Understanding the Shipment Profile Dashboard [Information]

Modified on Tue, 4 Nov at 8:09 AM

The Shipment Profile dashboard focuses on cost analysis and financial insights related to shipments. It helps you understand total spending and how those costs are distributed across clients, carriers, services, and destinations. This article provides detailed information on its displayed data.

NOTE: For a list of available dashboards and instructions to access them, see Insights Dashboards Master List [Guides List].

To learn how to filter, view details and export data from this dashboard, refer to: How to Use the Insights Dashboards [Guide].

This article is divided into the following sections:

Purpose
Components

I. PURPOSE

You can use this dashboard for strategic planning and cost optimization by:

Identifying cost patterns.
Supporting carrier contract negotiations.
Analyzing logistics profitability.

The table below summarizes its key aspects:

	SHIPMENT PROFILE
PRIMARY FOCUS	Cost analysis and financial breakdown.
BST FOR	Strategic decisions and cost optimization.
HIGHLIGHTED METRICS	Total cost Average cost per package Payments
TYPICAL QUESTIONS	Which carrier is the most expensive? How does weight affect cost?
TYPICAL USERS	Financial managers Executives

II. COMPONENTS

Key components:

A. Embedded Filters: Filter by Portal, Client, Carrier, Service, Date Range, or any combination.

B. Summary: A high-level overview of key cost metrics. This section displays:

Total Packages: The total count of all shipments/packages.
Paid Package: The total count of packages that have a shipping cost greater than zero.
Total Cost: The total shipping cost (order charge) for all packages.
Avg Cost per Package: The total cost divided by the total number of packages.

C. Packages Breakdown: A collection of charts visualizing shipment distribution. This section includes:

Packages by Country: Total packages grouped by destination country.
Top 20 Packages by State/Province: Total packages grouped by destination state or province.
Packages by Carrier: Total packages grouped by carrier.
Packages by Carrier Account: Total packages grouped by carrier account.
Packages by Service: Total packages grouped by carrier service level.
Packages by Payment Terms: Total packages grouped by freight payment terms (e.g., Prepaid, Collect, Third Party).
Packages by Margin Markup: Total packages grouped by markup status (Markup or No Markup).
Packages by Weight Breaks: Total packages segmented by defined weight categories.

D. Costs by Carrier: A dedicated chart comparing the total shipping cost (order charge) across different carriers.

E. Package Details: Table with per-package billing and shipping information.