All Time
2024
2025
2026
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Revenue by Year
Loads
| Load ID | Ch | Rep | Revenue | GP | GP% | Date |
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Top 15 Customers
Click to drill down →Revenue by Year
Accounts
| Company | ABC | Rep | Loads | Revenue | Contact | Phone |
|---|---|---|---|---|---|---|
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Contacts
| Name | Account | Phone | Primary |
|---|---|---|---|
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Revenue
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Gross Profit
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Expenses
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Loads
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GP Margin
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Load Transactions
| Load ID | Customer | Ch | Rep | Revenue | Expenses | GP | GP% | Date |
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Activities
| Date | Rep | Account | Type | Outcome | Follow-Up | Status | Notes |
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My Follow-Ups
| Due Date | Account | Priority | Status | Notes | Action |
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Salesperson Directory
| Name | Alias | Role | Status | Loads | Revenue | GP |
|---|---|---|---|---|---|---|
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Credit Status
Historical sales credit is independent of current account ownership. Admin decisions are authoritative. Final allocation must total exactly 100%.
Nicholas Kozinczak
Active · CSO
Robert Jensen
Active · CRO
Palka Bhatia
Active · Broker Agent
Sas Rodriguez
Active · Broker Agent
Uriel Lopez
Active · Sales Coordinator
Danielle Johnson
Active · Sales Coordinator
Demetrius Wright
Inactive
Amanda Kozinczak
Inactive
Database Status
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Upload New Data
Upload your Inside.csv or Outside.csv export. Accounts are created automatically and data appears immediately in all modules.
Import History
| File | Channel | Date | Rows | Imported | Skipped | Status |
|---|---|---|---|---|---|---|
| Inside.csv | Inside | 2026-10-13 | 4,781 | 4,760 | 21 | Completed |
| Outside.csv | Outside | 2026-10-13 | 1,930 | 1,927 | 3 | Completed |
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Data Quality Issues
Salesperson Identity
~2,800 exceptions — names not matched at import time
Credit Allocation
~338 — multi-rep loads requiring manual % split
Customer Identity
~22 — customer not matched to any known account
Invalid Dates
27 — "Unsent" or invalid format
Missing Dates
24 — blank invoice date
Financial Discrepancy
23 — Yellow Rose rows: source GP blank, calculated GP valid
User Management
| Name | Username | Role | Rep Key | Status | Last Login | Actions | |
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Business Settings
Company
Cadillac Freight Enterprises
Timezone
America/New_York
Revenue Tier A
≥ $15,000
Revenue Tier B
≥ $3,500
Pareto Tier A
Top 80% of revenue
Low Margin Threshold
< 15% GP
My Account
Name
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Username
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Email
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Role
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Rep Key
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