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The following section provides a comprehensive overview of all of the available reports.
Table of Contents
Overview Reports
Orders Reports
Lanes Reports
Internal Team Reports
Accounting & Back Office Reports
If you want to customize these reports, check out this video tutorial.
Executive Summary
Curious as to how your business is doing at a high level? This report provides key performance metrics related to load volume and profitability. Leverage these insights to improve your business performance!
Executive Summary is available for all Rose Rocket customers on Free and Paid subscriptions.
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Today’s Order Overview
This report helps you track and analyze daily order and earnings performance.
What questions is this report answering:
- How many orders are currently in transit today, and what is their total earnings?
- What is the number of orders created today, and what earnings are associated with them?
- How many orders were delivered today, and what is the total earnings for those orders?
Orders Export
This report allows for the export and analysis of order-specific metrics, encompassing order count, quoted earnings, earnings allocation, and mileage, enabling data-driven insights into your order-related operations.
What questions is this report answering:
- Can I export my orders data?
- What are the detailed metrics for specific order IDs?
- Can we gain insights into individual order performance and characteristics?
Orders Revenue Performance
This report provides a comprehensive overview of your order and revenue data, including the total number of orders, unique customer summaries, quoted earnings, allocated earnings, and detailed order information.
What questions is this report answering:
- Can I have an export of all my order details?
- What is the total quoted earnings (sell quote) for all orders within a given time frame?
- What is the distribution of quoted earnings across different customers?
- Can we filter and analyze orders based on specific tags or order statuses?
CSR Orders Revenue Performance
This report provides insights into the performance of your Customer Service Representatives (CSRs) concerning order and revenue data. It offers a breakdown of order metrics, including the total number of orders, unique customers, quoted earnings, and allocated earnings.
What questions is this report answering:
- How many orders has each CSR handled within a specific time frame?
- What is the distribution of quoted earnings among CSRs?
- Can we filter orders and analyze CSR performance based on specific customer names or order tags?
Customer Orders Revenue Performance
The report provide insights into your customer orders' revenue performance, answering business questions such as the number of CSRs interacting with customers, order volumes for specific customers, top customers by order count, highest quoted earnings generators, and customers with the most allocated earnings.
What questions is this report answering:
- How many different Customer Service Representatives (CSRs) have interacted with our customers?
- How many orders have we moved for a particular customer?
- Who are our top customers based on the number of orders?
- Which customers have generated the highest quoted earnings?
- Which customers have the most allocated earnings?
Order Profitability
Monitor your order revenue meticulously to ensure your business remains on a profitable trajectory. Utilize our intuitive charts to pinpoint your top-earning customers and customer service representatives, maximizing your business's revenue potential.
Profitability Insights:
- Aggregate earnings for orders in any specified period
- Identification of the most profitable customers
- Analysis of the highest revenue-generating commodities
Order History
A comprehensive view of your past orders to delve into the financial performance of each transaction, customer, or commodity. This feature allows you to easily identify which customers and freight types are the most profitable or costly, guiding strategic business decisions.
Key Insights Provided:
- Total orders delivered weekly or monthly
- Detailed revenue and profit breakdowns
- Expense breakdown by order
On-Time Performance
Get a clear view into the punctuality and reliability of your drivers and partner carriers. Enhance service levels while minimizing the risk of customer churn and related costs. Share on-time performance metrics directly with customers for transparency of your services for their orders.
Key Insights Provided:
- Comprehensive assessment of compliance with customer SLAs
- Identification of drivers with exemplary on-time performance records
- Detailed analysis of orders experiencing delays or incidents
- Evaluation of partner carriers based on their reliability and punctuality
Lane History
Discover which lanes are generating the most revenue and which cost more than they contribute. With filters for origin, destination, or customer, you can access historical rate data for smarter quoting and strategic planning.
Lane Insights Offered:
- Revenue and total cost per lane
- Previous rates for informed quoting
- Analysis of lanes by revenue, gross profit, and margin
Lane Profitability
Instantly view your most and least profitable lanes to determine where to concentrate your efforts. Get a snapshot of average earnings, costs, margins, and more. With detailed breakdowns and visual charts, strategic decision-making is simplified.
Key Insights Provided:
- Identification of least and most profitable lanes
- Revenue and total cost per lane
- Analysis of lanes by revenue, gross profit, and margin
Team Activity
Evaluate your team's performance with detailed metrics on individual and collective activities. Identify standout performers and those who may benefit from further support or training, fostering a more efficient and productive team environment.
Key Insights Provided:
- Activity levels of individual team members
- Comparison of order creation volumes
- Identification of training or support needs
Customer Revenue and Retention (New)
Learn more about your customers and their transactions with your business. This report provides insights into monthly orders, revenue trends, and average order margins.
Key Insights Provided:
- Top 10 customers by revenue, margin and order volume
- Total active and inactive customers
- Monthly delivered orders per customer
Order Commissions
Leverage insights to build a competitive freight sales team. Measure your team's progress, success, and accountability to increase sales revenue.
Key Insights Provided:
- Top 5 Agents Based on Total Revenue
- Top 5 Agents Based on Order Volume
- Cost & Revenue Breakdown per Agent
Accounts Receivable
Manage your cash flow more effectively with the Accounts Receivable report. With this report, you’ll be able to plan for future investments, identify customer payment risks and save time on reconciliation.
Questions answered in this report
- When can I expect customer payments – so I can plan for future expenses?
- Which customers do I need to follow up on to ensure payment?
- Which customers have the highest outstanding invoice balances, and for what amount?