Hold rate

Customs entries held over entries filed, per customer and lane, against the broker's own rate on the same lane and commodity group. The cause split, customer data, broker entry, authority selection, says whose problem it is, and the cost in storage and delay is the customer's own number.

DefinitionCustoms entries held over entries filed, per customer and lane, against the broker's own rate on the same lane and commodity group. The cause split, customer data, broker entry, authority selection, says whose problem it is, and the cost in storage and delay is the customer's own number.

The fields

Most of one customer's holds trace to two fields on its invoice template. That is a meeting and a corrected template.

Norm per lane

A hard lane looks like a bad customer until the norm is beside it.

How it is computed

Customs entries held divided by entries filed, per customer and lane, against the broker's own rate on the same lane.

Example

A customer has 18 of 60 entries held, 30 percent, on a lane where the broker's rate is 5. Eleven were corrected by the customer supplying a missing commodity code.

Where it goes wrong

Holds handled one at a time. The same invoice template causes the same hold every week.

Articles that use this term

Board and management reporting · Shipping and 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.

16 Sept 20262 min read Board and management reporting · Shipping and 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.

16 Sept 20262 min read Board and management reporting · Shipping and 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.

17 Sept 20264 min read Board and management reporting · Shipping and 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.

17 Sept 20263 min read How-to guides

The worked examples: every measure on ten rows you can check by hand

A hub for the worked-example pages on this site: each core measure computed in full on a book small enough to check by hand, ten accounts, ten deals, ten invoice lines, five clients, four territories, with every intermediate figure shown and the identity at the end. This page lists them by measure with what each example demonstrates, so a reader can reproduce the arithmetic before running it on their own export.

17 Sept 20268 min read