Gross Profit %
Track margin performance across business units, branches, and shipment activity.
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.
Profit & Loss Dashboard for Logistics and Finance Team
Monitor revenue, expenses, gross profit, and margins across your logistics business in one real-time view.
The Problem
Why Standard Financial Reports Fail Leadership Decision-Making?
Finance teams are stuck piecing together spreadsheets while executives wait for answers.
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Fragmented Sources
Revenue and cost data live in isolated silos. Consolidating them requires hours of manual, error-prone work.
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Critical Delays
By the time you close the month and generate reports, the data is outdated. Decisions need real-time speed.
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Benchmarking Blindspots
Comparing "Actuals vs Budget" or "Year over Year" usually involves complex Excel formulas that break easily.
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Lack of Context
Static reports hide the "why." You can't drill down into a report to see which specific expense wiped out your margin.
Solution: Instant, unified financial clarity for leadership.
Capability Overview
What this Dashboard Helps You See?
The Profit & Loss Dashboard centralizes every major financial indicator, income, freight revenue, operational expenses, salaries, SG&A, gross profit, and net margins into a single, structured interface. Instead of running multiple reports or piecing together spreadsheets, leadership gets real-time financial visibility across the entire business.
Unified Financial Structure
Consolidates income, freight revenue, operational expenses, salaries, SG&A, and net margins.
Single interface view- Real-time data flow
Instant Benchmarking
Designed to help decision-makers contextualize performance immediately without manual calculations.
- Compare Current Year vs Previous Year
- View actuals vs. budget instantly
Strategic Forecasting
Move from reactive reporting to proactive planning by spotting patterns early.
- Track trends over time
- Identify cost leakages
AI-Powered Intelligence
Use the dashboard AI Intelligence to ask questions, assess margin changes, and get instant answers from live dashboard data.
- Uncover hidden operational trends
- Generate predictive forecasts
Metric Index
Key Performance Indicators
Track financial performance, margins, and cash flow from company summary to branch-level detail.
Gross Profit %
Track margin performance across business units, branches, and shipment activity.
Net Revenue
Monitor top-line growth against monthly targets and business expectations.
Total Expenses
Understand operational costs, overheads, and expense movement in one place.
DSO
Track sales outstanding on a daily basis to improve collections and cash flow visibility.
DPO
Monitor both vendor payment cycles and payable performance more effectively.
Budget Variance
Compare actuals vs budget instantly and identify financial deviations early.
Who Benefits from this Dashboard?
Built for Every Financial Decision-Maker
CFOs & Finance Leaders
Monitor profitability, margins, expenses, cash flow, and financial performance.
CEOs & Managing Directors
Track business growth, branch performance, and strategic financial outcomes.
Branch Managers
Compare branch profitability, monitor costs, and identify performance trends.
Operations Leaders
Connect operational performance with financial results and support better decision-making.
Make Better Decisions, Faster.
Our dashboard gives financial and operational leaders a dependable, real-time view of business performance. Instead of reacting at month-end, leadership can act early and strategically.
Key Outcomes:
Identify rising expenses before they reduce profitability.- Compare performance across branches, departments, and cost centers.
- Understand which customers, modes, or business units improve margins.
- Track cost trends and margin movement over time.
- Use AI intelligence insights to investigate unusual financial changes faster.
- Align finance and operations around one trusted performance view.
- Predict potential risks using current financial behavior.
What's Unique About WiseBI?
"Every detail is designed to support real-world decision-making."
- Pre-mapped with your CargoWise financial and operational structures.
- Real-time data sync across income, expenses, and GP calculations.
- Built specifically for logistics P&L workflows.
- Interactive drill-downs for year, branch, mode, or company.
- Clean variance indicators for quick interpretation.
- An AI intelligence dashboard for natural-language queries.
- Zero manual report building; everything updates automatically.
- Intuitive visuals that simplify complex financial data.