Compare customer gross margin after carrier costs, accessorials, and credits, with the weak lanes called out.
Where this helps
Revenue rankings can hide customers whose detention, service failures, or buying patterns absorb most of the spread. Finance needs a customer view that reconciles to the shipment ledger before repricing an account.
What Rectangle connects
The assistant joins delivered loads to customer invoices, carrier payables, credit memos, and accrued costs. It calculates gross margin as net customer revenue minus attributable transportation cost, divided by net customer revenue. Unbilled loads and unsettled accessorials remain visible as estimates, separate from finalized figures.
Reconcile the month 1,240 delivered loads matched
- 48 unbilled loads kept in a separate estimated view.
- Gross margin = (net revenue − freight cost) / net revenue.
A closer look
Compare customer gross margin after carrier costs, accessorials, and credits, with the weak lanes called out.
Explain the extremes Cedar Foods has the stronger gross margin. Atlas Supply needs a closer look.
| Customer | Net revenue | Freight cost | Gross margin |
|---|---|---|---|
| Cedar Foods | $240,000 | $192,000 | $48,000 · 20.0% |
| Atlas Supply | $180,000 | $169,200 | $10,800 · 6.0% |
Atlas has $7,200 in unrecovered detention across three lanes. These figures use finalized shipments; the 48 unbilled loads remain in a separate estimated view.
From answer to action
Drill from a customer into a lane, carrier, or accessorial reason. Export the reconciled breakdown to a connected spreadsheet and draft a pricing review for the account owner. This view measures shipment gross margin; it does not pretend to include every corporate overhead cost.
Prepare a pricing review 3 lanes flagged for accessorial recovery and repricing
- Each amount links to its load and financial record.
- Review workbook and customer discussion points prepared.
- No rates changed.
Focus pricing conversations on the customers and lanes eroding gross margin.
