New 3 Year Analysis Tools
Another FREE feature recently added to the AlliancePro software.
Alliance Pro companies now have a powerful information tool to quickly see:
- 3 year sales analysis for each of your customers
- 3 year cost analysis by driver or truck or owner or outside carrier.
This powerful information is displayed both in "raw data" and "graphical" form so you can quickly see:
- Sales trends of your customers, including their "seasonality" of shipping needs.
- Average length of haul, rate per mile, and other metrics for each customer
- Sales increases, decreases or spikes that could indicate new opportunities to grow your revenues with them.
- How much you pay your drivers and carriers over time.
- The amount of money you pay some of your top carrier partners. This may give you the ability to negotiate a better rate with them.
- Cost of each truck.
Your users cannot see this sensitive information unless given permission in their user profile (see instructions later in this email).
Here is a sample screen shot of the "Sales Analysis" tool:
Likewise, you can see the "cost analysis" of a driver or truck or owner or carrier. Here is a sample screen shot of the truck "cost analysis" tool:
How can I view the "Sales History" of a customer?
- Go to main menu "Customer" and sub-menu "Customer Profiles"
- Find a customer record and drill into the customer profile.
- Near the top of the screen, click on the button that says "SALES HISTORY" and the data and chart will appear!
How can I view the "Cost History" of a driver?
- Go to main menu "Fleets" and sub-menu "Drivers"
- Find a driver record in the list and click on the "Pay History" link and the data and chart will appear!
How can I view the "Cost History" of a truck?
- Go to main menu "Fleets" and sub-menu "Vehicles"
- Find a truck record in the list and click on the "Pay History" link and the data and chart will appear!
How can I view the "Cost History" of an owner?
- Go to main menu "Fleets" and sub-menu "Owners"
- Find a owner record in the list and click on the "Pay History" link and the data and chart will appear!
How can I view the "Cost History" of an outside carrier?
- Go to main menu "Fleets" and sub-menu "Other Carriers"
- Click on "Preferred Carrier List" to see a list of your preferred carriers.
- Find a carrier record in the list and click on the "Pay History" link and the data and chart will appear!
How do I control who in my company can see this information?
- Go to main menu "Users" and sub-menu "User Profiles"
- Find the User who you want to grant access to these screens of information.
- Drill into their User Profile and go to the bottom left of the screen. You will see a section called DASHBOARDS.
- Update the flags to allow / prevent the user from seeing any / all of these 5 dashboard screens.
Thanks to John Elliott from Load One for this great dashboard suggestion. We will be creating and implementing more dashboards over the next several months, so stay tuned!