Customer Base
Monitor customer distribution across business segments.
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.
Per Customer Analysis Dashboard for Logistics Leadership
Benchmark the financial and operational value of every customer across your logistics business.
The Problem
Why do Manual Reports Limit Customer Analysis?
Customer profitability and operational data are often scattered across spreadsheets and multiple reports. Consolidating this information manually is time-consuming, making it difficult to compare customer value, benchmark performance, and identify commercial opportunities.
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Scattered Customer Data
Financial and operational metrics are stored across disconnected reports.
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Slow Benchmarking
Manual reporting delays customer comparisons and performance analysis.
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Inconsistent Insights
Different reports often produce conflicting customer information.
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Limited Visibility
High-value and low-performing customers are difficult to identify quickly.
Solution: Clear visibility into customer value performance.
Capability Overview
What this Dashboard Helps You Analyze?
The Per Customer Analysis Dashboard provides a complete benchmark of customer value by combining financial performance, operational activity, and customer segmentation into one connected view. Instead of reviewing manually prepared reports, leadership can compare the average financial and operational contribution of every customer, enabling faster and more confident commercial decisions.
Financial Performance
Understand the financial value generated by every customer.
Measure average gross profit per customer- Compare profitability across customer segments
- Benchmark financial contribution
Customer Segmentation
Evaluate the performance of different customer groups.
- Compare SME, Corporate, and Unclassified customers
- Analyze customer distribution
- Measure segment performance
Operational Activity
Benchmark operational contribution across every customer.
- Compare FCL, LCL, and Air activity
- Review freight movements
- Analyze origin and destination averages
Portfolio Insights
Assess the strength of your customer portfolio.
- Compare profit-making and loss-making customers
- Identify high-value customer groups
- Support commercial planning
Metric Index
Key Performance Indicators
Benchmark customer financial and operational performance from portfolio summary to segment-level detail.
Customer Base
Monitor customer distribution across business segments.
Average Customer Value
Measure the average gross profit generated per customer.
Customer Profitability
Compare profit-making and loss-making customer groups.
Segment Performance
Evaluate SME, corporate, and unclassified customer benchmarks.
Operational Benchmarks
Review average freight, shipment, origin, and destination activity per customer.
Portfolio Quality
Measure the overall strength and balance of your customer portfolio.
Who Benefits from this Dashboard?
Designed for Leaders Focused on Customer Performance
Executive Leadership
Gain a complete view of customer value and portfolio performance.
Commercial Leaders
Benchmark customer segments and identify profitable growth opportunities.
Finance Leaders
Monitor customer profitability and financial contribution with confidence.
Key Account Managers
Strengthen customer relationships using performance-driven insights.
Build a Stronger Customer Portfolio with Better Insights
The Per Customer Analysis Dashboard gives leadership a connected view of customer profitability, operational performance, and business segmentation. Instead of viewing multiple reports benchmarking every customer consistently, organizations can improve commercial strategies, strengthen customer relationships, and maximize long-term business value.
Key Outcomes:
Compare customer profitability across business segments.- Measure average gross profit generated per customer.
- Identify profit-making and loss-making customer groups.
- Benchmark operational performance for every customer.
- Evaluate SME, corporate, and unclassified customer segments.
- Monitor portfolio quality through connected business insights.
- Prioritize commercial investments using customer benchmarks.
- Use WiseAI to investigate customer trends, profitability patterns, and commercial opportunities through natural-language analysis.
What's Unique About WiseBI?
"Every customer benchmark creates an opportunity to improve business performance."
- Benchmarks every customer using both financial and operational performance indicators.
- Combines profitability, operational activity, and customer segmentation in one executive dashboard.
- Compares customer performance across SME, corporate, and unclassified segments.
- Measures average customer contribution across freight, shipment, origin, and destination activities.
- Enables rapid identification of profit-making and loss-making customer groups.
- Interactive drill-downs across customer segments, reporting periods, and operational metrics.
- Pre-mapped with CargoWise operational data for seamless customer performance reporting.
- WiseAI enables natural-language analysis of customer value, portfolio performance, and commercial opportunities.