The transport dashboard: what the owner reads before the first phone call
Bookings and invoices for the year, cash in hand and money in banks, what customers owe and what you owe stations and truck owners, which trucks drink diesel, what is overdue in the workshop and on the document file. One screen, read from the records as they are today. Built for the owner of a transport company.
*No credit card required
What is on it
The dashboard opens filtered to This Financial Year, with a tile for each of these:
Tile | What it counts |
|---|---|
Total Bookings, Total Bookings amount | Every LR in the period and their value |
Total Invoices, Total Invoices amount | Customer invoices raised and their value |
Total Payments Received | Receipts in the period |
Cash In Hand, Bank Accounts | The same totals as the Bank & Cash screen |
Active Vehicles, Active Drivers | Fleet and driver headcount in use |
Total Customers, Total Suppliers | Party counts |
Total Supplier Invoices Amount, Total Supplier Payments | What you were billed and what you paid |
The charts and counts
Customer payments
Received against pending, as two figures.
Supplier payments
Paid against not paid, as two figures.
Vehicles fuel efficiency
Average km per litre per vehicle; grouped as Below Expected, Meets or Exceeds, Missing Expected, No Data.
Vehicle services
Upcoming, Due Soon, Overdue, Completed counts across the fleet.
Bookings by status
Pending Invoice, Payment Received, Partial Payment, Invoice Created.
Documents
Vehicle and employee documents as Current, Overdue, To Be Renewed, Unknown.
See your own numbers on the dashboard
A 30-minute demo where we load a week of your trips and read the screen together. No credit card, no setup fee.
The three lists at the bottom
Below the tiles sit three working lists, each with a date range, print and Excel:
List | Columns |
|---|---|
Pending Payments | LR number, vehicle, pickup to drop-off date, driver, paying customer, container, supplier, invoice number, status, booking status |
To Receive | Customer, invoice number, date, amount to receive, received, balance due, age days, payment status |
To Pay | Supplier, invoice number, date, amount to pay, last day of payment, paid, balance due, age days, status, related to |
Fuel station bills appear in To Pay on their own, related to Fuel Tracking, because a fill marked Not Paid becomes a bill for the station without anyone typing it.
How to read it in five minutes
Received against pending tells you whether collections kept up. Bookings by status tells you how much is delivered but unbilled. The fuel chart tells you which trucks to look at. Services and documents tell you what the workshop and the compliance clerk missed. Cash and bank tell you whether payday is covered.
A morning on the dashboard
- Open it; the year-to-date tiles are already there.
- Check received against pending; open To Receive for the oldest balances.
- Check Pending Invoice in bookings by status; send the unbilled loads to billing.
- Check Overdue services and documents; send the list to the workshop.
- Check the fuel chart; ask about any truck below expected.
What stops happening
Asking the accountant for the receivables figure
Finding out at month-end how many loads were never billed
A service overdue by thousands of kilometres
A fuel leak noticed from the station's monthly bill
Watch the product in action
A walkthrough of the transport management software, in your preferred language.
Frequently asked questions
The dashboard is included in every plan
Plans are priced by bookings per month and own vehicles, with a free trial and no setup fee. Pick the one that fits, or book a demo first.