Type & activity report
Updated 3 hours 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. |
With these reports, you can:
- Identify key trends and periods in which the company operates most effectively,
- Assess the efficiency of the best employees,
- Optimize actions related to freight publication.
Data source: data comes from the Freights module.
Data scope: the reports include published freights, covering the full process of their creation, contractors' responses, negotiations and final acceptance, as well as those that ended with the conclusion of a transaction on the platform.
Type & activity is a report showing an activity chart in terms of:
- Conversations on the messenger,
- Completed negotiations,
- Negotiations with messenger conversations,
- lack of any activity (freights for which no activity was recorded).
Based on data from the Type & activity report you can:
- get information on what happened to the freight after its publication
- see which employees are highly efficient and with what effort
- check how many freights were negotiated officially and how many of them were negotiated in conversations on the Messenger
- verify how your employees find subcontractors and what results they achieve
Navigation in the Type & activity report
Go to the BI Reports module and select the Type & activity tab.
The report consists of 5 main sections:
- KPI - at the top of the report, showing the summed values.
- Publication type pie chart - shows the sum of published freights by publication type.
- Publication over time bar chart - shows the sum of published freights by publication type and activity types over time.
- Publication conversion funnel chart - shows the conversion of freights.
- Publication per user table - displays the number and percentage of publications made by users.
Setting the range of analyzed data
You can define the scope of the data analyzed using filters.
- Click the filter symbol in the right column to open the filter settings for the Type & activity report.
Filter settings
- the time range for the displayed data (Choose calendar) - you can specify the time range for the publication date or unloading date.
- Publication type - including the ones to the exchange (Exchange), to selected/groups (Groups), multi-publications, direct, to a fixed route (Fixed routes), SmartMatch,
- Employee,
- Transport direction of your freight by country (Country directions) - defined by the country code,
- Body type,
- Freight type,
- Capacity range,
- Offer status: Freights with response (Is response?), freights in negotiation (Is negotiation?), accepted freights (Is accepted?).
Note! This type of filter is contextual. If you do not have offers in negotiation, for example, this filter will not appear in your report. In case of multifreight publications, if the offer is partially accepted, it will be included in the accepted freights.
- Carrier name,
- Freight number,
- External ID.
KPI - Type & Activity
In the upper part of the report, we present the sum of key metrics related to the entire company.
Meaning of tiles:
- Freights published - total number of freights published on the Trans.eu Platform
- Freights with responses - total number of price proposals received from carriers in response to a unique freight offer, along with their percentage share in the total number of published freights.
- Freights with negotiation - total number of freights currently in negotiation, along with their percentage share in the total number of published freights.
- Accepted freights - total number of published freights that resulted in concluding a transaction, along with their percentage share in the total number of published freights.
- Not accepted - total number of published freights, which ultimately did not result in a transaction.
Publication type chart
Publication type data is presented with a donut chart that shows the sum of published freights by freight publication type:
- to companies (Company)
- direct offers (Direct)
- to the public freight exchange (Exchange)
Publications over time chart
This chart shows the total published freights over time using two views:
- by Publication type
- by Publication activity
Depending on the selected view type, the legend will show you which color indicates the selected publication type (to companies, direct offers, public freight exchange offers) and which corresponds to a given activity:
- Negotiated with conversation - the number of freights negotiated using the negotiation window and the related conversation via messenger,
- Conversation only - the number of freights for which only a messenger conversation occurred,
- Negotiation only - the number of freights negotiated via the negotiation window (in the freight drawer or in the dedicated messenger negotiation window),
- Without activity - the number of published freights without any interaction (no negotiations or conversations).
Publication conversion funnel chart
This chart illustrates the stages of engagement for published freights, showing the conversion of a company's freight publications:
- Publications - number of publications. It may be greater than the number of freights if individual freights were published multiple times.
- Publications with activity - number of freights that received a response, broken down into:
- Negotiation only - number of freights negotiated using the negotiation window (in the freight drawer or in the messenger),
- Negotiation with conversation - number of freights negotiated using the negotiation window and the related conversation in the messenger,
- Conversation only - number of freights for which a conversation took place on the messenger.
- Accepted - number of accepted publications;
- Publications without activity - number of published freights without any interaction (negotiations or conversations).
Publications per user table
The employee table presents the number and percentage of published freights, publications negotiated and/or discussed in the messenger, and those that have not received any reaction.
