Profitability Report

This report enables brokers to monitor and assess financial performance across various categories, including organization, customer, tariff, vendor, sales representatives, and carrier representatives.

There are seven types of profitability reports available:

Profitability by Month
Profitability by Organization (Customer)
Profitability by Tariff
Profitability by Vendor
Profitability by Sales Rep
Profitability by Carrier Rep
Profitability by Detail

By default, the report displays data from the Profitability by Month view, this is filtered based on the Pickup Date. It covers the period from the first day of the current year up to the date the report is generated. The report includes shipments with statuses ranging from Quote to Complete.

When these default filters are applied and the Create Report button is selected, the system will present two main sections:

Profitability by Month – Chart (Left Panel)
This visual section includes a line graph with three color-coded metrics:
- Dark Blue – Total Margin
- Light Blue – Total Commissions
- Dark Purple – Total Buy
Profitability by Month – Details (Right Panel)
This section provides a detailed table with the following columns:
- Year
- Month
- Buy
- Sell
- Margin
- Margin %
- Shipments
- Commission
- Net Margin

Additionally, each report view allows users to assess financial performance from different business perspectives and will display the following metrics for each grouping:

Shipments – Total number of loads included in the data set.
Buy – The cost paid to the carrier.
Sell – The amount billed to the customer.
Gross Margin – The total profit before commissions, calculated as:
```
Gross Margin = Sell - Buy
```
Margin % – The gross margin as a percentage of the sell price
Commission – Total commission amounts associated with the loads.
Net Margin – The final profit after subtracting commissions from the gross margin:
```
Net Margin = Gross Margin - Commission
```
Net Margin % – The net margin shown as a percentage of the sell amount.

‼️IMPORTANT NOTES‼️

When filtering by Carrier Rep and Sales Rep, the system attributes the entire value of the load to each sales rep assigned. Please note that the system does not automatically split revenue, costs, or margins among multiple commission reps assigned to the same load.
The Sales Rep and Carrier Rep report results are based on the existing commission records associated with each load. This means that the user who added the carrier to the load must also be listed as a commission user on that load.
- Related articles:
  - Carrier Rep

- - Add Commissions for Customer Company

Lastly, this report also offers the ability to filter by Detail, which provides a comprehensive breakdown of the organization’s accounting data. In addition to this, the system supports filtering by Customer and Vendor Type, including filters for Organization and Carrier.

The Detail report includes the following columns:

Shipment ID
Office
Customer
Customer Type
Linehaul Carrier
Sales Reps
Buy
Sell
Margin
Commission
Net Margin
Origin City
Origin State
Destination City
Destination State
Status
Entry Date
Pickup Date – Uses the Pickup Ready Date / Time value of the shipment.
Delivery Date – Uses the Estimated Delivery Date / Time value of the shipment.
Invoice Date
Invoice Payment Status
Bill Date
Bill Payment Status
Linehaul Carrier Pro Number
Tariff Name
Organization Hierarchy

This view is helpful for users who need a breakdown of shipment-level financial and operational data, making it easier to review and analyze performance.

Permissions required:

Access to this report requires two sets of permissions, depending on the level of visibility needed:
1. For business-level access:
  - Reports - Business Level
  - User Allowed Org Access
2. For organization-level access with accounting visibility:
  - User Allowed Org Access
  - Accounting AR Payments
  - Reports - Basic

How to access the report?

Locate the Reports tab and click on Profitability Report