checkmark iconReview cost
  • Checkmark iconMonitor gross profit
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Profit Performance dashboard preview

Profit Performance

Understand the quality of new customer growth.

  • Checkmark iconEvaluate GP%
  • Checkmark iconCompare financial returns
  • Checkmark iconMonitor margin performance
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Growth Trends dashboard preview

Growth Trends

Track how new customer performance changes over time.

  • Checkmark iconReview monthly revenue trends
  • Checkmark iconCompare reporting periods
  • Checkmark iconMeasure customer growth
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Operational Performance dashboard preview

Operational Performance

Identify the activities supporting new customer success.

  • Checkmark iconAnalyze job-level contribution
  • Checkmark iconCompare product performance
  • Checkmark iconReview customer rankings

Metric Index

Key Performance Indicators

Track the financial and operational performance of newly acquired customers from summary to job-level detail.

Financial Performance

Track revenue, cost, gross profit, and GP% for newly acquired customers.

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Customer Count

Monitor the number of new customers contributing to business growth.

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Revenue Trends

Review revenue trends across reporting periods.

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Customer Ranking

Identify the highest-performing new customer accounts.

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Job-Level Contribution

Analyze revenue generated across different job levels.

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Product Performance

Compare new customer revenue across products and operational categories.

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Who Benefits from this Dashboard?

Designed for Teams Driving New Business Growth

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Executive Leadership

Understand how newly acquired customers contribute to long-term business performance.

Sales & Commercial Leaders illustration

Sales & Commercial Leaders

Evaluate the quality of new customer acquisition and identify growth opportunities.

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Finance Leaders

Monitor revenue, cost, gross profit, and profitability from new customer business.

Operations Leaders illustration

Operations Leaders

Understand how operational activities support new customer success.

Measure the Success of New Customer Growth

Our New Customer Insights Dashboard connects customer acquisition, financial performance, operational contribution, and growth trends into one executive view. Instead of measuring success by customer count alone, leadership gains real-time visibility into revenue, profitability, and operational activities.

Key Outcomes:

  • Checkmark iconMonitor revenue, cost, gross profit, and GP%.
  • Checkmark iconTrack new customer growth over time.
  • Checkmark iconIdentify your highest-performing new customers.
  • Checkmark iconAnalyze revenue across job levels.
  • Checkmark iconCompare product and operational contribution.
  • Checkmark iconReview monthly customer performance trends.
  • Checkmark iconEvaluate customer acquisition quality.
  • Checkmark iconUse WiseAI to uncover new customer growth opportunities faster.
CargoWise New Customer Insights Dashboard preview
WiseBI CargoWise New Customer Insights Dashboard preview

What's Unique About WiseBI?

"Every new customer insight helps build stronger and more sustainable business growth."

  • Checkmark iconIntegrated customer acquisition performance with financial and operational insights.
  • Checkmark iconUnifies revenue, cost, profit, and customer metrics.
  • Checkmark iconInteractive analysis by company, year, metric, and business category.
  • Checkmark iconCompares customer performance across job levels and products.
  • Checkmark iconPre-mapped with CargoWise data for zero manual report consolidation.
  • Checkmark iconHighlights top-performing new customers through interactive ranking.
  • Checkmark iconTracks customer growth trends through monthly performance analysis.
  • Checkmark iconWiseAI enables natural-language new customer analysis.

Frequently Asked Questions

You can compare revenue, cost, gross profit, and GP% to understand the financial quality of each new account.

Customer rankings help you identify the accounts generating the strongest revenue and financial contribution.

Yes. The monthly trend view shows how new customer revenue develops throughout the reporting year.

Job-level and product-level views show which services and activities contribute most to new customer performance.

Yes. WiseAI helps you ask natural-language questions, compare customer results, and explore revenue and profitability trends faster.

Ready to measure the true value of your new customers?

Book a Free Demo