Overview
Greenscreens Insights is an add-on customizable analytics tool for tracking sales performance. Insights breaks down your revenue numbers by multiple factors and allows you to set and monitor custom sales goals.
Insights analytics are rich with actionable business insight to help you analyze current performance and discover new opportunities. The data you’ll find in Insights comes from your brokerage’s sales, presented from multiple angles to give you a detailed, comprehensive view of exactly what’s going on. The goals come from you.
Insights Offers:
Detailed reporting
Custom goal creation
A high-level view plus detailed breakdowns
Team performance tracking
Enabling Insights
Contact your Greenscreens.ai Customer Success Manager for information on pricing and enabling the feature.
Insights runs on data. To get you all set up, we’ll need dates, volume numbers, and revenue numbers for your team, and company goals. If you are already using Greenscreens, we’ve probably got most of the necessary load data for this feature.
If your TMS doesn’t include data on teams, you can provide the necessary information in a separate table that maps reps to customers. Your Customer Success Manager will be there to answer any questions you might have along the way.
Insights Tabs
Overview
The performance Overview tab shows you a snapshot of how your team is performing through a number of pricing and revenue management metrics.
It includes quick summaries of revenue, margin, profit distribution, sales by team member, loads and revenue by transport type, and customer and carrier performance:
Transport
The Transport tab breaks down load numbers and revenue by transport type.
Operational
The Operational Leaderboard shows you a leaderboard of representatives with sales numbers for each.
Sales
The Sales Leaderboard shows sales numbers by representative.
Reps
The Reps Leaderboard shows an overall performance summary for each team member, including both operational and sales numbers.
Carriers
The Carriers tab shows loads, expenses, margin and profit by carrier.
Customers
The Customers tab breaks down your sales numbers by customer.
As with the Carriers tab, you can expand each customer’s listing to see loads from that customer grouped by gross profit.
Lanes
The Lanes tab shows data by lane for your selected date range.
As with the Carriers and Customers tabs, you can expand each customer’s listing to see loads from that customer grouped by gross profit:
Company
The Company tab shows profit, revenue, and loads for your brokerage over your selected date range.
The graphs on the Company tab include a line representing your fiscal goals.
Teams
This tab shows loads, revenue, and gross profit by sales team.
Details and Filtering
Viewing Details
You can expand list items in Insights to view details such as shipper and gross profit.
Adjusting the Date Range
You can change the date range on most Insights tabs to a preset or custom range.
Filtering Your Data
The Filters button lets you choose detailed filters for your Insights report.
Many tables and graphs in Insights also offer a quick-filter option. For instance, on the Transport Groups table on the Overview tab, you can filter for van loads only by clicking Van and selecting Filter:
Exporting your Data
To export all the data from a particular tab, click Export as XLSX on the upper right.
Need to see which loads the system has deemed invalid and left out of your numbers? To export loads the system deems ineligible for the system, along with reasons for their ineligibility, hover over the arrow and click Invalid Loads Only:
You can quickly export data for any one item on a table by clicking the item and selecting Export as XLSX. For instance, you can export only flatbed load data by clicking Flatbed and selecting Export as XLSX:
Configuring Tables
The Greenscreens.ai system can pull your sales data, but to keep track of goals and teams, it needs information from you.
You can add or update team members, goal numbers, and transport groups by updating their relevant tables.
Each table has its own guide, to make updating as easy as possible. Configuring tables requires access from Greenscreens. If you don’t have access to your tables, or if you need to give access to another user, contact Greenscreens support.
To manage your teams and goals in Insights:
At the top of the page, click Config Tables:
If you’ve never edited the specific table before, Select the Usage Guide for the table. Here you can find details on the table field, so that you can see exactly what you need to update:
Back in Greenscreens, click the table to open it in Google Docs:
Fill in the table with the new or updated information. Fill in only the actual data. Column names, sheet names, and data format are important and should not be changed:
That’s it! Your updated info is good to go, and ready for analysis in Greenscreens Insights.