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Reports

User Reports​

1. Performance Overview​

Manage and monitor salesman performance data, combining transaction data and historical reports.

user_performance_overview.gif

Support function bar includes:

  • View All: Displays a list of reports, supports Excel export.
  • Make Report: Support creating reports for sales/BD.
  • This Month: Select the report time range (default loads the current month).
  • Refresh : Refresh data from Bee Legacy (BFSOne).

2. Sales Performance​

Manage and monitor key account sales performance data.

On the left sidebar Report Catalog, select Sales Performance.

user_sales_performance.png

Support function bar includes:

  • This Month: Select the report time range (default loads the current month).
  • Delete: Delete the selected report.

To view a detailed report on a salesman's performance or edit it, click on the salesman you want to view/edit (column Salesman), fill in the information and then click Save to save the changes.

3. Tasks Calendar​

View sales activities such as quotation requests, meeting schedules, training schedules,...

On the left sidebar Report Catalog, select Tasks Calendar.

user_tasks_calendar.png

Support function bar includes:

  • This Month : Select the report time range (default loads the current month).
  • Saleman : Filter by data group (salesman, team, none). Default is salesman.
  • Export : Export the report to Excel (based on the data currently shown on screen).
  • Toggle Panel : Display the Interactive Panel (provides interactions such as Quick Acts, Leaderboard, View Performance/History).

user_interactive_panel.png

To edit a record, click the task (Label column), update information, then click Save, click Remove if you want to delete task.

4. Quotation Partners​

View aggregated performance data of partners such as: number of quotations, win rate, shipping volume, number of import/export jobs,...

On the left sidebar Report Catalog, select Quotation Partners.

user_quotation_partners.png

Support function bar includes:

  • Users Active : Filter by active users.
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).

5. Quotation Markets​

View aggregated market performance data by country such as: number of quotations, win rate, shipping volume, number of import/export jobs,...

On the left sidebar Report Catalog, select Quotation Markets.

user_quotation_markets.png

Support function bar includes:

  • Users Active : Filter by active users.
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).

6. Inquiry Dashboard​

View status reports, win rate, and volume of Inquiry from different dimensions such as service type, route, salesman, pricing,...

On the left sidebar Report Catalog, select Inquiry Dashboard.

user_inquiry_dashboard.gif

Support function bar includes:

  • Pricing Only : Filter by pricing.
  • Type Of Service : Filter by service type.
  • Bee HPH : Select company/branch to display data (default is the branch of the logged-in user).
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).
  • View all : View raw data (all Inquiry Requests).
  • Expand : View raw data, expand the list view to full screen.

1.1. Volume Performance:

View volume summary by each service type.

To see a detailed list of quotes for each type of service, click to select the type of service you want to view (column Type Of Service). In addition, it also supports creating quotes for bulk goods, exporting Excel files and deleting selected quotes, changing the status of quotes.

user_inquiry_dashboard_1.png

1.2. Department/ Pricing Performance:

View volume summary by each department, or by each Pricing Specialist.

To see the detailed list of volumes by each department, click on the department you want to view (column Department), which supports Excel file export.

To see detailed list of volumes by each Pricing Specialist, click to select the Pricing Specialist you want to view (column Pricing By). In addition, it also supports creating quotes for bulk goods, exporting Excel files and deleting selected quotes, changing the status of quotes.

user_inquiry_dashboard_2.png

1.3. Top Volume/ Top Route: View volume summary, win rate by each route. user_inquiry_dashboard_3.png

7. Agent Transactions​

View aggregated transaction data of agents grouped by agent, country, or network.

On the left sidebar Report Catalog, select Agent Transactions.

user_agent_transactions.gif

Support function bar includes:

  • Agent : Choose how to group the data (agent, country, network). Default is agent.
  • Report Filter : Filter data by partner name/code or location code.
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).

To view agent's transactions detail, click the agent (Hierarchy column).

8. Agency Agreements​

Manage and monitor agent-related follow-ups such as tracking/changing status, setting schedule and notification recipients.

On the left sidebar Report Catalog, select Agent Agreements.

user_agent_agreements.png

Support function bar includes:

  • Add/Del : Add or delete follow-up items.
  • XLSX Export : Export the report to Excel (based on the data currently shown on screen).
  • Also supports limiting the number of displayed records and searching by agent name or email subject.

To edit follow-up information, click the agent name (Agent Name column), update the fields, then click Save.

9. Annual Conferences​

Manage and monitor information regarding annual conferences.

On the left sidebar Report Catalog, select Annual Conferences.

user_annual_conferences.png

Support function bar includes:

  • Add/Del : Add or delete records.
  • XLSX Export : Export the report to Excel (based on the data currently shown on screen).
  • Also supports limiting the number of displayed records and searching by network or event.

To edit a record, click the network (Network column), update the information, then click Save.

10. N. Membership Fees​

Manage and monitor membership fee information within the network.

On the left sidebar Report Catalog, select N. Membership Fees.

user_membership_fees.png

Support function bar includes:

  • Add/Del : Add or delete records.
  • XLSX Export : Export the report to Excel (based on the data currently shown on screen).
  • Also supports limiting the number of displayed records and searching by network or event.

To edit a record, click the network (Network column), update the information, then click Save.

Company Reports​

1. Performance Overview​

Similar to User Reports - Performance Overview but limited by branch.

company_performance_overview.gif

2. Sales Performance​

Similar to User Reports - Sales Performance but limited by branch.

On the left sidebar Report Catalog, select Sales Performance

company_sales_performance.png

Support function bar includes:

  • This Month : Select the report time range (default loads the current month).
  • Saleman : Filter by data group (salesman, team, none). Default is salesman.

3. Tasks Calendar​

Similar to User Reports - Tasks Calendar but limited by branch.

On the left sidebar Report Catalog, select Tasks Calendar

company_tasks_calendar.png

4. Salesman Tracker​

On the left sidebar Report Catalog, select Salesman Tracker

Summarizes activity metrics of each salesman, including:

  • Saleman/ Branch : Salesman and branch information.
  • Total Tasks : Total number of tasks – summarized from Daily Tasks (In Progress / Total).
  • Meet Customer Tasks : Total customer-meeting related tasks – summarized from Daily Tasks.
  • New Leads/ New Customers: Total new customers (created or transferred) and new leads (created in CRM).
  • Total Requests: Total inquiry requests collected from the system (includes pricing check requests and automatically created requests when generating quotations).
  • No Response Req.: Number of requests not yet responded from customers, no Win/ Mismatch/… status updated.
  • Overdue Req. Count.: Number of times the system sent reminder emails for overdue customer responses.
  • Quotation Count.: Number of quotation exports.
  • Booking Count.: Number of successfully created internal bookings.

Support function bar includes:

  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).
  • Expand : View raw data, expand the list view to full screen.

company_salesman_tracker.png

For some metrics, you can click on them to view detailed data. In addition, it also supports add/del, export Excel's file. company_salesman_tracker_detail.gif

5. Quotation Summaries​

View summarized metrics and evaluate the sales performance of each salesman based on quotations: number of inquiries, win rate, shipment volume,...

On the left sidebar Report Catalog, select Quotation Summaries

company_quotation_summaries.png

Support function bar includes:

  • Users Active : Filter by active users.
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).
  • View All : Select all users in the Quotation Summaries table to compare in the Salesman Performance Overview chart.
  • Clear All : Unselect all users chosen via View All, return to default data for Salesman Performance Overview chart.

5.1. Quotation Summaries

  • Quotation Metrics: Metrics such as Inquiries, Win Quotes, Win Rate %.
  • Volume Metrics: Shipment metrics such as FCL (TEU), LCL (CBM), Air (KGS), Other.
  • Partner Metrics: Partner development metrics such as New Customers, New Agents, Meeting Customers.
  • Displays totals for the current and previous periods for easy comparison.

company_quotation_summaries_1.png

5.2. Salesman Performance Overview

  • Salesman Performance Overview: A combined chart showing overall performance of top salesman (or selected salesman).

company_quotation_summaries_2.png

5.3. Distribution

  • Volume Distribution: Pie charts showing the distribution of volume (TEU, CBM, KGS) by salesman.

company_quotation_summaries_3.png

6. Quotation Details​

View detailed sales performance reports for each salesman.

On the left sidebar Report Catalog, select Quotation Details.

company_quotation_details.png

Support function bar includes:

  • Users Active : Filter by active users.
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).

7. Quotation Partners​

Similar to User Reports - Quotation Partners but limited by branch.

On the left sidebar Report Catalog, select Quotation Partners

company_quotation_partners.png

Support function bar includes:

  • Users Active : Filter by active users.
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).

8. Quotation Markets​

Similar to User Reports - Quotation Markets but limited by branch.

On the left sidebar Report Catalog, select Quotation Markets

company_quotation_markets.png

Support function bar includes:

  • Users Active : Filter by active users.
  • This Month : Select the report time range (default loads the current month).
  • Export : Export the report to Excel (based on the data currently shown on screen).

9. BD Reports​

View and track business development performance based on actual shipment volume, and compare current period vs previous period.

On the left sidebar Report Catalog, select BD Reports.

company_bd_reports.png

Support function bar includes:

  • This Month : Select the report time range (default loads the current month).
  • Saleman : Filter by data group (salesman, company, none). Default is salesman.

10. Agent Transactions​

Similar to Reports - Agent Transactions but limited by branch.

11. Agency Agreements​

Similar to User Reports - Agency Agreements but limited by branch.

12. Annual Conferences​

Similar to User Reports - Annual Conferences but limited by branch.

13. N. Membership Fees​

Similar to User Reports - N. Membership Fees but limited by branch.

14. Inquiry Dashboard​

Similar to User Reports - Inquiry Dashboard but limited by branch.

Partner Overview​

See detailed instructions here

Admin Dashboard​

Admin - CRM Overview

1. CRM Overview​

  • Similar to Company Dashboard - CRM Overview, but shows the overall view of the entire company, not limited by branch.

company_crm_dashboard.png

Admin - Pricing Overview

2. Pricing Overview​

company_crm_dashboard.png

  • Similar to Company Dashboard - Pricing Dashboard, but shows the overall view of the entire company, not limited by branch.

company_pricing_dashboard.png