Pipeline by status List
Which owned pursuits carry expected value in each commercial stage?
From Shipper Accounts
- Logistics CRM
- Reports and Analytics
Reports for the questions your team asks
Read pipeline, lane, follow-up and review results from the recorded work.
Overview×
Logistics CRM · Overview
Logistics CRM dashboard
This quarter
Lane opportunities in view
6Total weekly loads
1,820Submitted
6Rate valid until in 14 days
3Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 31 | ||
| Qualified | 21 | 68% | |
| Proposal | 13 | 62% | |
| Negotiation | 8 | 62% |
Expected value USD by status
Sample totals per stage
Questions to answer
Lane review aging List
Which submitted lane bases are approaching their rate validity date?
From Opportunity Pipeline
Relationship follow-up List
Which due contacts have a completed date and a useful outcome?
Independent decisions List
Which reviewer approved, rejected or returned a case, and which revision did they assess?
From Opportunity Pipeline
Operation exceptions List
Which guarded actions need inspection before their effect is treated as complete?
More reports
Expected closes List
List open opportunities by expected close date and counterparty.
Lane demand by origin Grouped
Group weekly loads by origin and destination ZIP code within an organization.
Outcome evidence Grouped
Show won and lost opportunities with activity and attachment records.
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