Savings Management report
Updated 1 month ago
by
Katarzyna
Who can use this function? Function available to CargoON and Trans for Forwarders users who purchased a complementary product: Business Intelligence reports. The reports are visible to selected users specified by the company requesting access. Learn more about the BI reports product. |
Based on the data from the Savings Management report you can:
- see the results of the negotiations on the Trans.eu Platform,
- check how effectively your employees negotiate,, whether they can achieve more favourable conditions compared to the first, lowest and highest offer received,
- compare the performance of your employees,
- find out where negotiations bring the best results.
Navigation in the Savings Management report
To open the report, go to the Savings Management tab in the BI Reports module.
The report consists of 6 main sections:
- Accepted price chart- shows the total number of transactions made on the Trans.eu Platform,
- Employee accepted price table - lists the employees who made transactions,
- Accepted price on Loading country map - with the total number of transactions per country,
- Savings from chart - with the amount of generated savings,
- Employees savings from First price table - with the amount of savings generated by employees
- Savings from First price on Loading map - with the value of negotiations per country
Accepted price
The Accepted price chart presents the total value of transactions made over a specified period, along with the median and the extreme (lowest and highest) values.
Total stands for the total value of transactions made on the Trans.eu Platform.
The arrow indicates whether the current value is higher or lower than the value from another selected period.
Employee accepted price
In this section you will find a list of employees sorted by the number of transactions made by them, starting with the highest number and ending with the lowest.
You can compare the negotiation results of individual employees and see which of them generated the highest cost of the concluded transactions and which of them negotiated most effectively.
The list displays up to 9 employees. Use the slider to specify the number of people displayed and the filter to select a specific employee.
Accepted price on Loading country
The map presents the total value of transactions for the countries in which they were made.
You can switch the view between "Unloading" and "Loading" using the list next to the Country parameter.
Savings from
The chart allows you to see the savings your employees have achieved through effective negotiation.
You can choose how you want to calculate the savings, e.g. by comparing the employee's first offer with the accepted price.
Savings made during negotiations are calculated as the difference between the accepted freight price and the selected value:
- First Offer - the first price offer made by your employee,
- Min Offer - the lowest price offer received from the subcontractor,
- Max Offer - the highest price offer received from the subcontractor,
Total is the sum of savings for all transactions.
The arrow compares values from the previous period - showing whether the current value is higher or lower.
Employees savings from First price
The chart is linked to the parameter you selected for the Saving from chart.
It shows how your employees negotiate prices - the higher the value on the graph, the more effective their negotiation was. The value of the savings achieved is calculated by multiplying the amount of the transaction made (accepted price) by the parameter selected in the Saving from chart.
If you select Max offer in the Saving from chart, you will see values for this parameter in the Employee savings from Max offer chart:
The chart shows up to 9 top employees. You can change this number using the slider.
When you click on the name of a particular employee, the other charts will show the results of that employee only.
Savings from First price on Loading
This section shows the savings made during the ongoing negotiations in each country.
You can choose whether you want to see the savings at the loading or unloading places (using the drop-down list) and how you want to calculate them (based on first price, min offer, max offer - parameter selected in the Savings from chart).
Filtering
Click on the filter icon in the right-hand column to open the filter settings of the Savings Management report.
Filter settings include:
- range of displayed data (Unloading date)
- currency of the transaction (Currency)
- country of loading (Loading country)
- country of unloading (Unloading country)
- employee (Employee)
