Quotation Volume
Track quotation count and monthly quotation 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.
Quotation Performance Dashboard for Logistics Leadership
Track quotation volume, conversion performance, approval timelines, and sales activity across your logistics business in real time.
The Problem
Why is Quotation Performance Difficult to Measure?
Quotation activity is often spread across sales, operations, and approval reports. Without one connected view, monitoring conversion, turnaround time, and representative performance becomes difficult.
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Fragmented Quotation Data
Quotation counts, approvals, and customer activity are tracked across multiple reports.
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Conversion Opportunities are Missed
Unconverted quotations can remain unnoticed without continuous monitoring.
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Performance Comparison is Limited
Sales and operations representatives are difficult to compare using disconnected reports.
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Approval Delays Impact Sales
Slow approval cycles can delay customer responses and reduce conversion opportunities.
Solution: Connected intelligence for faster quotation conversion.
Capability Overview
What this Dashboard Helps You Analyze?
The Quotation Performance Dashboard connects quotation activity, conversion performance, approval timelines, and sales operations into one executive view, helping leadership monitor quotation performance and improve commercial execution.
Quotation Activity
Monitor quotation performance across reporting periods.
Track quotation volume- Review monthly quotation trends
- Analyze quotation status
Conversion Performance
Measure quotation conversion efficiency.
- Monitor converted quotations
- Track unconverted quotations
- Review conversion performance
Sales Performance
Compare quotation ownership across teams.
- Analyze sales representative activity
- Review operations representative performance
- Compare branch contribution
Approval Performance
Monitor quotation turnaround efficiency.
- Track approval request timelines
- Review approval response times
- Identify processing delays
Metric Index
Key Performance Indicators
Monitor quotation volume, conversion, and approval performance from summary to record level.
Quotation Volume
Track quotation count and monthly quotation activity.
Conversion Performance
Monitor converted and unconverted quotation performance.
Sales Activity
Compare quotation ownership across sales representatives.
Operations Activity
Analyze quotation performance by operations representatives.
Customer Performance
Review quotation activity across customers.
Approval Turnaround
Monitor approval request timelines and quotation processing efficiency.
Who Benefits from this Dashboard?
Designed for Teams Managing Quotation Performance
Executive Leadership
Gain complete visibility into quotation performance and conversion trends.
Sales Managers
Monitor representative performance and improve quotation conversion.
Operations Leaders
Track approval timelines and optimize quotation processing.
Commercial Teams
Connect quotation activity with customer opportunities and sales performance.
Improve Quotation Performance with Connected Commercial Insights
The Quotation Performance Dashboard provides a connected view of quotation activity, conversion performance, approval timelines, and sales operations. Leadership can improve quotation turnaround, increase conversions, and strengthen commercial execution.
Key Outcomes:
Monitor quotation performance across sales teams.- Compare converted and unconverted quotation trends.
- Analyze quotation activity by customer and representative.
- Improve approval turnaround and quotation processing.
- Track commercial performance across branches.
- Identify quotation bottlenecks before they affect sales.
- Use WiseAI to investigate conversion trends, approval delays, and commercial opportunities.
What's Unique About WiseBI?
"Each insight helps leadership improve quotation conversion and commercial performance."
- Combines quotation, conversion, approval, and sales metrics in one view.
- Tracks quotation activity across customers, sales, and operations teams.
- Monitors conversion rates and approval turnaround together.
- Supports analysis by representative, customer, branch, month, and status.
- Highlights quotation bottlenecks and conversion opportunities.
- Pre-mapped with CargoWise quotation data for faster reporting.
- WiseAI enables natural-language quotation performance analysis.