Negotiations report
Updated 1 day ago
by
Katarzyna
Who can use this function? Function available to CargoON and Trans for Forwarders users who have purchased the complementary product: Business Intelligence reports. Reports are visible to users selected by the company ordering 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.
Based on data from the Negotiation report you can:
- check what savings were achieved or could have been achieved on individual freights,
- see the negotiation process for each freight in the form of a chart,
- plan your strategy for future price negotiations based on historical data
Navigating in the Negotiation report
Parameters that allow you to set the number and status of freights and how to sort them.
- KPI with summarized data for the entire company, based on selected filters.
- Top directions table with data on negotiations for the most popular routes with the largest number of loads per route or by offer discrepancy (between the initial proposal and the finally accepted conditions).
- Total directions table with data on negotiations for specific freights and routes.
- Negotiation flow chart showing the course of negotiations for the selected freight or route.
- Negotiation view chart with information about carriers.
Setting the range of analyzed data
You can define the range of analyzed data using filters.
- Click the filter symbol in the right column to open the Negotiations report filter settings.
Filtering
- 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.
- From the drop-down list under KPI Choose freight status you can select the freight status (accepted, not accepted, or all).
KPI - Negotiations
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.
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.
MMP is marked with a color from yellow to brown - it indicates the difference between our price and the market median. The more intense the color, the greater the difference.
We refer to our transport price - if the difference is bigger, it means a more favorable situation for us. After hovering the cursor over the selected part of the charts in the report, you will find a broader explanation in the tooltip indicating that, for example:
✔ the cost was below the market median,
❌ the cost was above the market median.
Top directions table
The table presents the most popular routes on which offers were submitted and negotiated. Data can be displayed by the largest number of freights on the route or the largest offer discrepancy.
For each direction, you can check:
- the total number of unique freights that were accepted (Accepted freights),
- the total number of unique carriers that participated in negotiations on a given route (Carriers negotiated),
- the total value of all accepted freights on a given route (Money paid),
- the value calculated per freight (Cost per freight).
You can set the parameters of the data displayed: select the number of the best routes displayed and the type of sorting.
Total directions table
The table presents data for the total number of directions, including:
- freight number,
- exact loading and unloading address,
- name of the employee who published and negotiated the freight offer,
- number of carriers negotiating a given freight,
- accepted price for a given freight,
- value of the minimum offer for a given freight,
- value of the maximum offer for a given freight,
- average price per kilometer,
- median market price per kilometer.
You can choose the sorting type and display data for:
- All freights,
- non-savings freights,
- savings freights.
Employee efficiency - check which of your employees is the most effective in negotiations, e.g. an employee who regularly achieves small differences between the maximum offer and the accepted price can be considered a good negotiator.
Attractiveness of offers - check which destinations are most often negotiated by carriers.
Negotiation effectiveness - you can compare how negotiations are progressing on selected routes and decide where you can set higher offer rates.
Negotiation flow chart
This section shows the progress of negotiations on selected routes.
To view the data, click on the selected freight in the Total directions table.
After selecting a route, the first column will show the data of all carriers who participated in the offer negotiations on this route.
In the second column, a bar chart shows the negotiation process — in pink, offers submitted by the shipper and in blue - by the carrier.
Negotiation view chart
This is a chart that shows a general view of the negotiation process. Prices that were negotiated are marked in blue, accepted amounts in navy blue.
You can view data by:
- carrier:
- without detailed breakdown
At the bottom of the table, the hours during which negotiations took place are marked.
Additional features
- The "i" icon - hover over the icon to see detailed information about the range of data.
