Created Date: 9/24/2021
Updated Date: 10/17/2024
This document was created by the analytics team on behalf of the Customer Success team and other interested parties. It is intended to serve as a reference document with details on the standard reports offered on the Shipwell Platform’s Analytics Tab. For each report, we have included a brief description of the report, ways a customer may use the report, the filtering options available on the report, and descriptions of each visualization within the report.
Report Descriptions
Read below for descriptions of each report and potential use cases. For further information on the individual tiles within each report, see the In-Depth Report Details section below.
Accessorial Charges
This dashboard is used to look at the various accessorial charges on shipments. The customer can use this dashboard to analyze the cost associated with different accessorial categories and identify categories. The customer can identify the accessorial categories they are spending the most money on and the type of shipments and lanes the accessorials are used for.
Address Book Export
This report is used to view and download all address book entries in a customer’s tenant. It also includes all the contacts listed in the address book entries.
Blank Dashboard Template
The blank template is used as a starting point for building custom reports. This report is only relevant to customers with a Builder User license.
Carbon Footprint
This report measures the number of metric tons of CO2 linked to freight transportation to provide a baseline understanding of the environmental impacts of your business. Shipment distance traveled and weight of goods shipped are the primary factors considered. We also take into account the emission factor of a truck, which is a number that represents the weight of CO2 the vehicle emits per mile traveled. The emission factor we use for the over-the-road truck modes (Drayage, FTL, LTL, VLVL, Parcel) is 161.8 grams of CO2 per short-tone mile. For rail modes (Rail Car and Intermodal), we use 22.9 grams of CO2 per short-ton mile. This dashboard also looks at how much carbon emissions are reduced by using Shipwell’s load optimization.
Carrier Performance
Metrics related to carriers a customer works with. Focuses largely on on-time performance and tracking. Use this to help customers understand their carrier’s performance on KPIs such as on-time pickup and delivery, tracking, and volume.
Container Details
The Container Details dashboard is used for ocean container tracking, planning, and analysis. The dashboard provides metrics around containers on the water, approach last free days, estimated container arrivals, demurrage incurred, etc.
Customer Value Report
This dashboard is used to quantify the value of Shipwell’s TMS platform across various features. This is separated into two categories cost avoidance and efficiency gains. Cost avoidance for FTL is measuring the difference between the average spot line haul quote and the accepted line haul rate. For LTL cost avoidance is measuring the difference between booked LTL rate and the median LTL instant rate quote by service level. Efficiency gains are measuring the hours saved from automated routing guides, compass exception management, and spot bids vs procuring manually.
Delivered Load Cost Detail
This dashboard provides a table that shows shipment details on shipments in Delivered or Reconciled status. The dashboard is filtered on a shipment’s planned delivery date.
Dock Scheduling Overview
This dashboard gives an overview of a company's dock scheduling appointment statuses, facility details, and unscheduled appointments.
Document Audit
This dashboard is used to identify shipments missing important documents. This report focuses on Invoice, Proof of Delivery, Bill of Lading, and Rate Confirmation document types.
Freight Expense & Accrual
This dashboard gives an overview of shipments around invoicing. It provides totals and tables with details on non-invoiced, invoiced, and paid shipments.
Freight Invoice Audit
This dashboard is used to audit invoiced shipments where the invoice amount doesn’t match up with the original expected cost of the shipment. It also provides the total difference between expected cost and invoiced amount as well as shipment level details in a table format.
High Dollar Cost Shipment Report
This dashboard shows shipment details in a table format where the carrier cost exceeds a certain amount. The cost threshold is set at >= $20,000 by default but can be toggled to the customer’s needs.
Load Optimization Metrics
This dashboard provides metrics around Shipwell’s Load Optimization feature. It provides the number of shipments and orders being sent through Load Optimization. It also provides the miles, cost, and CO2 emissions savings from using the Load Optimization feature.
Loads with $0 Total Cost
This dashboard provides a table with details on shipments that have a $0 cost applied.
LTL Instant Rates Performance
Dive-in to LTL loads run by the customer that were booked using P44. P44 is the conduit between our platform and the LTL carrier's platforms that retrieves rates, tracking updates, and document/imaging.
Marketplace Savings
The go-to place for viewing a customer’s performance on spot market bids. Use to help customers understand how much money they are saving by sending shipments out to bid. We can see savings by mode, equipment type, and lane. We also use this to see how many shipments a customer has sent out to receive bids by mode, equipment type, and lane. Savings are calculated by taking the difference between the average bid price and the accepted bid price.
Mobile Tracking
This dashboard helps identify shipments with missed mobile tracking opportunities because a driver's phone number was not entered. On the shipments that do have a driver phone number entered, the dashboard tells you details like whether the phone is on iOS or an Android, is the GPS, location, and/or notification permissions are enabled.
Pricing Lane Breakdown
High-level insights into revenue, volume, and margins by lanes a customer runs. Use this for information on top carriers by volume, top customers (if applicable) by volume, profit margin this week compared to the previous week, and spending this week compared to the previous week.
Shipments Created By User Breakdown
Shipments Created By User Breakdown
Shipments List
Table with a list of all shipments in the customer’s platform. It contains almost all information associated with a shipment, such as pickup/delivery times, locations, shipment status, cost of shipment, carrier, etc. Use this for general operational reporting. It is a report that customers can download and manipulate as they choose. This report is commonly modified by customers to add additional custom data fields.
Shipping Detail
A high-level overview of the shipper’s operational history, including cost, lane stats, etc. Use for month-over-month freight spend, viewing cost, mileage, volume for top 20 lanes, average cost/mile, average cost/lb.
Shipment Overview
A high-level overview of the shipper’s operational history, including cost, lane stats, etc. Use for month-over-month freight spend, cost, mileage, and volume for the top 20 lanes.
Spot Market Performance
Insight to non-contract shipments that were assigned to a carrier via the platform’s bidding process. Another great report for customers who use the spot market or bidding process to tender shipments or customers who generally contract shipments, but occasionally use the spot market to tender shipments. This is more operational than Marketplace Savings, as rather than emphasizing savings, this report shows more information pertaining to all bids, so customers can get a sense of the efficiency of their bidding process and the best partners to work with. The report provides good information on the carriers who most frequently receive bids, how their bid price compares to other carriers, and how quickly they respond to bids.
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In-Depth Report Details
Accessorial Charges
This dashboard is used to look at the various accessorial charges on shipments. The customer can use this dashboard to analyze the cost associated with different accessorial categories and identify categories. The customer can identify the accessorial categories they are spending the most money on and the type of shipments and lanes the accessorials are used for.
Filters
Accessorial Category: Shipment’s financial charge line item category
Pickup Date: Shipment’s Planned Pickup date
Mode: Shipment’s Modality (FTL, LTL, Drayage, etc)
Carrier: The carrier assigned to the shipment
Accessorial Created Date: The date a shipment’s financial charge line item was created
Equipment Type: The shipment’s equipment type (Dry Van, Reefer, Flatbed, etc)
Customer: The customer associated with a shipment
Reports
Accessorial Charges This Week
Total of accessorial charges on shipments picking up this week
Total Accessorial Charges
A line chart showing weekly total accessorial charges
High Accessorial Shipments This Week (>$300)
A count of shipments that have more than $300 in accessorials, picking up this week.
# of High Accessorial Shipments (>$300)
A line chart showing a weekly count of shipments that have more than $300 in accessorials, picking up this week.
Total High Accessorial Charges
A line chart showing a weekly total of accessorial charges on shipments
Accessorials By Category
A table showing a breakdown of month-over-month financial charge categories
Accessorials By Description
A table showing a breakdown of month-over-month financial charge descriptions
All Accessorials
A table showing shipment details on a charge line item level
Address Book Export
This report is used to view and download all address book entries in a customer’s tenant. It also includes all the contacts listed in the address book entries.
Filters
(Location) Name: Address book’s location name
Company: Address book’s location Company name
Type: Address book’s location type
City: Address book’s location city
State Province: Address book’s location state
External Reference: Value within the Address book’s external reference field
Open Weekdays: Is this address book location open on weekdays?
Open Weekends: Is this address book location open on weekends?
Appointment Type: Address book’s appointment type
Reports
Address Book Export
A table showing details of an Address Book entry
Blank Dashboard Template
The blank template is used as a starting point for building custom reports. This report is only relevant to customers with a Builder User license.
Carbon Footprint
This report measures the number of metric tons of CO2 linked to freight transportation to provide a baseline understanding of the environmental impacts of your business. Shipment distance traveled and weight of goods shipped are the primary factors considered. We also take into account the emission factor of a truck, which is a number that represents the weight of CO2 the vehicle emits per mile traveled. The emission factor we use for the over-the-road truck modes (Drayage, FTL, LTL, VLVL, Parcel) is 161.8 grams of CO2 per short-tone mile. For rail modes (Rail Car and Intermodal), we use 22.9 grams of CO2 per short-ton mile. This dashboard also looks at how much carbon emissions are reduced by using Shipwell’s load optimization.
Filters
Delivery Planned Date: A shipment’s delivery planned date
Reference ID: The 6-digit unique identifier associated with Shipwell shipments
Customer: Custom associated with a shipment
Reports
MoM CO2 Emissions
A chart showing a monthly count of shipments as bar columns and monthly metric tons of CO2 emissions as a line.
CO2 Emissions by Mode
A pie chart showing a percentage breakdown of CO2 Emissions by Mode
CO2 Emissions by Shipment
A table showing a shipment-level view of CO2 emissions, distance, and weight
CO2 Emissions by Mode
A table showing monthly CO2 emissions by Mode
Carbon savings with load optimization (if applicable) - Truck / Rail
A line chart showing monthly carbon savings for Rail and for Trucks
Carbon savings with load optimization (if applicable) - Mode
A line chart showing monthly carbon savings Mode
Carrier Performance
Metrics related to carriers a customer works with. Focuses largely on on-time performance and tracking. Use this to help customers understand their carrier’s performance on KPIs such as on-time pickup and delivery, tracking, and volume.
Filters
Pickup Planned Date: This is the planned pickup date, not the actual completion date of pickup.
Delivery Planned Date: This is the planned delivery date, not the actual completion date of delivery.
Customer Name: Customer on whose behalf shipment was run (if applicable)
Carrier Name: Carrier that ran the shipment
Mode: Mode by which shipment is run
Status: Corresponds with the status of shipment in the platform (Quote Accepted, Quoting, Tendered, Canceled, Delivered, Reconciled, In Transit, etc.)
Equipment Type: Type of equipment used to run shipment (reefer, dry van, etc.)
Pickup Location: Pickup stop’s location name
Delivery Location: Delivery stop’s location name
Shipment Tags: The value of a Shipwell platform tag placed on a shipment
Reports
On-Time Pickup Percentage by Mode
A line chart that shows the percent of shipments picked up on time by shipment pickup planned month (note, this is not the actual month of pick up, but the value a user must input in the platform for the planned pickup date). Separate lines indicate a different mode. Users can remove a line/mode from the visualization by clicking the corresponding icons at the bottom of the chart. On-time pickup is defined as pickup within 24 hours of the planned pickup date and time.
On-Time Delivery Percentage by Mode
A line chart that shows the percent of shipments delivered on time by shipment delivery planned month (note, this is not the actual month of delivery, but the value a user must input in the platform for the planned delivery date). Separate lines indicate a different mode. Users can remove a line/mode from the visualization by clicking the corresponding icons at the bottom of the chart. On-time delivery is defined as delivery within 24 hours of the planned delivery date and time.
Shipments by Mode
Pie chart that shows the percent of customer’s shipments run via each mode out of total shipments.
On-Time Performance
Bar chart with a trend line that shows the past 6 months of on-time performance. The months displayed are the planned pickup months. Bars display the total count of both on-time pickups and on-time deliveries. The lines display the on-time pickup and on-time delivery percentages. Users can remove a bar or line by clicking on the corresponding icons at the bottom of the chart.
Pickup Locations
A table that displays the count of picked-up shipments, on-time pickup percentage, average dwell time in minutes (defined as the total time between arrival and departure at the facility), count of tracked shipments that departed from a facility, and the percentage of tracked shipments out of total shipments departing facility segmented by customer’s pickup locations (facility or company name). Tracked shipments in this view are defined as shipments that have at least one tracking update per day in transit.
Delivery Locations
A table that displays the count of delivered shipments, on-time delivery percentage, average dwell time in minutes (defined as the total time between arrival and departure at the facility), count of tracked shipments that arrived at a facility, and the percentage of tracked shipments out of total shipments arriving at facility segmented by customer’s delivery locations (facility or company name). Tracked shipments in this view are defined as shipments that have at least one tracking update per day in transit.
Carrier Compliance
A table that displays all carriers a customer works with and the total number of shipments that have been assigned to the carrier, the carrier’s on-time pickup percentage, on-time delivery percentage, count of shipments picked up on time, count of shipments delivered on time, count of tracked shipments, percentage of shipments tracked of total shipments carried, the total amount paid or owed to carrier including accessorials for all shipments. On-time pickup and delivery is defined as picked up or delivered on the day requested during dispatch. Tracked shipments in this view are defined as shipments that have at least one tracking update per day in transit.
Tender Acceptance %
This table shows tender acceptance % by Carrier Company tendered to. It provides the count of Tenders and Accepted Tenders as well as the Accepted %.
Percent of shipments tracked
This chart shows a shipment count bar chart and a line graphed to show % of shipments tracked.
Tracked % by Mode
Line graph showing the percent of shipments tracked by different modes out of the total number of shipments shipped via that mode. The line graph shows the tracked percentage by month of planned pickup.
Shipments Without Tracking Data
A table that lists delivered shipments that received less than one location update per day in transit by the ID of shipment in the platform, and also displays the date that the shipment was tendered to the carrier, mode, name of shipment entered in the platform, carrier, shipment state as it displays in the platform (delivered or reconciled), pick-up planned date, pick-up completed date (if available), delivery planned date, delivery completed date (if available).
Late Shipments (Not On-Time)
Table that lists shipments that were picked up or delivered outside of a 24-hour window of the planned pickup or delivery date. This report includes all stops for a shipment, so shipments with multiple pickup or delivery stops will have multiple rows within the table. The table includes the shipment platform ID, carrier, mode, pickup ETA window start and end time, planned pickup window, arrival at pickup time (if available), pickup completed time (if available), delivery ETA window start and end time, planned delivery window, arrival at delivery time (if available), delivery completed time (if available).
Container Details
The Container Details dashboard is used for ocean container tracking, planning, and analysis. The dashboard provides metrics around containers on the water, approach last free days, estimated container arrivals, demurrage incurred, etc.
Filters
Status: Shipment’s Status
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Shipment Created Date: A shipment’s created date
Vessel Departed Date: The date a vessel departs from its origin port of loading
Vessel Arrived Date: The date a vessel arrives at their destination port of discharge
Steamship Line: Name of the steamship line transporting the container
Vessel Name: The name of the vessel transporting the container
Rail Carrier: The name of the rail carrier transporting the container
Customs Hold Type: The type of hold at Customs
Port of Loading: The name of a container’s origin port of loading
Port of Discharge: The name of a container’s destination port of discharge
Demurrage Incurred: The amount of demurrage a container has incurred
Container Type: The type of container being used
Last Free Date: The last free date a container can be picked up from the port without penalty
Bol Number / Master Bol Number: A shipment’s bill of lading number
Order Number: The order numbers on a shipment
Purchase Order Number: The purchase order number associated with a shipment
Ocean Carrier SCAC: The SCAC code belonging to the ocean carrier transporting the container
Reports
Container Status
A tile showing total values for the following metrics: Container Departed From Port, Containers on the Water, Containers Arrived at Port, Containers Estimated to Arrive Next 7 Days, Containers with LFD Next 7 Days, Demurrage Incurred
Containers with LFD approaching the Next 7 Days
A bar chart showing the daily number of containers with a last free date within the next 7 days
Containers Estimated to Arrive Next 7 Days
A bar chart showing the daily number of containers with an estimated date of arrival within the next 7 days
Steamship Line Details
A table showing details about steamship lines used
Volume Ratio by Steamship Line
A pie chart showing a breakdown of steamship lines used
Volume Ratio by Rail Carrier
A pie chart showing a breakdown of rail carriers used
Volume Ratio by Port of Discharge
A pie chart showing a breakdown of the container’s port of discharge
Port Lanes
A table showing details for pairs of Port of Loading and Port of Discharge
Port of Loading
A table showing details around the Port of Loading used
Port of Discharge
A table showing details around the Port of Discharge used
Containers On The Water
A table showing details around containers that are currently on the water. This means the container has left the Port of Loading but has not reached the Port of Discharge
Shipment Level Details
A table showing container-related shipment details
Customer Value Report
This dashboard is used to quantify the value of Shipwell’s TMS platform across various features. This is separated into two categories of cost avoidance and efficiency gains. Cost avoidance for FTL is measuring the difference between the average spot line haul quote and the accepted line haul rate. For LTL cost avoidance is measuring the difference between booked LTL rate and the median LTL instant rate quote by service level. Efficiency gains are measuring the hours saved from automated routing guides, compass exception management, and spot bids vs procuring manually.
Filters
Pickup Planned Date: Shipments Planned Pickup Date
Reports
FTL Marketplace
The total value of the difference between the average spot line haul quote and the accepted line haul rate on FTL shipments
LTL Marketplace
The total value of the difference between the booked LTL rate and the median LTL instant rate quote by service level. The service levels are compared as such:
Standard Booked Cost vs Standard Median LTL Instant Rate Quotes
Guaranteed Booked Cost vs Guaranteed Median LTL Instant Rate Quotes
Expedite Booked Cost vs Expedite Median LTL Instant Rate Quotes
Load Optimization
The total value of the difference between pre-optimized and actual cost. This is the coss avoidance from using Shipwell’s Load Optimization.
FTL Marketplace Cost Avoidance MoM
A bar chart showing the monthly FTL Marketplace cost avoidance
LTL Marketplace Cost Avoidance MoM
A bar chart showing the monthly LTL Marketplace cost avoidance
Load Level Cost Avoidance
A table showing shipment level details of shipments that saw cost avoidance from using Load Optimization
FTL Marketplace Load Level
A table showing shipment level details of FTL Marketplace cost avoidance
LTL Marketplace Load Level
A table showing shipment level details of LTL Marketplace cost avoidance
Automated Routing Guide Time Savings (Hours)
The total value of hours saved tendering via automated routing guides vs manually tendering
Compass Time Saving (Hours)
The total value of hours saved using Compass vs using no exception management tools
Spot Bids Time Savings (Hours)
The total value of hours saved per spot bidding in Shipwell vs manually procuring capacity
Shipments with Automated Routing Guides
Count of shipments using automated routing guides
Shipments on Compass
Count of shipments on the Compass exception management dashboard
Spot Bids Delivered
Count of spot bids delivered
Delivered Load Cost Detail
This dashboard provides a table that shows shipment details on shipments in Delivered or Reconciled status. The dashboard is filtered on a shipment’s planned delivery date.
Filters
Carrier: The name of the carrier assigned to a shipment
Reference ID: The 6-digit unique identifier associated with Shipwell shipments
Delivery Planned Date: The shipment’s planned delivery date
Pickup City: The shipment’s pickup location city
Pickup State: The shipment’s pickup location state
Delivery City: The shipment’s delivery location city
Delivery State: The shipment’s delivery location state
Purchase Order Number: The purchase order number associated with a shipment
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed, etc)
Reports
Delivered load cost details
Shipment level details of shipments in delivered or reconciled status
Dock Scheduling Overview
This dashboard gives an overview of a company's dock scheduling appointment statuses, facility details, and unscheduled appointments.
Filters
Facility Created Date: The date a facility was created in the platform
Carrier: The name of the carrier assigned to a shipment
Facility: The name of a dock’s facility
Scheduled Start Date: The start date of a dock schedule’s appointment
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed, etc)
Load Type: The type of load being scheduled
Reports
Total Facilities
Total number of facilities
Total Docks
Total number of docks
Total Load Types
Total number of load types
Total Appointments
Total number of appointments
By Appointment Only Appointments
Total number of appointments that are by appointment only
FCFS Appointments
Total number of appointments that are first come first serve
Average Dwell Minutes
The average dwell time at the facility?
Appointments by Status
A bar chart showing a count of appointments broken down by status
Appointments By Facility
A bar chart showing a count of appointments broken down by scheduled month
Facility Detail
A table showing details at a facility level
Unscheduled Appointments
A table showing Dock Scheduling information at a shipment level
Document Audit
This dashboard is used to identify shipments missing important documents. This report focuses on Invoice, Proof of Delivery, Bill of Lading, and Rate Confirmation document types.
Filters
Delivery Planned Date: Shipment’s planned delivery date
Carrier: The name of the carrier assigned to the shipment
Reports
Delivered Shipments - Full Document List
A table showing shipment level details around the following document types: Rate Confirmation, Bill of Lading, Proof of Delivery, Lumper, and Invoices.
Shipments Missing Invoice - Last Week
A count of shipments missing an invoice document type in the last week
Shipments Missing POD - Last Week
A count of shipments that do not have a proof of delivery document uploaded in the last week
Shipments Missing Invoice - WoW
A line chart showing a weekly count of shipments missing invoices
Shipments Missing POD - WoW
A line chart showing a weekly count of shipments missing proof of deliveries
Delivered Shipments Missing Invoice
A table showing shipment level details of shipments in delivered status and missing invoices
Delivered Shipments Missing POD
A table showing shipment level details of shipments in delivered status and missing proof of deliveries
Freight Expense & Accrual
This dashboard gives an overview of shipments around invoicing. It provides totals and tables with details on non-invoiced, invoiced, and paid shipments.
Filters
Delivery Planned Date: The shipment’s planned delivery date
Status: The shipment’s current status
Purchase Order Number: The purchase order number associated with a shipment
Origin Location: The location name of the shipment’s pickup stop
Destination Location: The location name of the shipment’s delivery stop
Invoice Date: The date an invoice was created
Invoice Number: The identifying number associated with an invoice
Invoice Sub Status: The sub status associated with an invoice
Carrier Name: The carrier assigned to a shipment
Reports
Total Non-Invoiced Freight
Total charge amount of non-invoiced shipments
Total Paid Freight
Total charge amount of with paid invoices
Total Invoiced Freight
Total charge amount of invoiced shipments
Non-Invoiced Freight
A table showing shipment details and financial breakdowns of non-invoiced shipments.
Invoiced Freight
A table showing shipment details and financial breakdowns of invoiced shipments.
Paid Freight
A table showing shipment details and financial breakdowns of invoiced shipments that have been paid.
All Freight
A table showing shipment details of non-invoiced, invoiced, and paid shipments together.
Freight Invoice Audit
This dashboard is used to audit invoiced shipments where the invoice amount doesn’t match up with the original expected cost of the shipment. It also provides the total difference between expected cost and invoiced amount as well as shipment level details in a table format.
Filters
Carrier Name: The carrier assigned to a shipment
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Invoiced Created Date
Due Date
Invoice Status
Invoice Sub Status
Shipment Status: The shipment’s current status
Invoice Updated Date
Created By User Name
Pickup Location Name
Reports
Expected
A total value representing a shipment cost before being invoiced
Invoiced
A total value representing shipments invoiced amount
Difference
A total value representing the difference between the pre-invoiced amount and the invoiced amount per shipment
Invoice Exception Audit
A table showing details on a shipment level to audit the three total values above
High Dollar Cost Shipment Report
This dashboard shows shipment details in a table format where the carrier cost exceeds a certain amount. The cost threshold is set at >= $20,000 by default but can be toggled to the customer’s needs.
Filters
Delivery Planned Date: The planned delivery date on a shipment
Logistics Provider Amount: This is a shipment’s carrier cost
Reports
Loads with high-cost
A table that shows shipments with costs that exceed a certain dollar amount that is determined by the Logistics Provider Amount filter. It defaults to show shipments with a cost greater than or equal to $20,000.
Load Optimization Metrics
This dashboard provides metrics around Shipwell’s Load Optimization feature. It provides the number of shipments and orders being sent through Load Optimization. It also provides the miles, cost, and CO2 emissions savings from using the Load Optimization feature.
Filters
Load Created Date: The date a load was created
Reports
Optimized Orders
Total value of the number of orders that have been optimized
Consolidated Orders
Total value of the number of orders that have been consolidated
% Orders Optimized
This value shows the percentage of total orders that were optimized
% Loads Approved
This value shows the percentage of loads that were converted to shipments
Baseline Cost
Total value of shipment cost without Load Optimization
Optimized Cost
Total value of shipment cost when using Load Optimization
Metric Tons CO2 Saved
The total value of CO2 emissions in metric tons saved when using Load Optimization
Baseline Miles
Total value of miles on shipments without Load Optimization
Optimized Miles
Total value of miles on shipments when using Load Optimization
LTL Actual vs. Planned Cost
This value shows the percentage difference between the original planned cost and the actual cost after going through Load Optimization for LTL shipments
FTL Actual vs. Planned Cost
This value shows the percentage difference between the original planned cost and the actual cost after going through Load Optimization for FTL shipments
Loads with Consolidated Orders
This table shows the monthly volume of loads and orders
Loads Approved
This table shows a monthly breakdown of approved loads vs total loads and provides a % of total loads approved
Cost Savings with Load Optimization
This table shows a monthly breakdown of baseline cost, optimized cost, and % of potential savings.
Actual vs. Planned Cost
A table that shows a shipment level breakdown and details to compare the original planned cost vs actual cost after going through Load Optimization
Loads with $0 Total Cost
This dashboard provides a table with details on shipments that have $0 cost applied.
Filters
Total Cost: A shipment's total carrier cost
Delivery Planned Date: A shipment planned delivery date
Reference ID: The 6-digit unique identifier associated with Shipwell shipments
Carrier Name: The carrier assigned to a shipment
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Status: Shipment’s current status
Reports
Loads with Missing Cost
A table that shows details around shipments with $0 in carrier cost inputted
LTL Instant Rates Performance
Dive-in to LTL loads run by the customer that were booked using P44. P44 is the conduit between our platform and the LTL carrier's platforms that retrieves rates, tracking updates, and document/imaging.
Filters
Planned date: The shipment's planned pickup date
Service Level: P44 Quote Service Level
Carrier: The carrier assigned to a shipment
Shipment Archived (Y/N): Defaulted to take into account all shipments, regardless of archived status. Can be changed to show only archived shipments or only unarchived shipments.
Customer Company Name: The name of the customer associated with a shipment
Reports
LTL Loads Delivered
Total value of the number of LTL loads delivered
Total LTL Spend
Total value of spend on LTL shipments
% Accepted Lowest Bid
Percentage of LTL shipments that chose the lowest available rate
Total Lost Opportunity
The total amount showing the difference between selected rate vs the lowest rate
Carriers by Volume
A pie chart showing the percentage of volume by carrier used
Carriers by Spend
A pie chart showing the percentage of carrier cost by carrier used
Carrier Wins by Service Level
A table comparing the number of carrier wins and wins while being the lowest rate
Top LTL Lanes
A Sankey chart that shows a visualization of top lanes in volume. It visualizes which pickup locations are associated with which delivery locations.
Pickup DOW RPM by Service Level
A table that shows LTL shipment service levels and which day of the week they the shipment picks up
Pickup DOW Volumes by Service Level
A table that shows LTL shipment service levels and which day of the week the shipment is delivered
Lane Prices by Carrier
A table that shows a breakdown of wins and avg cost associated with carriers and the pickup/delivery lanes they run
Shipment Level Data
A table that gives shipment-level LTL-related details
Marketplace Savings
The go-to place for viewing a customer’s performance on spot market bids. Use to help customers understand how much money they are saving by sending shipments out to bid. We can see savings by mode, equipment type, and lane. We also use this to see how many shipments a customer has sent out to receive bids by mode, equipment type, and lane. Savings are calculated by taking the difference between the average bid price and the accepted bid price.
Filters
Shipment Pickup Date: This is the planned pickup date, not the actual completion date of pickup
Shipment Status: This filter is used to determine which shipment status’ gets pulled into the report. It is defaulted to not pull in any shipment currently in Cancelled, Draft, or Quoting status.
Shipment Pickup: Defaults to yes, meaning the shipment pickup stop is first. This means that shipments will only appear once and properties of the shipment in the various reports will not be counted twice if the shipment is multi-stop.
Shipment Archived (Y/N): Defaulted to take into account all shipments, regardless of archived status. Can be changed to show only archived shipments or only unarchived shipments.
Excluded Shipments: Used to filter on a shipments reference ID, the 6-digit unique identifier associated with Shipwell shipments
Customer: The customer associated with a shipment
Pickup City/State: The city and state where a shipment is picked up
Reports
Monthly Savings
Bar chart that shows savings accrued for the past six months on spot shipments. Savings are defined as the difference between the average bid price and the accepted/won bid price on the shipment.
Monthly Savings by Mode
Same as above, with different bars representing different shipping modes. Users can remove modes from the visualization by clicking the corresponding icons at the bottom of the chart.
Monthly Savings by Equipment Type
Same as above, with different bars representing different shipping equipment types. Users can remove equipment types from the visualization by clicking the corresponding icons at the bottom of the chart.
Number of Shipments Quoted Out
Bar graph displaying the total number of shipments a customer has put out for bidding. Bars display the totals for the past six months based on the shipment quote/bid created date.
Number of Shipments Quoted Out By Mode
Same as above, with different bars representing different shipping modes. Users can remove modes from the visualization by clicking the corresponding icons at the bottom of the chart.
Number of Shipments Quoted Out by Equipment Type
Same as above, with different bars representing different shipping equipment types. Users can remove equipment types from the visualization by clicking the corresponding icons at the bottom of the chart.
Top Savings Lanes
A table that shows total linehaul savings, total linehaul savings compared to the minimum bid amount, shipment counts, and average amount saved per shipment by lane. Lanes are defined as pickup and delivery location combinations. Linehaul savings are defined as the difference between the average bid price and the accepted/won bid price on all shipments in that lane. The average amount saved per shipment is the total linehaul savings divided by the number of shipments run for that lane. Linehaul Savings compared to the minimum is the difference between the average bid price and the minimum bid price.
Mobile Tracking
This dashboard helps identify shipments with missed mobile tracking opportunities because a driver's phone number was not entered. On the shipments that do have a driver phone number entered, the dashboard tells you details like whether the phone is on iOS or an Android, is the GPS, location, and/or notification permissions are enabled.
Filters
Phone Number: The driver or dispatcher phone number entered on a shipment
Shipment ID: The 6-digit unique identifier associated with Shipwell shipments
Device Type: Whether the phone number inputted on a shipment is an iOS or Android device
Pickup Date: The planned pickup date of a shipment
Status: The shipment’s current status
Carrier: The carrier assigned to a shipment
Reports
Shipments w/ Driver Phone Number
A table that shows shipments where a phone number has been inputted. This table gives you information on the device such as the device type, permissions enabled, last sign-in date, etc.
Shipments w/ No Driver Phone Number
A table that shows you shipments where a phone number was not inputted. This gives the user a view of shipments that missed an opportunity for mobile tracking.
All Shipments
A table that shows both shipments with and without a phone number inputted. This allows the user to filter down on specific carrier and audit the carriers performance on inputting phone numbers on shipments.
Pricing Lane Breakdown
High-level insights into revenue, volume, and margins by lanes a customer runs. Use this for information on top carriers by volume, top customers (if applicable) by volume, profit margin this week compared to the previous week, and spending this week compared to the previous week.
Filters
Customer: The customer associated with a shipment
Carrier: The carrier assigned to a shipment
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed, etc)
Time Range (Pickup Date): A shipment’s planned pickup date
Time Range (Drop-off Date): A shipment’s planned delivery date
Pickup Market: The first 3 digits of the pickup zip code
Pickup City: The pickup stop’s city
Pickup State: The pickup stop’s state
Pickup Zip: The pickup stop’s zip
Delivery Market: The first 3 digits of the delivery zip code
Delivery City: The delivery stop’s city
Delivery State: The delivery stop’s state
Delivery Zip: The delivery stop’s zip code
Revenue: The customer side of a shipment’s finances. This represents the amount earned on a shipment.
Spend: The carrier cost amount on a shipment
Margin: A shipment’s net revenue (shipment revenue - shipment spend) divided by gross revenue
Open (Y/N): Yes if a carrier has been assigned to the shipment, No if a carrier has not yet been assigned to the shipment
Shipment Archived (Y/N): Defaulted to take into account all shipments, regardless of archived status. Can be changed to show only archived shipments or only unarchived shipments.
Reports
Origin Heat Map
Point map visualization displays customer’s top pickup locations.
Destination Heat Map
Point map visualization displays customer’s top delivery locations.
Volume by Equip Type
Bar chart that shows the breakdown of shipment count by equipment type for the current month (based on planned pickup date)
Pricing Trendline
Line graph that shows average gross revenue and average gross costs for shipments. The start of the graph shows the previous week’s averages and the end of the graph shows the current week’s averages (based on the planned pickup date)
Margin Graph
Line graph that shows revenue margin shipments. The start of the graph shows the previous week’s margin and the end of the graph shows the current week’s margin (based on the planned pickup date). Margin is defined as net revenue divided by gross revenue
Top Lanes - City
A table that shows aggregate shipment information by lane sorted by the number of shipments run for the lane. A lane is defined as a city/state origin and destination pair. The table displays average revenue for shipments run on the lane, average cost, gross revenue, gross cost, margin, # of unique customers, # of unique carriers that run shipments on the lane, percentage of shipments run in this lane compared to the total shipments run, and average trip miles.
Top Lanes - 3 Digit Zip Market
Same as above, with lanes defined as the first 3 digits of the pickup and delivery locations. We use 3-digit zip codes to define a “market”.
Top Customers
A table that shows aggregate shipment information by customer sorted by the number of shipments run for the customer. The table displays average revenue for shipments run on the lane, average cost, gross revenue, gross cost, margin, # of unique customers, # of unique carriers that run shipments on the lane, percentage of shipments run in this lane compared to the total shipments run, and average trip miles.
Top Carriers
A table that shows aggregate shipment information by carrier sorted by the number of shipments run for the customer. The table displays average revenue for shipments run on the lane, average cost, gross revenue, gross cost, margin, # of unique customers, # of unique carriers that run shipments on the lane, percentage of shipments run in this lane compared to the total shipments run, and average trip miles.
Lane History
Table that shows the same information above on a per-shipment level.
Current Open Loads
A table that show shipments with pickup and delivery information, equipment type, the commodity being shipped, the weight of the shipment, and the total max buy amount that a customer can set for a shipment out to bid. Shows all open loads, meaning any shipment whose status is not quoting, draft, or canceled. The table only displays the first pickup stop and last delivery stop.
Shipments Created by User Breakdown
This dashboard breaks down who created a shipment and if the shipment was created via an automated process it tells you the source of shipment creation. The dashboard also shows shipments created and booked today.
Filters
Shipment Created Date: The date a shipment was created
Created By: The user that created a shipment
Reports
Carrier Reps
A table that shows the shipment count where a user is assigned as a carrier rep
Sales Rep Users
A table that shows the shipment count where a user is assigned as a sales rep
Shipments Created By
A table that shows the number of shipments a user created
Loads Booked Today
A table that shows shipment level details of shipments booked today
Shipments Created Today
A table that shows details about who created a shipment and which sales/carrier reps are assigned to shipments created today
Shipping Detail
A high-level overview of the shipper’s operational history, including cost, lane stats, etc. Use for month-over-month freight spend, viewing cost, mileage, volume for top 20 lanes, average cost/mile, average cost/lb.
Filters
Pickup Planned Date: This is the planned pickup date, not the actual completion date of pickup.
Delivery Planned Date: This is the planned delivery date, not the actual completion date of delivery.
Customer Name: Customer on whose behalf shipment was run (if applicable)
Carrier Name: The carrier assigned to a shipment
Status: Corresponds with the status of shipment in the platform (Quote Accepted, Quoting, Tendered, Canceled, Delivered, Reconciled, In Transit, etc.)
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Pickup City/State: Note this is the first pickup city/state, so if a customer has multi-stop shipments this will be the first leg of the shipment.
Delivery City/State: Note this is the last delivery city/state, so if a customer has multi-stop shipments this will be the final leg of the shipment.
Cost: The carrier cost associated with a shipment
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed,etc)
Reports
Monthly Spend
Stacked bar chart that displays the total amount paid by the customer to the carrier (or broker) including accessorials by month of planned shipment pickup date. Stacked values represent spend by mode (FTL, LTL, etc.). Note that if the customer uses the global filters to filter by delivery date, the results will only show shipments delivered in that time frame, but the spend will still be broken down by pickup month.
Top Shipping Locations
Map visualization showing the top 20 lanes by amount spent on each lane. Lanes are color-coded to show higher vs. lower spend.
Avg Lane Stats
Table displaying lane, total packages, total pieces, the total weight in lbs, total shipments, the total amount paid by the customer to the carrier (or broker) including accessorials, total mileage, averages, and % of totals for shipments run in each lane. This will show all data for planned, in transit or delivered shipments unless configured in the global filters.
Total Carrier Cost
A pie chart displays the portion of the total amount paid by the customer to the carrier (or broker) including accessorials by mode. This can be filtered by any of the global filters on the dashboard to narrow in on timeframe, specific customers, specific locations, etc.
Ship From Locations
Point map visualization displays customer’s top pickup locations.
Ship To Locations
Point map visualization displays customer’s top delivery locations.
Top Ten Pickup City State
Bar chart that shows either the total amount paid by the customer to the carrier (or broker) including accessorials or the percent of this total by top pickup locations (unique city, state, zip code combinations). A top pickup location is determined by the count of shipments picked up. Users can toggle between viewing the total amount spent or the percent of the total by clicking on the circles at the bottom of the chart.
Top Ten Delivery City State
Bar chart that shows either the total amount paid by the customer to the carrier (or broker) including accessorials or the percent of this total by delivery location (unique city, state, zip code combinations). A top delivery location is determined by the count of shipments delivered. Users can toggle between viewing the total amount spent or the percent of the total by clicking on the circles at the bottom of the chart.
Top Ten Pickup Locations
Same as above, with the pickup location defined by the name a user associates to the pickup location in the platform. This is usually a company/facility name.
Top Ten Delivery Locations
Same as above, with delivery location defined by the name a user associates with the delivery location in the platform. This is usually a company/facility name.
Avg Cost (USD) Per Lb
A line chart that shows the monthly average carrier cost per pound by mode
Total Avg Cost (USD) per Lb
A horizontal bar chart that shows the total average carrier cost per pound by mode
Avg Cost (USD) Per Mile
A line chart that shows the monthly average carrier cost per mile by mode
Total Avg Cost (USD) per Mile
A horizontal bar chart that shows the total average carrier cost per mile by mode
Shipments List
Table with a list of all shipments in the customer’s platform. It contains almost all information associated with a shipment, such as pickup/delivery times, locations, shipment status, cost of shipment, carrier, etc. Use this for general operational reporting. It is a report that customers can download and manipulate as they choose. This report is commonly modified by customers to add additional custom data fields.
Filters
Pickup Planned Date: This is the planned pickup date, not the actual completion date of pickup. This value defaults to a pickup within the past 7 days.
Delivery Planned Date: This is the planned delivery date, not the actual completion date of delivery.
Status: Corresponds with the status of shipment in the platform (Quote Accepted, Quoting, Tendered, Canceled, Delivered, Reconciled, In Transit, etc.). This report defaults to delivered shipments, but this can be adjusted by the user as needed.
Customer: Customer on whose behalf shipment was run (if applicable)
Carrier Name: The carrier assigned to a shipment
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed, etc)
BOL #: BOL # associated with a shipment in the platform
PRO #: PRO # associated with a shipment in the platform
Tags: Any tags the customer has added to shipments in the platform
Pickup Location: Name of company or facility location shipment is picked up from. Note this is the first pickup location, so if a customer has multi-stop shipments this will correspond to the first pickup location of the shipment
Delivery Location: Name of company or facility location shipment is delivered. Note this is the last delivery location, so if a customer has multi-stop shipments this will associated with the last delivery location of the shipment
Pickup City/State: Note this is the first pickup city/state, so if a customer has multi-stop shipments this will be the first leg of the shipment.
Delivery City/State: Note this is the last delivery city/state, so if a customer has multi-stop shipments this will be the final leg of the shipment.
Pickup Zip: Zip code of first pickup stop
Delivery Zip: Zip code of final delivery stop
Pickup Actual Arrival: The date a carrier actually arrives at the shipment’s pickup stop
Delivery Actual Arrival: The date a carrier actually arrives at the shipment’s delivery stop
Purchase Order Number: The purchase order number associated with a shipment
Shipment Created Date: A shipment’s created date
Reports
Shipments List
Large table with the following data points:
Reference ID: The 6-digit unique identifier associated with Shipwell shipments
Links to shipment in the Shipwell platform
Date shipment was created in the platform
Shipment status, user company (shipper)
Customer company (this would be the brokerage if one exists)
Customer company name
Carrier Name: The carrier assigned to a shipment
Count of shipment stops
Pickup and delivery location (name of company or facility), pickup and delivery address/city/state/zip, pickup and delivery planned date, pickup and delivery planned window start and end date-times, pickup and delivery arrived time (if available), pickup and delivery completed time (if available)
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed,etc)
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Total shipment trip miles
# of packages (pallet count)
# of pieces
Shipment tracking yes or no (at least one tracking update per day in transit)
BOL #
PRO #
Purchase Order #
Customer Reference #
Pickup #
Is shipment archived (yes or no)
Total shipment weight in lbs
Gross Revenue (Amount shipper paid to the broker, if applicable)
Gross Cost (Amount paid to carrier)
List of tags associated with the shipment
Shipment Overview
A high-level overview of the shipper’s operational history, including cost, lane stats, etc. Use for month-over-month freight spend, cost, mileage, and volume for the top 20 lanes.
Filters
Shipment Pickup Date: This is the planned pickup date, not the actual completion date of pickup.
Shipment Delivery Date: This is the planned delivery date, not the actual completion date of delivery.
Customer: Customer on whose behalf shipment was run (if applicable)
Carrier: The carrier assigned to a shipment
Shipment Status: Corresponds with the status of shipment in the platform (Quote Accepted, Quoting, Tendered, Canceled, Delivered, Reconciled, In Transit, etc.)
Mode: Shipment’s Mode (FTL, LTL, Drayage, etc)
Pickup City/State: Note this is the first pickup city/state, so if a customer has multi-stop shipments this will be the first leg of the shipment.
Delivery City/State: Note this is the last delivery city/state, so if a customer has multi-stop shipments this will be the final leg of the shipment.
Shipment Archived (Y/N): Defaulted to show all shipments, regardless of archived status. Can be changed to show only archived shipments or only unarchived shipments.
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed, etc)
Pickup Company: The name of the company associated with a pickup stop
Delivery Company: The name of the company associated with a delivery stop
Cost: The total carrier cost of a shipment
Shipment Created Date: The date a shipment was created
Reports
Monthly Spend
Stacked bar chart that displays the total amount paid by the customer to the carrier (or broker) including accessorials by month of planned shipment pickup date. Stacked values represent spend by mode (FTL, LTL, etc.). Note that if the customer uses the global filters to filter by delivery date, the results will only show shipments delivered in that time frame, but the spend will still be broken down by pickup month.
Monthly Volume By Mode
A stacked bar chart showing monthly volume by mode. The time range is based on a shipment’s planned pickup date
Top 20 Lanes
Map visualization showing the top 20 lanes by amount spent on each lane. Lanes are color-coded to show higher vs. lower spend.
Top 20 Lanes Stats
A table showing lane level details for the top 20 lanes by volume
Total Shipments Per Month
A line chart that shows the monthly volume
Spot Market Performance
Insight to non-contract shipments that were assigned to a carrier via the platform’s bidding process. Another great report for customers who use the spot market or bidding process to tender shipments or customers who generally contract shipments, but occasionally use the spot market to tender shipments. This is more operational than Marketplace Savings, as rather than emphasizing savings, this report shows more information pertaining to all bids, so customers can get a sense of the efficiency of their bidding process and the best partners to work with. The report provides good information on the carriers who most frequently receive bids, how their bid price compares to other carriers, and how quickly they respond to bids.
Filters
Pickup Planned Date: planned pickup date
Pickup City: The pickup stop’s city
Delivery City: The delivery stop’s city
Carrier: The carrier assigned to a shipment
Equipment Type: A shipment’s equipment type (Dry Van, Reefer, Flatbed, etc)
Status: The shipment’s current status
Reports
Spot Loads Delivered
Single value visualization showing the number of spot loads that have been delivered
Total Spend
Single value visualization showing the amount the customer has spent on spot loads
Accepted Lowest Bid %
Single value visualization showing the percentage of shipments for which the customer accepted the lowest dollar-amount bid
Weekly Volume and RPM
Bar chart with a line that shows the total number of spot shipments picked up in the past four weeks and the average revenue per mile per week.
Spot Market Weekly Spend
Bar and area chart combo that shows the total spend on spot shipments picked up in the past four weeks and the cumulative spend for the past four weeks.
Carriers by Volume
A pie chart that shows the percentage of volume by carrier used
Carrier Win Rates
Table displaying carriers and how they have performed in the customer’s bidding process. For each carrier, there is the count of total opportunities (number of shipments) offered to the carrier, the count of times they bid on the customer’s opportunity, the count of times they won the shipment, the average time in minutes taken to respond to an opportunity, bid, and win rates defined as the number of times they bid/won a shipment out of the number of times an opportunity was offered.
Top Spot Lanes
Heat-colored visualization that displays the top 10 lanes (city/state combinations) for which a customer frequently runs spot shipments.
Pickup/Drop-off DOW Volumes
Pivot Table that shows planned pickup and delivery day of week combinations and the number of spot shipments scheduled for each combination.
Pickup/Drop-off DOW RPM
Pivot Table that shows planned pickup and delivery day of week combinations and the average revenue per mile for each combination.
Lane Prices by Carrier
Pivot table that displays lanes and the number of times individual carriers have bid on spot shipments for that lane, the minimum bid from that carrier, and the average bid from that carrier
Load Level Details
A table that shows individual spot shipments, shipment created date, pickup location, delivery location, planned pickup and delivery dates, the carrier that ran the shipment, carrier’s bid amount, bid rank (1 being lowest $ value bid), created rank (1 being the earliest carrier to bid on the shipment), and the carrier’s response time in minutes to the bid request.