Directions report
Who can use this function? The function is available for CargoON and Trans for Forwarders users who have purchased a supplementary product: BI reports. Reports are visible to selected users indicated by the company requesting access. Learn more about BI reports. |
- monitor price trends,
- optimize costs,
- assess the effectiveness of negotiations.
Data source: Data comes from the Freights module.
Data scope: Reports are based on data obtained from the Freights module and cover all freights for which a formal transaction was concluded.
Cost calculation is based on the unloading date.
Currency exchange rates are calculated on the unloading date.
The Directions report will allow you to check in which directions your costs generated using the Trans.eu Platform are increasing and in which they are decreasing.
With the report you can:
- see how your costs are distributed across:
- particular countries in which you carry out transports,
- employees who manage transport directions,
- amount of freights,
- kilometers traveled (instead of estimated kilometers),
- time range. (instead of particular months.)
- monitor cost increases and decreases, analyze where and why they occur.
- control the number of transactions and related costs.
- check what share your employees have in the costs related to managing particular directions.
The cost calculation is based on the date of unloading the freight.
Currency rates are converted according to the day of unloading the freight.
Navigation through the Directions report
The Directions report can be found in the BI reports module by opening the tab visible in the top menu.
After clicking on the tab, you will see a report consisting of 5 main sections:
- KPI's tiles - showing the values of the entire company
- Directions chart - showing costs for the top 5 directions.
- Exact directions table - showing costs in exact directions.
- Maps with places of loading and unloading.
- Employees - a table showing the share of employees in the costs in a given direction.
Setting the scope of analyzed data
You can define the scope of analyzed data using filters.
- Click the filter symbol in the right column to open the filter settings of the Directions report.
Filter settings
- Time range of displayed data (Unloading date) - you can specify the time range for the unloading date.
- Publication type - including the ones to the exchange (Exchange), to companies (Company), direct.
- Employee,
- Transport direction of your freight by country (Country directions) - defined by the country code,
- Body type,
- Freight type,
- Capacity range,
- Currency - currency in which prices are shown is displayed above the KPI and with selected indicators. There are two currencies to choose from: EUR and PLN.
- Carrier name,
- Freight number,
- External ID.
KPI's tiles
The upper bar of the report shows the sum of values for the time period specified in the filters. Values are presented for the time period and currency specified in the filters. Please delete the sentence: It illustrates the trend of individual values comparing them to the previous period.
Please remove the pink frame with the text:
Learn more about each tile
Accepted freights - the total number of all formally accepted freights - those where the transaction was concluded.
Total transportation costs - costs of all accepted freights.
Costs per freight - costs calculated per freight.
Total km - the number of kilometers traveled
Costs per km - average cost per kilometer.
Number of negotiations - number of negotiations held.
Number of responses - number of responses to offer inquiries.
Hover over a selected tile, and a tooltip will appear with a description explaining the value presented in the tile.
What do the tiles mean:
- Accepted freights - the total number of published freights, the publication of which resulted in a transaction.
- Freights with negotiation - the total number of freights under negotiation.
- Total km - the number of kilometers traveled.
- Money paid - the total cost of all accepted freights.
- Cost per freight - the cost of one freight in the analyzed time period.
- Cost per km - the average cost of freight calculated for each kilometer traveled.
Directions Chart
Above the table, you will find the Select View drop-down list, which allows you to choose from three view options:
- Loading place - you will get data showing costs at the loading place,
- Unloading place - you will get data showing costs at the unloading place,
- Loading-Unloading - data generated based on transport directions (from the loading place to the unloading place).
In the table (instead of In this part of the report), you will find detailed data presented using indicators and columns:
- Name of direction - 5 most popular directions are displayed by default.
With filters discussed below, you can indicate the directions you are interested in.
- The total number of accepted freights in a given direction (Accepted freights)
Please delete, including the screenshot: - the sum provided with the comparative indicator. The current period is compared to the previous one, which can be specified using filters.
The blue and red arrows show whether the trend for the month is up or down.
- The total sum of costs in a given direction (Total km) (Please delete- it is the cost per freight (quotient of the accepted freights and the total cost in the direction).
- The total sum of kilometers on routes accepted for a given direction (Money paid) - it is the cost per freight (the quotient of accepted freight and the total cost for the direction),
Please delete - the sum is provided together with the comparative indicator. It is a general calculation. - Average cost of one freight on a given route (Costs per freight),
- Average cost per kilometer - total costs have been converted to the total number of kilometers. These are general estimates.
Please delete, including the screenshot: You can filter this part of the report by:
- loading place - you will get data showing the costs at the place of loading,
- unloading place - you will get data showing the costs incurred at the place of unloading,
- direction.
Exact Directions Chart
This part of the report is a deeper analysis of the data from the Directions section. You can analyze the number of negotiations and responses, number of accepted freights, their costs and kilometers, based on specific directions, including exact addresses.
Please delete: You can filter this part of the report by:
- loading place - you will get data showing the costs at the place of loading,
- unloading place - you will get data showing the costs incurred at the place of unloading,
- direction.
Loading/Unloading Countries Maps
On the maps, you can see the countries where freight operations took place.
Loading Countries - the map shows places of loading. Unloading Countries - places of unloading.
The values shown on the maps depend on the selected parameter - for example, you can specify whether you want to check which countries generate the highest costs for you or where the highest rates apply.
Above the maps, you will find a dropdown list Choose parameter, which allows you to filter the maps by: (instead of You can filter this part of the report by):
- number of accepted freights,
- amounts spent on transport instead of transport cost,
- amounts spent on transport instead of transport cost broken down by freight,
- amounts spent on transport instead of transport cost broken down by kilometers traveled,
- responses to published offers,
- negotiations held.
Employees
The chart presents the share of employees in the costs in a given direction.
See on which directions employees generate the highest and lowest costs
Please delete Filtering section
Click the filter symbol in the right column to open the Directions report filter settings.
Set filters according to the type of information you are interested in.
In the filter settings you can choose:
- range of displayed data (Unloading date)
- currency of the transaction (Currency)
- Loading country
- Unloading country
- Employee
Freight table
You can turn on the table view, where you will see all the freights included in the report. To do this, turn on the slider next to Details.
Please delete the screenshot
Additional features
- The "i" icon - hover over the icon to see detailed information about the range of data.
Instead of The i icon shows the range of data.