.png)
dashboard PERFORMANCE OVERVIEW
insights LEAD
0
New & In-Progress
Today0
Week0
Month0
assignment SURVEY SCHEDULED
0
Number of surveys planned
Today0
Week0
Month0
description QUOTE PENDING
0
Awaiting Decision
Today0
Week0
Month0
event_repeat FOLLOW-UPS DUE
0
Leads needing follow-up today
Today0
Week0
Month0
Total Active Shipments chevron_right
0 /0 CBM
On-Time Performance chevron_right
100%
All stages on track
Delays chevron_right
warning_amber
Action Required
Total Active Stages chevron_right
100
Delays
16
Groupage Shipments Capacity: 60 CBM / Dest
INDIA
0 / 60
Remaining
60 CBM
60 CBM
Jobs 0
No jobs
EUROPE
0 / 60
Remaining
60 CBM
60 CBM
Jobs 0
No jobs
UK
0 / 60
Remaining
60 CBM
60 CBM
Jobs 0
No jobs
UAE
0 / 60
Remaining
60 CBM
60 CBM
Jobs 0
No jobs
Operations Dashboard
Scheduled Shipments chevron_right
NO UPCOMING ACTIVITIES
SIT (Storage In Transit) chevron_right
0 cbm
CUSTOMERS IN SIT
Long Term Storage chevron_right
0 cbm
0% Capacity
CUSTOMERS IN LT
Crew Utilization chevron_right
85%
34/40 Crews Active
Customs / Port Clearance chevron_right
gavel
5
Pending Clearance
Row 1: Actions & Overview
pending_actions MY PENDING ACTIONS
NO PENDING ACTIONS
error_outline REQUIRES ATTENTION
groups CREW UTILIZATION
Row 2: Capacity & Today
local_shipping VEHICLE UTILIZATION
folder_open ACTIVE SERVICE FILES
0
MORE OPERATIONS INSIGHTS ▼
inventory_2 TODAY'S PACKINGS
0
local_shipping TODAY'S DELIVERIES
0
Row 3: Exceptions & Issues
gavel CUSTOMS PENDING
0
receipt_long STORAGE BILLING DUE
0
directions_boat DELAYED SHIPMENTS
0
support_agent CUSTOMER ISSUES
0
Row 3.5: Document & Compliance Status
verified_user DOCUMENT STATUS OVERVIEW
Row 3.6: Agent & Partner Coordination
handshake AGENT COORDINATION STATUS
Row 4: Today's Operations Schedule
view_timeline TODAY'S SCHEDULE
| Time | Service File | Customer | Activity | Assigned Crew | Assigned Vehicle |
|---|
Row 5: Storage & Warehouse Control
warehouse STORAGE OVERVIEW
inventory_2 WAREHOUSE CAPACITY
warning STORAGE ALERTS
Row 6: Customer Experience & Escalation
support_agent CUSTOMER ISSUES
warning HIGH-RISK SHIPMENTS
perm_phone_msg CUSTOMER CONTACT STATUS
Row 7: Operations SLA Monitoring
query_builder SLA OVERVIEW
timeline STAGE PERFORMANCE (Avg Days)
hourglass_disabled DELAY ANALYSIS
report_problem TOP BOTTLENECKS
sync
IN PROGRESS
0
Active service files / shipments
Today0
Week0
Month0
task_alt TASKS DUE TODAY
0
0 Overdue
event_available
DELIVERIES & ALERTS
list_alt MY WORK QUEUE
(Assigned tasks & alerts)
| Pri | Service File No | Customer | Task / Stage | Due Date | Assigned To |
|---|
Search Service Files:
search
cancel
Status:
| Reg ID | Customer Name | Move From | Move To | Sales Person | Move Type | Actions |
|---|
engineering OPERATIONS MANAGEMENT
Crew Fleet
| Crew Name | Leader | Contact | Size | Availability | Status | Actions |
|---|
Vehicle Fleet
| Vehicle No | Type | Capacity | Driver | Status | Actions |
|---|
Container Inventory
| Container No | Type | Size | Shipping Line | Status | Actions |
|---|
local_shipping ACTIVE SERVICE FILES
search
| Service File No | Customer Name | Origin | Destination | Move Type | Current Stage | Packing Date | Delivery Date | Assigned Crew | Assigned Vehicle | Status |
|---|
insights LEAD MANAGEMENT
search
| Lead ID | Customer Name | Contact Info | From / To | Lead Date | Sales Person | Lead Status | Action |
|---|
assignment SURVEY MANAGEMENT
pending_actions SCHEDULED
0
Awaiting Survey
check_circle COMPLETED
0
Done This Month
event
TODAY
0
Surveys Today
speed
TOTAL
0
All Active Jobs
search
| Lead ID | Customer Name | Move From → To | Survey Date | Survey Time | Assigned Surveyor | Survey Status | Action |
|---|
local_library
Global Service Catalog & Cost Library
Manage default rates, vehicle categories, and labour catalog items
description
Quote Template Manager
Configure text, emails, layout regions, and terms placeholders
contact_page
Supplier Directory
Manage vendors, forwarders, and agents
| ID | Company Name | Category | Contact Person | Email / Phone | Terms | Status | Action |
|---|
request_quote
Job Cost & Profit Calculator
Manage specs, costing, and margins
Status:
DRAFT
Advanced Lead Details (Customer, Route, Surveyor...)
receipt_long QUOTE MANAGEMENT
drafts DRAFT
0
Awaiting Issue
send
SENT
0
Awaiting Decision
thumb_up APPROVED
0
Jobs Won
thumb_down REJECTED
0
Lost Deals
search
| Job ID | Customer / Mode | Move From → To | Quote Amount (RM) | Quote Date | Status | Action |
|---|
receipt_longEdit Quote
closeevent_repeat FOLLOW-UPS
today
FOLLOW-UPS TODAY
0
Due Today
warning OVERDUE FOLLOW-UPS
0
Past Due Date
search
| Job ID | Customer Name | Follow-up Type | Follow-up Date | Assigned To | Priority | Status | Action |
|---|
event_repeatFollow-up Details
closegroup_add USER MANAGEMENT
| User ID | Full Name | Username | Role | Status | Actions |
|---|
history_edu ACTION AUDIT LOG
search
| Timestamp | User | Action | Affected Record |
|---|
analytics BUSINESS INTELLIGENCE
Revenue Trends (Last 6 Months)
Lead Conversion Funnel
Shipment Stage Distribution
Collection Status
Top Performing Routes
| Route (From - To) | Total Jobs | Total Revenue | Conversion |
|---|
hub
Agent Directory
Manage origin partners, destination agents & freight carriers
Total Agents
0
Origin Partners
0
Destination Partners
0
Freight / Carriers
0
Inactive
0
| Agent | Contact | Company | Country | Type | Commission | Status | Actions |
|---|
hub
No Agents Found
Click Add New Agent to get started,
or adjust your filters.
hub Add New Agent
delete_forever
Delete Agent?
This action cannot be undone. The agent record will be permanently removed from local storage.
receipt_long Invoice Management
Total A/R (Outstanding)
$0
Total Revenue
$0
| Invoice # | Customer | Date | Due Date | Amount | Balance | Status | Action |
|---|
analytics Financial Reports
Accounts Receivable (A/R) Aging
| Current | 1-30 Days | 31-60 Days | 61-90 Days | 90+ Days | Total Outstanding |
|---|
Revenue by Salesperson
Revenue by Move Type
payments Payment Tracking
| Receipt # | Invoice # | Date | Method | Amount | Action |
|---|
receipt_long Supplier Bills (A/P)
Total Payables
$0
Total Paid to Suppliers
$0
| Bill # | Supplier Name | Bill Date | Due Date | Total Amount | Balance | Status | Action |
|---|
outbox Outgoing Payments
| Payment # | Bill # | Payment Date | Method | Amount Sent |
|---|
Create Manual Invoice
Invoice Line Items
Record Payment