Turn nightly TMS data into a clear view of margin, cash and customer performance. Built for your brokerage. Delivered in your environment.
Try the views. Change the mode. See what your team could work with.
In this sample, LTL carries a 19.5% margin; truckload carries 15.0%. Use customer and rep views in your implementation to investigate the difference.
Power BI and Microsoft Report Builder solutions shaped by successful implementations for satisfied freight brokers.
Executive reporting with customer, sales representative and freight-mode comparisons. AR tracking and a collections queue bring balances, aging and customer exposure into focus.
Business performance reporting connects revenue, cost, commissions and profit with load detail and operational aging.
Selected implementation experience by Rodrigo Chávez. Client identities are kept confidential. The interactive demo uses fictional data.
Discuss a similar implementation →These capabilities can be scoped as extensions after data review. They are not included in the standard package estimate.
A reporting layer built around your operating reality, with the checks and handover that make it useful after launch.
Validate source coverage, duplicate loads, date boundaries and aging rules. Record exceptions so a clean chart never hides an unexplained total.
Deploy in your environment. Keep your TMS as the system of record. Add the handover module so your team can run and maintain the reporting.
Choose a fixed implementation scope and measurable acceptance criteria. Add monthly care only if you want continued monitoring and improvements.
Your TMS may already include dashboards and exports. FreightClarity adds a tailored financial model, agreed reconciliation and Microsoft reporting deliverables. HyperionTMS / BrokerWare access and API coverage are verified before scope is confirmed. Independent consulting; no vendor affiliation implied.
One-time implementation, transparent scope. All packages include the data foundation and one round of changes per selected module.
One clear leadership view.
Put receivables into focus.
Your reporting routine, connected.
The complete reporting foundation.
Open a module for scope and acceptance criteria.
A nightly connection that cleans loads, customers, invoices and costs into one reporting model.
Accepted when: Seven consecutive unattended refreshes; closed-month totals within the agreed tolerance (target ≤2%), with every remaining difference documented.
Revenue, cost, profit and load counts by customer, sales rep and mode. Four connected views.
Accepted when: Revenue minus cost equals profit across all views, reconciled to the agreed source period.
Month over month, year over year and year to date, matched to the same cutoff.
Accepted when: Agreed test periods and boundary dates return the expected comparisons.
Consistent aging, customer exposure and an invoice worklist ranked for follow-up.
Accepted when: Current balances and aging agree with the finance benchmark at the same cutoff; source limitations are documented.
Three branded Excel/PDF layouts in Microsoft Report Builder, with agreed rep/date parameters and scheduled delivery. Licensing and delivery service confirmed in the diagnostic.
Accepted when: Each report reaches the agreed test recipients on schedule without a manual export.
Recover reporting history from your existing snapshots and workbooks, with an agreed file scope.
Accepted when: Imported history reconciles to the agreed files row for row, with exceptions recorded.
Operating guide, metric dictionary, credential-renewal procedure and a recorded walkthrough.
Accepted when: Documentation is delivered and the walkthrough is completed with your named owner.
*Delivery starts after access, benchmark reports and scope are ready. Full suite targets 10 business days; observation for acceptance may extend the calendar. Prices exclude Microsoft licensing, hosting and applicable taxes. Implementation: 50% at kickoff, 50% on acceptance. Support is optional, billed monthly after acceptance; hours do not roll over. Support hours: Mon–Fri, 9am–5pm US Central. No 24/7 coverage.
For $500, review API access, divisions and one benchmark report. Receive a fit decision, a risks list and a fixed scope. Credit the $500 against implementation if you proceed within 30 days.
Estimate the value of time you could free up. Change every assumption to reflect your team.
52 weeks per year. Labor capacity is not guaranteed cash savings or new revenue. No collections recovery or margin uplift is assumed.
Illustrative estimate, not a financial commitment.
You see progress in checkpoints. Final payment follows demonstrated acceptance of the agreed deliverables.
Confirm API access and divisions. Agree the benchmark, source coverage and cutoff rules.
Configure selected views, recover agreed history and review working reports together.
Observe seven unattended refreshes, resolve or document differences, and complete module acceptance.
API access with the required account scope, a list of divisions, benchmark reports, Microsoft licensing appropriate to your environment, agreed historical files and a named owner. Never send credentials through this website or WhatsApp. A secure handoff is arranged after scope confirmation.
No replacement is required for the HyperionTMS package. Your TMS remains the system of record. This engagement adds reporting in your environment. Other systems need a compatibility review before any integration is promised.
Only if the necessary payment history exists. When the source does not expose payment dates, pre-implementation historical balances cannot be reliably reconstructed. Daily snapshots begin after activation. Receivables coverage is limited to divisions exposed by the accounting source.
We agree a closed period and benchmark report before implementation. The foundation targets no more than 2% variance, with remaining differences explained; load-level reconciliation is checked where available. A tolerance is an acceptance criterion, not a claim that every deployment is accurate within 2%.
Keep the implementation in your own environment. Select documentation and handover if you want a runbook and recorded walkthrough. Care and Growth are optional monthly services. Additional integrations, extra report layouts and changes beyond included hours receive a separate scope.
Requesting a scope here creates no order or charge. Your individual quote confirms scope, fees, delivery and cancellation terms. Implementation is billed 50% at kickoff and 50% on acceptance. Monthly support starts after acceptance and requires its own agreement.
Start with a 30-minute fit call. Confirm your TMS, your priorities and the reporting outcome worth paying for.
Business Intelligence Consultant
@crodrigochavezYour selected scope: Core · $3,350
Chat on WhatsApp Email RodrigoOpens a draft with your selected package. Review and send it in WhatsApp or email. Nothing is submitted by this page.