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Reporting & Analytics

Know your margin on every job, the moment it changes

FreightSuite turns every quote, booking, document and invoice into live, decision-ready reporting. No exports, no spreadsheets, no waiting for month-end.

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The reporting gap

Most forwarders find out how a job performed weeks after it closed

The data exists. It is just scattered across the TMS, the accounting system, the rate sheets and a dozen spreadsheets that someone rebuilds every Friday. By the time a report is ready, the decision it was meant to inform has already been made.

Margin is a guess until the last supplier invoice lands

Quoted margin and actual margin drift apart on every job, and nobody sees the gap until month-end.

Reports depend on the one person who knows the spreadsheet

Exports, pivots and manual fixes mean every number has a caveat, and every board pack takes days to build.

Operators are measured on feel, not throughput

Without jobs-per-FTE, cycle times and exception rates, capacity planning is intuition dressed up as strategy.

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What you get

Reporting that builds itself from the work your team already does

Live job P&L

Quoted, accrued and actual margin on every job, updated the moment a cost is confirmed. See which jobs are drifting before they close, not after.

Margin by customer, lane and mode

Slice profitability by account, trade lane, carrier, mode or salesperson. Find the customers that look big but earn little, and the lanes worth pricing harder.

Operational throughput

Jobs per operator, time from booking to invoice, exception rates and document turnaround, tracked continuously. Plan capacity on evidence, not instinct.

Cash and receivables

Aged debtors, DSO by customer, unbilled work and accrual variances in one view. Know exactly where cash is stuck and who needs chasing today.

Quote-to-win analytics

Quote volume, response time, conversion rate and win margin by salesperson and lane. See where you are losing on speed and where you are leaving money on the table.

Agent-built reports, emailed on a schedule

Ask the agent for the report you need, then have it delivered to your inbox, your team or your board on whatever schedule you set — every Monday at 8am, the first of the month, however you want it. No analyst, no manual export.

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Agentic reporting

Ask a question. Get the report.

Ask the FreightSense agent for a report in plain English and it builds it from your live operational data — then keeps it running. No report builder, no SQL, no waiting for someone in the office to pull the numbers.

Which Shanghai to Felixstowe jobs lost margin last month, and why?

Job-level variance, with the cost lines that caused it.

Show me our top ten customers by margin, not revenue.

A ranked table, with accounts that slipped since last quarter flagged.

Send ops a daily list of jobs with no invoice five days after delivery.

Scheduled, delivered, and kept current as jobs are billed.

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Dashboards & access

One version of the truth, shown to each person at their level

Management dashboards

Assemble a dashboard from any metric on the platform — margin trend, throughput, aged debt, win rate - and give leadership one live view of the business. No spreadsheet rebuild before every board meeting, and no version that is already out of date by the time it is printed.

Scoped to every user

The same reporting scopes down to the individual. An operator sees their own jobs and throughput, a branch manager sees their branch, a salesperson sees their book. Everyone works from the same numbers, filtered to what is theirs to act on.

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Numbers

What changes once the numbers are live

Results reported by FreightSuite customers:

5 days

Faster month-end close

40%

More jobs per operator within three months

3 to 8 pts

Net margin improvement in the first year

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Common questions

What forwarders ask before switching their reporting

Do we have to set up the reports ourselves?

No. The core reporting - job P&L, margin by customer and lane, throughput, quote conversion and receivables - is live from day one, because it is built from the fields your team already fills in to run a job. For anything bespoke, you ask the FreightSense agent in plain English and it builds the report for you, so there is nothing to configure by hand.

How current is the data?

Live. Every report reads from the same operational database the job runs on, so a cost confirmed at 10:04 is in the margin figure at 10:04. There is no nightly sync and no separate data warehouse to reconcile.

Can we still use Power BI, Excel or our own BI tool?

Yes. Every dataset can be exported or pulled through the API, so existing dashboards keep working. Most customers find they use them less once the questions can be asked directly in FreightSuite.

Does this connect to our accounting system?

FreightSuite integrates with QuickBooks, Xero, Sage and other accounting platforms, so accruals, invoices and payments flow both ways and finance reporting reconciles to the ledger without manual journals.

Can we control who sees what?

Yes. Reporting is scoped by role and by user, so operators see their own jobs, managers see their branch and leadership sees the whole business. Sensitive figures like company-wide margin can be restricted to the people who should see them, without maintaining separate reports for each team.

Stop reporting on last month. Start managing this one.

A 30-minute working session on your own jobs, your own margins and your own questions.