Know what every load earns.
One dependable view of open and closed loads, gross revenue, carrier cost, profit, margin, and incomplete financial records—without confusing booked revenue with known profit.
Margin at risk today
The most material supported issue and the next governed workflow—without changing accounting records from this screen.
Cash waterfall
Collected, receivable, payable, and projected cash.
Margin leakage
Recoverable spread below company target.
Close readiness
Delivered, fully costed, and verified.
Profitability cube
Rank margin by the operating dimension you choose.
Scenario lab
Model volume, sell-rate, and buy-rate changes without mutating records.
Weekly financial trend
Revenue, cost, profit, and margin follow the selected date basis.
Privacy-safe benchmark
De-identified comparison appears only above the minimum cohort size.
AR / AP aging
Open financial obligations by due-date age.
Integration readiness
Existing Orion systems used by this product.
Net contribution
Gross profit after commissions and allocated overhead.
Unit economics
Revenue and net contribution per mile, stop, and transit day.
Margin bridge
Explain movement from quoted sell and baseline buy to actual net contribution.
Cash conversion forecast
Near-term cash, receivable timing, and payable timing with missing evidence disclosed.
Fee and commission waterfall
Factoring applies to customer revenue; QuickPay applies to carrier pay; the commission pool and split follow those deductions.
Accounting reconciliation
Match loads to customer invoices, carrier bills, and payment evidence before close.
Annual business valuation
A planning range derived from dated, fully costed load history. It is not an appraisal, tax opinion, or investment recommendation.
Financial lifecycle
Separate committed, accrued, actual, paid, and incomplete costs instead of mixing forecasts with realized results.
Financial anomaly queue
Duplicates, cost outliers, sell variance, and unverified close conditions.
Executive daily brief
The most important financial facts and actions in the current view.
Saved portfolio views
Reopen personal or team views without rebuilding filters.
Load profit ledger
Gross, cost, and profit calculated from the same load-level record. Select a row for evidence and handoffs.
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