Dashboard
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Performance Snapshot
Conversion Rate
—%
— accepted of — closed
Open Quotes
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Sent · Pending · Draft
Rates Expiring ≤ 5 days
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Active quotes nearing expiry
Rates Expired
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Needs re-quote or status update
⏳ Pending Quotes by User
Drafts · Pending Cost · Sent · Revised
📈 Quote Velocity
Last 12 weeks
Avg / week
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Best week
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Trend
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🏆 Top Customers · Conversion
Min 3 closed quotes
No data yet.
💼 Top Customers · Volume
By accepted quote value
No data yet.
🌍 Top Routes
By quote count
No data yet.
⚠️ Expiring in 5 Days
Active quotes — follow up before they expire
No rates expiring soon.
🚫 Recently Expired
Past validity — needs re-quote or close
No expired rates.
Open Quotes
| Quote # | Customer | Shipper | Route | Mode | Cargo | Status | Age | Total | Profit |
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All Quotes
| Quote # | Date | Customer | Shipper | Route | Mode | Cargo | Sell (USD) | Profit | By | Status | Actions |
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🚢 All Shipments
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| Shipment # | Quote # | Customer | Route | Mode | Incoterm | Status | Current State | Created |
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Customers
| Code | Company | Contacts | 📧 | 📱 | Country | Sales | Activity | Docs | % | Terms | Actions |
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Salesmen
| Initials | Name | Branch | 📧 | 📱 | Custs | Quotes YTD | Ships YTD | Rev YTD | Last Act. | Status | Actions |
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Add Salesman
Opened By
Manage the list of people who can be selected as "Opened By" on a quote
| Name | Branch | Actions |
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Add Name
Tariff Rates
Buy rates per carrier/route — auto-fills quote costs
| From | To | Carrier | Mode | Unit | Buy Rate | TT | FDD | Cur | Valid From | Valid Until | Status | Notes |
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Carriers
| Code | Name | Type | Tariffs | Quotes YTD | Last Used | Status | Actions |
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Agents
| Code | — | Company | Country | Service | 📧 | 📱 | Contacts | Quotes YTD | Last Activity | Status | Actions |
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Shippers
| Code | Company | Country | Referent | 📧 | 📱 | Ships YTD | Last Shipment | Status | Actions |
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Charge Library
| Code | Name | Category | Mode | Group | Basis / UOM | Cost | Sell | Cur | VAT? | Fixed? |
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⚓ Sea Ports
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0Total Ports
0Missing UN/LOCODE
0Used in Tariffs
0Active (90d)
0 selected
| Code (Tariff) | UN/LOCODE (XML) | Name | Country | Region | Quotes | YTD | Tariffs | Last Used |
|---|
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✈️ Airports
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0Total Airports
0Missing UN/LOCODE
0Used in Tariffs
0Active (90d)
0 selected
| IATA (Tariff) | UN/LOCODE (XML) | Name | Country | Region | Quotes | YTD | Tariffs | Last Used |
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