Skip to content
See the Magic
  • There are no suggestions because the search field is empty.

Executive Summary Dashboard

What is the Executive Summary Dashboard?

The Executive Summary Dashboard is your high-level view of business performance, designed specifically for leaders who need to understand how the operation is performing without diving into operational details. This report surfaces the key performance metrics that matter most: load volume trends, profitability by customer and lane, revenue growth, and cost patterns.

Think of it as your command center for strategic decisions. Rather than requesting reports from your operations or finance team, then waiting for someone to compile the data, you can see current performance at any time. The dashboard pulls from all your operational data, automatically calculating the metrics that show whether your business is trending in the right direction.

This is where operational execution meets business strategy. The report connects what's happening on the ground (orders, shipments, carrier performance) to what shows up on your P&L (revenue, margins, costs). You can spot patterns that need attention, whether that's declining margins on specific lanes, increasing costs with certain carriers, or opportunities to grow profitable customer relationships.

How the Executive Summary Dashboard works

  1. Access the Executive Summary report from the Analytics module in TMS.ai. The dashboard opens with your default date range, typically showing current month or quarter performance with comparisons to previous periods.
  2. Review load volume metrics at the top of the dashboard. This shows total loads completed, loads in progress, and volume trends over time. You can see whether your business is growing, maintaining steady volume, or experiencing fluctuations that need investigation.
  3. Analyze profitability data broken down by customer, lane, and service type. The dashboard calculates gross profit (revenue minus direct costs) and displays it alongside revenue to show both scale and efficiency. You can quickly identify which customer relationships and lanes drive the most profitable business.
  4. Track revenue trends with visualizations that show how revenue is distributed across your customer base and whether you're seeing concentration risk (too much revenue from too few customers) or healthy diversification. Time-based charts show growth patterns and seasonal variations.
  5. Monitor cost patterns to understand where your expenses are increasing or decreasing. The dashboard breaks down costs by category (carrier payments, fuel, accessorials) so you can see what's driving changes in your overall cost structure.
  6. Compare performance across time periods using the date filters. View month-over-month changes to spot short-term trends, or look at year-over-year comparisons to understand seasonal patterns and long-term growth trajectories.
  7. Filter the entire dashboard by division, customer segment, service type, or geographic region when you need to understand performance for a specific part of your business. All metrics on the dashboard update based on your filter selections.
  8. Schedule automatic delivery to receive the Executive Summary weekly or monthly. Set it up once, and the dashboard exports to PDF and arrives in your inbox at the specified time, giving you consistent visibility into business performance without having to remember to check it.

What it means for you

The Executive Summary Dashboard means you're running your business with real-time intelligence instead of lagging indicators. When you're considering whether to pursue a new customer or expand service on a particular lane, you have the profitability data to make that decision with confidence. When costs start trending upward, you see it in time to investigate and address the issue rather than discovering it months later when reviewing financial statements.

This visibility also changes how you interact with your team. Rather than quarterly business reviews where everyone scrambles to compile performance data, you can have ongoing strategic conversations based on current information. When your ops manager says they're seeing challenges with a specific carrier, you can pull up profitability data for that relationship in real time and make decisions together.

For investor updates, board meetings, or strategic planning sessions, the Executive Summary provides the business performance story in a format that's professional and comprehensive. You're not piecing together information from multiple sources or asking your team to drop everything to build a presentation. The data is already organized around the questions that matter for running a profitable transportation business.

This transforms how you lead the company. Instead of managing by gut feel or waiting for month-end financials to understand performance, you have the information you need to spot opportunities, address problems, and make strategic decisions with confidence every single day.