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Logistics: guides and articles

Explore customers, shipments and financial performance across your logistics business. Build reports with dashboards and an AI analyst around your lanes, transport modes, accounts and supplied operational data.

Board and management reporting · Logistics

WMS Reports: Inventory, Fulfillment, and Warehouse Cost

WMS reports connect inventory balances, order exceptions, and warehouse workload. This guide shows which exports to select, how to reconcile them, and how to interpret a worked report package.

Oct 24, 20266 min read
Board and management reporting · Logistics

Logistics dashboards: metrics, layout, and checks

Build a logistics dashboard from shipment and freight exports with clear delivery definitions. Calculate service and cost by carrier and lane, reconcile the totals, and connect late shipments to an actionable exception list.

Oct 23, 20265 min read
Board and management reporting · Logistics

Route profitability analysis: revenue versus delivery cost

Calculate delivery route contribution from dispatch, payroll and finance exports. This guide works through driver, fuel, vehicle and delivery costs, then separates shared overhead from attributable cost.

Oct 23, 20266 min read
Forecast and pipeline · Logistics

Logistics forecasting: shipments, capacity and costs

Compare a frozen shipment forecast with actual loads and transport costs by lane. Build a volume and rate bridge, reconcile it to freight spending, and identify the assumptions to change.

Oct 12, 20265 min read
Board and management reporting · Logistics

Analytical fleet maintenance management: cost and downtime

Compare maintenance spending, downtime and repeat repairs by vehicle from work-order exports. Follow the spreadsheet steps, reconcile costs and use mileage to make fair comparisons.

Oct 7, 20265 min read
Board and management reporting · Logistics

Logistics KPIs: formulas and performance measurement

Measure delivery reliability, freight costs and warehouse execution from shipment and cost exports. A worked example shows how consistent populations and denominators make carrier and site comparisons useful.

Oct 7, 20266 min read
Procurement and supply chain · Logistics

Freight cost analysis by lane and shipment

Compare freight invoices across periods on a consistent shipment basis. Separate volume, linehaul rate, fuel, and accessorial changes, then reconcile the explanation to the invoice total.

Oct 4, 20265 min read
Procurement and supply chain · Logistics

Freight rate analysis on comparable lanes

Compare quoted and paid freight rates with lane, equipment, service, and surcharge bases visible. Use a fixed shipment basket to separate rate differences from changes in shipment mix.

Oct 4, 20265 min read
Procurement and supply chain · Logistics

Logistics cost analysis by activity and customer

Allocate transport, warehousing, and handling costs with documented activity drivers. Reconcile the result to the source cost pools and compare customers without confusing allocated cost with avoidable expense.

Sep 23, 20265 min read
Board and management reporting · Logistics

Power BI transportation dashboard: cost and service

A transportation dashboard should compare lane costs with delivery performance on the same shipment population. This worked example calculates shipment costs, cost per mile, and on-time delivery, then checks a change in accessorial charges.

Sep 23, 20266 min read
Board and management reporting · Logistics

KPIs for Distribution Center Teams: Accuracy, Speed, and Cost

Distribution center KPIs connect order accuracy, dispatch timeliness, and warehouse cost. Compare three US facilities from outbound order and cost exports, with formulas and checks that prove the network totals.

Sep 22, 20265 min read
Finance metrics and formulas · Logistics

Key financial ratios for the logistics industry

Compare logistics margins, liquidity and asset use with a worked business-unit example. See why purchased transportation, revenue presentation and fleet ownership change the comparison.

Sep 10, 20266 min read
Procurement and supply chain · Logistics

Predictive analytics for logistics: test the forecast

Compare logistics volume and transit forecasts with actual outcomes before using them in planning. This worked example measures error, bias, and performance against a simple baseline, with checks on forecast timing and shipment coverage.

Sep 5, 20265 min read
Alternatives and comparisons · Logistics

How to choose analytics software for shipping and logistics: questions, data and traps

How forwarders should choose analytics software: start from the questions, check the data you hold, ask vendors ten questions, avoid the traps.

Sep 2, 20264 min read
Board and management reporting · Logistics

Transit reliability on ten shipments: the whole arithmetic on one page

The complete transit time reliability calculation on ten ocean shipments for one customer on one lane, small enough to check by hand: quoted transit at booking, departure, arrival and delivery milestones, actual door-to-door days, the tolerance, on time per shipment, reliability, the interquartile variability, the delay split into origin dwell, on-water and destination dwell, the shipment with milestones out of sequence, and the assertion that every delivered shipment has a delivery milestone after departure, so a reader can reproduce every figure and then run it on their own milestone data.

Aug 25, 20263 min read
Forecast and pipeline · Logistics

Demand planning in logistics: volumes and capacity

Compare forecast shipment volumes, actual demand and usable capacity by site and lane. Use a weekly spreadsheet review to identify local shortages that a company total can hide.

Aug 17, 20265 min read
Board and management reporting · Logistics

Customs holds on ten entries: the whole arithmetic on one page

The complete customs hold calculation on ten entries from two customers on one lane, small enough to check by hand: each entry's filed and cleared dates, held flag, reason code and correction source, hold rate per customer against the lane norm, days held, the cause split into customer data, broker entry and authority selection, the two fields on one customer's invoices behind most of its holds, the cost in storage and delay, and the assertion that entries equal cleared plus held, so a reader can reproduce every figure and then run it on their own entry data.

Aug 12, 20263 min read
Board and management reporting · Logistics

Commercial KPIs for freight forwarders and shipping lines: ten measures that matter, each with its formula and the export it comes from

The ten commercial KPIs a freight forwarder or shipping line should run on, each with its formula, the export it comes from and what it tells you: trade lane share per customer, volume by mode kept apart, transit time reliability per customer lane, customs hold rate and cause, detention and demurrage per customer, booking to invoice cycle, gross profit per shipment, customer concentration by gross profit, quote conversion by lane, and dormant customer lanes. Also the three measures most forwarders miss, the figures to drop, the identities, and who owns what.

Aug 10, 20264 min read
Board and management reporting · Logistics

Transit time reliability per customer lane: the promise against the milestones

How a forwarder or carrier measures the reliability of its transit times per customer per lane from milestone data: quoted transit against actual door-to-door, the share of shipments within tolerance, the variability that matters more to a shipper than the mean, and the customer lanes whose reliability fell before the tender did.

Aug 6, 20262 min read
Wallet share and penetration · Logistics

Trade lane share per customer for freight forwarders and shipping lines

How a forwarder or carrier measures share per customer and trade lane from the booking system: TEU or chargeable weight won against the customer's total on the lane, office coverage against quotes logged, and the reconciliation to invoiced volume.

Aug 5, 20263 min read
Data quality and reconciliation · Logistics

TEU and chargeable weight: keeping ocean and air apart in one roll-up

How a forwarder builds one customer view across ocean and air without ever adding a container to a kilogram: mode as a dimension, units per mode, reconciliation per mode to invoiced volume, revenue as the only figure that sums across modes, and the reporting mistakes that follow when the two are blended.

Aug 2, 20262 min read
Procurement and supply chain · Logistics

Data analytics in logistics: costs and service

Compare shipment contribution and transit reliability by customer and lane using matched revenue, carrier-cost, and delivery records. A worked US freight example shows the calculations, reconciliations, and decisions behind the comparison.

Aug 1, 20266 min read
Board and management reporting · Logistics

Ten questions a forwarding managing director asks, and the table that answers each

The ten questions the managing director of a freight forwarder puts to the branch and trade lane managers, what is lane share per customer and per mode, are TEU and kilograms ever added, which customer lanes lost reliability before the tender, what detention and demurrage did we absorb and for whom, how long does delivered freight wait for an invoice, which customs holds are the customer's own data, which customers are concentrated on one carrier, what is margin per file by branch, which customers went quiet by lane, and what changed, each with the table from the bookings, milestones and billing exports, and the answer to send back.

Jul 30, 20262 min read
Finance metrics and formulas · Logistics

Cost of shipping per pound: formula and checks

Shipping cost per pound divides stated freight charges by a stated weight basis. Work through shipment invoices, credits, actual and billable weights, and the checks needed for carrier and lane comparisons.

Jul 20, 20266 min read
Board and management reporting · Logistics

Warehouse management analytics from operating exports

Warehouse management analytics compares completed orders, labor hours, picking delays and unfinished work. Use operating exports to build a shift and site comparison whose order totals reconcile.

Jul 19, 20265 min read
Board and management reporting · Logistics

Warehouse Operating KPIs: Accuracy, Speed, and Cost

Warehouse operating KPIs connect picking accuracy, processing speed, order cycle time, and labor cost. This guide builds a balanced comparison from warehouse and payroll exports and shows the checks behind the total.

Jun 30, 20265 min read
Board and management reporting · Logistics

Detention and demurrage per customer: the charges that leak and the customers that cause them

How a forwarder or carrier measures detention and demurrage from the container event data and the billing ledger: free time against actual dwell per container, charges incurred from carriers and terminals, charges billed on to customers, the gap between the two per customer, the customers whose containers routinely exceed free time, and the identity that ties charges incurred to charges recovered plus absorbed.

Jun 29, 20263 min read
Board and management reporting · Logistics

Customs holds per customer: the entries that stopped, and the data that stopped them

How a forwarder or customs broker measures customs exceptions from its entry data: entries held per customer and per lane, hold rate against the broker's own norm, days held, the reason codes, the share caused by the customer's own data, missing commodity codes, wrong values, incomplete descriptions, against the share caused by the broker or the authority, the cost in storage and delay, and the customer conversation about the fields that stop their freight.

Jun 28, 20262 min read
Board and management reporting · Logistics

Booking-to-invoice cycle per customer: the days revenue waits

How a forwarder measures the time from shipment delivery to invoice issued, per customer and per branch, from the shipment milestones and the billing ledger: the median days, the shipments delivered and still unbilled past a stated age, the value waiting, the branches and customers where the cycle is longest and why, disputed accessorials, missing carrier costs, customer billing rules, and the working capital the delay ties up.

Jun 22, 20263 min read
Covirage for Logistics

Logistics analytics for your business.

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