Effective management and investor reporting requires precise, tailored data. CNFANS empowers you to extract and present key operational metrics through powerful custom filtering and export functionality. This guide walks you through the process.
Step 1: Access the Reporting Dashboard
Navigate to the 'Analytics & Reports''Generate Custom Report'
Step 2: Apply Strategic Filters
Focus your report by applying one or more of the following core filters in the filter panel:
- By Date Range:
- By Seller/Supplier:
- By Shipping Line:
- By Seller/Supplier:
Tip: Combine filters for granular insight, such as "Seller A's shipments via Maersk in Q1."
Step 3: Select Report Data Points
Choose the key metrics relevant to your audience. For board/investor reports, we recommend including:
| Metric Category | Example Data Points |
|---|---|
| Financial | Total Revenue, Gross Margin, Cost per Unit/Container |
| Operational | Shipment Volume, On-Time Delivery (OTD) %, Container Utilization |
| Commercial | Top-Performing Sellers, Lane Profitability, Carrier Performance Score |
Step 4: Export and Format for Presentation
Once filtered, click the 'Export'
Pro Tip: Use the exported data in conjunction with your preferred visualization tools (like Power BI or built-in charts) to create compelling graphs and trends for your review meetings.
Strategic Benefits for Management Review
Data-Driven Decisions
Move from intuition to evidence-based strategy with accurate, filtered data.
Transparency & Accountability
Clearly present performance by segment, building trust with stakeholders.
Efficiency
Automate manual data compilation, saving hours of preparation time for each review cycle.