Financial Performance
Track revenue, cost, gross profit, and GP% for newly acquired customers.
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.
New Customer Insights Dashboard for Logistics Leadership
Gain a complete view of your new customer revenue, profitability, and growth contribution from one dashboard.
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.
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Customer Growth Lacks Visibility
It is difficult to see how newly acquired customers contribute to overall business performance.
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Revenue Doesn't Show Profitability
Strong customer revenue may not always translate into healthy gross profit or margins.
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Operational Contribution is Unclear
Jobs and products supporting new customer growth are often analyzed separately.
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Growth Trends are Difficult to Monitor
Monthly customer performance requires multiple reports before meaningful insights can be identified.
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.
Customer Growth
Measure the financial contribution of newly acquired customers.
Track revenue- Review cost
- Monitor gross profit
Profit Performance
Understand the quality of new customer growth.
- Evaluate GP%
- Compare financial returns
- Monitor margin performance
Growth Trends
Track how new customer performance changes over time.
- Review monthly revenue trends
- Compare reporting periods
- Measure customer growth
Operational Performance
Identify the activities supporting new customer success.
- Analyze job-level contribution
- Compare product performance
- Review 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.
Customer Count
Monitor the number of new customers contributing to business growth.
Revenue Trends
Review revenue trends across reporting periods.
Customer Ranking
Identify the highest-performing new customer accounts.
Job-Level Contribution
Analyze revenue generated across different job levels.
Product Performance
Compare new customer revenue across products and operational categories.
Who Benefits from this Dashboard?
Designed for Teams Driving New Business Growth
Executive Leadership
Understand how newly acquired customers contribute to long-term business performance.
Sales & Commercial Leaders
Evaluate the quality of new customer acquisition and identify growth opportunities.
Finance Leaders
Monitor revenue, cost, gross profit, and profitability from new customer business.
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:
Monitor revenue, cost, gross profit, and GP%.- Track new customer growth over time.
- Identify your highest-performing new customers.
- Analyze revenue across job levels.
- Compare product and operational contribution.
- Review monthly customer performance trends.
- Evaluate customer acquisition quality.
- Use WiseAI to uncover new customer growth opportunities faster.
What's Unique About WiseBI?
"Every new customer insight helps build stronger and more sustainable business growth."
- Integrated customer acquisition performance with financial and operational insights.
- Unifies revenue, cost, profit, and customer metrics.
- Interactive analysis by company, year, metric, and business category.
- Compares customer performance across job levels and products.
- Pre-mapped with CargoWise data for zero manual report consolidation.
- Highlights top-performing new customers through interactive ranking.
- Tracks customer growth trends through monthly performance analysis.
- WiseAI enables natural-language new customer analysis.