Operations Command Center
Business Overview
Team view filtered to active loads, open reminders, billing blockers, appointment risks, and loads moving soon.
Priority work
Action Queue
User tasks
Reminders
Cash cycle
Billing Handoff
Live Operations Board
Load Board
Today first: top attention, moving freight, and the urgent load rows that need action before the board opens up through filters.
Priority Task
Confirm carrier ETA
Carrier follow-up due soon
Operational focus
Quotes
Work active quote requests or look up recent lane pricing before reaching out for a new rate.
Lane Lookup
Select the move type and lane first, then compare recent quote responses by provider, price, contact, and winner.
Billing Queue
Delivered loads that still need POD, carrier invoice, customer approval, or billing review.
Customers
Customer records created from imports, loads, and team ownership.
Total Customers4
Active Loads7
Updates Needed2
Visible Revenue$22,200
Visible Margin$4,385
Carriers
Carrier records, V-codes, coverage, and active load accountability.
Total Carriers4
Active Loads7
Follow-Ups3
Visible Cost$17,580
Reports
Month-to-date operating, billing, and team performance snapshots using sample data.
Visible Revenue
$78,450
+18% vs same day last month
Visible Margin
$16,630
+11% vs same day last month
Billing Risk
8
POD, invoice, or approval missing
Loads Closed
31
+6 vs same day last month
12 Month Revenue And Margin Trend
Progression over time for load count, revenue, and margin review.
Revenue trend
Margin pace
Salesperson Snapshot
Load count and margin by salesperson with same-day monthly pacing.
Blake / Kevin7 loads / $4,120 margin+18% vs same day last month / 2 updates needed
Danielle / Morgan5 loads / $3,240 margin+9% vs same day last month / 1 billing risk
Zach / No ops4 loads / $2,180 margin-4% vs same day last month / assignment needed
Scott / Sydney3 loads / $2,040 margin+6% vs same day last month / steady
Customer Breakdown
Customer load count and margin movement for follow-up planning.
Costco3 loads / $2,280 marginLast load 07/04/2026 / active
Home Depot2 loads / $1,750 marginLast load 06/28/2026 / at-risk follow-up
Ocean Network Express1 load / $525 marginLast load 06/12/2026 / stale watch
Settings
Simple admin-controlled setup tools. Everyday users should not be able to break access or lock themselves out.
Current AccountHoly City
Tenant Users0
Teams0
Your AccessSuper User
Account Profile
Tenant Admins can manage the account name and logo for their own organization.
Users And Tenant Access
Tenant Admins can invite and manage users only within this account.
| User | Account Role | Team Memberships | Status | Actions |
|---|
Teams And Roles
Create teams, add account users, and assign one of the approved team roles.
Setup Import
Used during team setup to bring salesperson trackers and history into the platform.
Super User only
Platform Tenant Management
Apex owners can create and manage tenant accounts. This section is never available to Tenant Admins.
| Account | Tenant Admin | Users | Teams | Status | Actions |
|---|