Customer Trends Report

The Customer Trends Report provides brokers with insights into customer behavior, revenue trends, shipment volume, and margins over time, helping identify business shifts like volume loss or margin declines for proactive engagement.

The report can be accessed through the Reports tab located within the Back Office.

Sales Person: Filter by sales representative assigned to each account.
Customer Name: Search for specific customers.
Shipment Types: Multi-select filter to view trends by mode (LTL, FTL).
Time Frame to Compare To (e.g., Last 30 Days)
- Defines the period for "Recent" metrics:

Note:

Also used in trend calculations by comparing this period to the average data range.
Custom Date Range (Capped at 24 months for performance considerations)

Date Ranges for Average Data (e.g., Previous 90 Days)
- Defines the period for "Average" metrics and all "Trend (%)" calculations by establishing a baseline for comparison:
  - Average Revenue ($)
  - Shipment Average
  - Average Margin ($)
  - Average Margin (%)
  - Average Margin $/Load
  - Revenue Trend (%)
  - Shipment Trend (%)
  - Margin $ Trend
  - Margin % Trend
  - Margin $/Load Trend

Identify Customer Retention Issues
- A broker can use the "Last 7 Days" trend to quickly detect a drop in shipments from a key customer and take immediate action.
Evaluate Sales Performance
- Sales managers can analyze customer accounts by salesperson to track revenue growth and margins.
Compare Seasonal Trends
- Freight brokers can compare current year-to-date performance with the previous year to identify market trends.
Monitor Shipment Profitability
- By reviewing margin per load, brokers can determine which accounts are the most profitable and where adjustments are needed.