Blog · Board and management reporting · Logistics
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.
Logistics dashboards compare delivery performance, freight spending, and shipment exceptions by carrier, lane, and customer. Build the page from a reconciled shipment export, give every measure a clear denominator, and put the records requiring action beneath the totals. The layout should help the transportation team investigate a missed promise or a cost difference without guessing what the numbers include.
Start with the decision: which carrier, lane, or customer needs attention in the next transportation review? An operational dashboard can span several processes; this view is specifically about shipment service and freight cost.
For the worked example, use shipments due on October 8, 2026, reviewed as of October 12, 2026. Include shipments that remained undelivered past their deadline, had there been any. Exclude canceled shipments under a documented rule, and keep future-due shipments in a separate open-work view.
Export shipment ID, carrier, origin, destination, customer, agreed due date, actual delivery date, and status. Derive the lane from a consistent origin-destination definition. Bring invoice lines or approved freight accruals separately, then consolidate their components to one total per shipment before matching them to the shipment list.
Specify the cost basis. Here freight includes each shipment's base transport charge, fuel, and accessorial charges, all in USD. Every example shipment is delivered by the review cutoff and has a complete accrued cost. These are illustrative business records, not a carrier benchmark.
This dashboard tests actual delivery date against the agreed due date, allowing delivery on or before that date. It measures timing only. If contracts require a delivery window or specific appointment time, use those boundaries instead and retain the original promise.
Use the existing explanation of OTIF, fill rate, and on-time delivery when selecting the customer-facing service measure. A shipment arriving on time does not establish that every ordered item arrived in full.
Enter the following export in worksheet columns A:G, with headers in row 1. Dates are US dates; currency values are plain USD amounts.
| Shipment (A) | Carrier (B) | Lane (C) | Customer (D) | Due date (E) | Delivered (F) | Freight (USD) (G) |
|---|---|---|---|---|---|---|
| S1 | Alpha | TX-OK | A | 10/08/2026 | 10/08/2026 | 200 |
| S2 | Alpha | TX-OK | B | 10/08/2026 | 10/09/2026 | 240 |
| S3 | Alpha | TX-LA | A | 10/08/2026 | 10/08/2026 | 260 |
| S4 | Beta | TX-OK | A | 10/08/2026 | 10/08/2026 | 180 |
| S5 | Beta | TX-LA | B | 10/08/2026 | 10/10/2026 | 220 |
| S6 | Beta | TX-LA | B | 10/08/2026 | 10/08/2026 | 280 |
Add an on-time flag in H2 and fill down:
=IF(E2="","Missing promise",IF(F2="",0,--(F2<=E2)))
This formula assumes the file is already restricted to eligible shipments due by the cutoff. A missing delivery becomes zero because the shipment is already due. A missing promise requires correction rather than an invented deadline.
The first row of the dashboard should show its cutoff and cohort, followed by shipment count, service, freight total, and freight per shipment. Use these Excel formulas on the six example rows:
=COUNTA(A2:A7)
=IF(COUNT(H2:H7)<>COUNTA(A2:A7),"Review flags",SUM(H2:H7)/COUNT(H2:H7))
=SUM(G2:G7)
=SUM(G2:G7)/COUNTA(A2:A7)
| Top measure | Calculation | Result |
|---|---|---|
| Shipments due | Distinct IDs S1 through S6 | 6 |
| On-time deliveries | S1 + S3 + S4 + S6 | 4 |
| On-time delivery rate | 4 / 6 | 66.7% |
| Freight total (USD) | 200 + 240 + 260 + 180 + 220 + 280 | 1,380.00 |
| Freight per shipment (USD) | 1,380 / 6 | 230.00 |
The count formula assumes the distinct-ID check has passed. It cannot itself detect duplicate shipment rows.
Below those totals, create a carrier summary. Put Alpha and Beta in K2:K3. Calculate shipments, on-time shipments, and freight in L2:N2, then fill down:
=COUNTIFS($B$2:$B$7,K2)
=COUNTIFS($B$2:$B$7,K2,$H$2:$H$7,1)
=SUMIFS($G$2:$G$7,$B$2:$B$7,K2)
Microsoft documents COUNTIFS as counting rows where all specified criteria are met. Its SUMIFS documentation explains summing amounts that meet the criteria. Covirage is not affiliated with Microsoft.
Use =M2/L2 for carrier service and =N2/L2 for cost per shipment.
| Carrier | Shipments | On-time shipments | On-time rate | Freight total (USD) | Freight per shipment (USD) |
|---|---|---|---|---|---|
| Alpha | 3 | 2 | 66.7% | 700.00 | 233.33 |
| Beta | 3 | 2 | 66.7% | 680.00 | 226.67 |
| Total | 6 | 4 | 66.7% | 1,380.00 | 230.00 |
Round rates to one decimal place and money to two decimals after calculating. Reconcile 3 + 3 = 6 shipments, 2 + 2 = 4 on-time shipments, and $700 + $680 = $1,380. Recalculate the company cost from total freight and total shipments rather than averaging displayed costs.
Place carrier and lane comparisons in the middle of the page, with shipment counts beside rates. For lane analysis, replace the carrier criteria range B with lane column C in the grouped formulas. For customer analysis, use D. Keep the date and cost basis identical across those views.
Do not rank carriers on average cost alone. Different lanes, shipment sizes, and service commitments can explain a difference. Use the comparison to choose records for investigation, then inspect the relevant attributes before proposing a carrier change.
At the bottom, show the late shipments with their source IDs and assigned review owners:
| Shipment | Carrier | Lane | Customer | Days late | Freight (USD) | Review owner |
|---|---|---|---|---|---|---|
| S2 | Alpha | TX-OK | B | 1 | 240 | Transportation planner |
| S5 | Beta | TX-LA | B | 2 | 220 | Carrier manager |
The two late shipments carry $240 + $220 = $460 in freight. That is associated shipment spending, not proven incremental cost caused by lateness. Record the confirmed cause and next action separately. A client dashboard may present agreed customer results, while this operational view retains the investigation detail.
Bring your shipment export and matching freight amounts to Covirage; it maps the columns, its tools compute and check the measures, and the external AI model explains the results with every figure traced to its rows. Create a free Covirage account, which takes about a minute, then set up your business and bring a sample of your own data.
See the shipping and logistics industry page for the supporting business context.
Lead with the review period, data cutoff, shipments due, on-time delivery rate, and freight cost on a stated basis. Follow with carrier and lane comparisons and an exception list. The first view should tell the reader where action is needed.
Divide freight assigned to the selected shipment cohort by its distinct shipment count. Consolidate invoice components and use documented accruals where costs are incomplete. State whether fuel, accessorial charges, and other amounts are included so comparisons use the same cost basis.
An undelivered shipment already past its agreed deadline belongs in a due-cohort service review as a failure. A shipment whose deadline has not arrived belongs in a separate open view. Excluding overdue shipments would make service look better while work remains unresolved.
Match the refresh schedule to the operational review and the availability of reliable exports. Label the extraction time and reporting cutoff on every version. A periodically refreshed file review describes the supplied records; it should not be presented as live dispatch information.