Connected data areas
Core financial report views
Unified analytics workspace
Operational visibility
Turn Connected Freight Data Into Clear Business Insight
Bring operational, sales, customer and finance information together, then explore it through dashboards, filters and reports built for everyday freight decisions.
Financial Analytics
Review expenses, income, net profit and gross profit alongside Profit and Loss, Balance Sheet and Trial Balance reports.
Cloud-Based Access
Give authorized teams access to connected analytics and reports wherever they work through a cloud-based platform.
Freight Operations Dashboard
Review shipment, booking, checklist and documentation information with operational metrics in one view.
Sales Pipeline Analytics
Track lead activity and sales pipeline KPIs to understand progress, focus follow-ups and support commercial decisions.
Contact Analytics
View customer and contact information, including monthly contact creation summaries, in a structured reporting view.
Tracking
Bookings
Checklists
Shipments
Documentation
Unified Freight Data
Connect purchase orders, shipment costs, invoices and other records available across CargoEZ in one analytics workspace.
Flexible Reporting
Generate operational, sales and finance reports that help each team review performance with the context it needs.
Customizable Filters
Filter relevant records by the fields and periods your team needs, then move from a high-level KPI to detailed data.
Connect Module Data
Bring rates, CRM, shipments and finance records into the analytics flow.
Standardize Information
Organize available records into a consistent view for analysis.
Select a Dashboard
Open the operations, sales, finance or contact view relevant to your role.
Apply Filters
Focus the data by period, customer, shipment or other available fields.
Compare KPIs
Review cost, revenue, profit, shipment and sales metrics in context.
Identify Trends or Exceptions
Find patterns, unusual results or areas that need closer attention.
Generate a Report
Turn the filtered view into a clear operational, sales or finance report.
Take Action
Use the insight to guide the next operational or financial decision.
Use Freight Data to Answer the Questions That Matter
Replace fragmented reviews with connected insight into freight spend, shipment activity and business trends.
01
Control Freight Spend
Analyze shipment costs, expenses, income and profitability to find costly patterns and make better-informed decisions.
Review cost and income together
Compare gross and net profit
Investigate margin changes
02
Track Shipment Performance
Use connected operations data to monitor shipments, bookings, checklists, documentation and available performance metrics.
View operational activity
Filter shipment records
Support faster follow-up
03
Plan With Historical Trends
Compare operational, sales and financial history across periods to identify patterns that support budgeting and planning.
View operational activity
Filter shipment records
Support faster follow-up
Make Freight Decisions With Better Context
CargoEZ helps teams move from scattered operational records to connected insight across freight activity, costs, sales and customers.
Better Freight Spend Visibility
Review shipment costs, expenses & income together to understand where money is being used.
Clearer Profitability Insights
Compare gross profit, net profit and financial reports with connected freight activity.
Faster Reporting
Use dashboards, filters and structured reports instead of rebuilding every view from separate files.
Improved Shipment Visibility
Bring shipment and operations information into one accessible view for ongoing review.
Stronger Sales and Customer Decisions
Use sales pipeline and contact data to guide follow-ups and account conversations.
Less Manual Data Consolidation
Reduce the work of collecting information from disconnected spreadsheets before analysis can begin.
Dashboards for Operations, Sales, Finance and Management
Give each team a focused starting point while keeping the underlying freight information connected across the business.
Freight Operations Analytics
Review connected shipment and operational activity in a practical dashboard.
Shipment and booking information
Checklist and documentation activity
Filterable operational records
Sales Pipeline Analytics
Follow lead activity and pipeline KPIs so the commercial team can focus on the right next actions.
Shipment and booking information
Checklist and documentation activity
Filterable operational records
Freight Financial Analytics
Connect income, expenses and profit views with the reports finance teams use.
Gross and net profit
Profit and Loss, Balance Sheet and Trial Balance
Line item and reconciliation reports
Management Overview
Bring operational, sales, customer and finance indicators together for a wider business view.
Cross-functional KPI review
Period and performance comparisons
Reports for planning discussions
CargoEZ analytics
Manual file consolidation
Connected module data
Separate records and updates
One dashboard view
Reviewed in another file
Income, costs and profit connected
Rebuild formulas and tables
Apply filters and review KPIs
Static versions across teams
Flexible role-based reports
See Your Freight Data in a Clearer Way
Tell us what your team needs to measure. We will show you how CargoEZ connects operations, sales and finance data for practical reporting.
Review the dashboards relevant to your role
Explore filters and reporting workflows
Confirm data, planning and integration requirements
Book a Free Demo
Share a few details and the CargoEZ team can continue the conversation.
Local page preview. Submission is not connected to a live CRM.
Analytics Becomes Stronger When the Workflow Is Connected
Use data created across CargoEZ modules as context for operational,
commercial and financial reporting.
Rate Management
Organize freight pricing and support connected quote workflows.
Explore module
Freight CRM
Connect leads, customers, follow-ups and commercial activity.
Explore module
Freight Operations
Keep shipment, booking, tracking and documentation data together.
Explore module
Accounts and Finance
Connect financial reports, income, expenses and profitability context.
Explore module
Ready to Turn Freight Data Into Action?
Book a free demo and explore CargoEZ analytics with your reporting needs in mind.
