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      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.

      Overview

      The Profitability Report in our TMS provide powerful insights into your company’s financial performance from multiple perspectives—monthly trends, customer-specific data, vendor analysis, and commission breakdowns.

      This guide walks you through how to access these reports, what each report type offers, and how to interpret the data effectively.

      How to Access the Profitability Report

      1. Navigate to the Reports tab in Tai TMS.

      2. Select Profitability Report from the dropdown list



      Report Types

      There are seven types of profitability reports available:

      1. Profitability by Month

      2. Profitability by Organization (Customer)

      3. Profitability by Tariff

      4. Profitability by Vendor

      5. Profitability by Sales Rep

      6. Profitability by Carrier Rep

      7. Profitability by Detail

       

      Profitability reports for Sales Rep and Carrier Rep include a dropdown menu that enables you to generate reports for both reps, rather than being limited to just the selected rep type. (See image below)

       

       

      Default View and Filters

      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:

      1. 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


      2. 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 is shown as a percentage of the sell amount.

       

      Profitability by Sales Rep 

      Understanding how reps are counted in the report:

      • If a user is listed as the Carrier Rep in the Shipment Action Log and has only one commission on the shipment, they are counted only as Carrier Rep.

      • If the same user is listed as Carrier Rep and has two commissions on the shipment, they are counted in both roles Carrier Rep and Sales Rep in the report.

      This ensures visibility across roles for users who contribute in both sales and carrier management capacities.

      ⚠️ IMPORTANT NOTES ⚠️ 

      • When filtering by Sales Rep or Carrier Rep, the entire value of the load is attributed to each assigned rep.  

        • 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.

      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