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💰 Revenue & ROI Dashboard
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⚡ What-If Simulator
Lane
Proposed Rate ($/load)
Projected Acceptance %
⚡ My Impact
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🔑 Tableau access token
Lets the 9:30 import fetch the CCMR and NS Coverage crosstabs on its own, instead of
needing them downloaded by hand first. Make one in Tableau under
My Account Settings → Personal Access Tokens — the secret is shown once.
📥 Data Hub
Drop your daily board exports — click 📖 How to export on any slot for the board link, table name, and settings
Daily Boards
Contract Candidates
Powers CP + RG Manager
📖 How to export ▾
Tableau
Routing Guide Tenders ↗
Download table: Commitment Breakdown
- Date Choice: Pickup (city, state or region) Date
- Date range: past 30 days
- Tender Status: exclude Booking Failed, Canceled, Not Sent
- Download as CSV
NS Coverage Detail
Powers Coverage Priorities
📖 How to export ▾
Consistent Lane Board
Powers Sourcing
📖 How to export ▾
- Date range: past 14 days (autofilled)
- Download as Excel (.xlsx)
Office Summary
Official Tableau office metrics
📖 How to export ▾
Tableau
NS Coverage ↗
Download table: Office Summary (same board as NS Coverage, different table)
- Date range: past 30 days
- Download as CSV
Fall-Off Dashboard
Carrier fault falloff + booking sys
Office:
📖 How to export ▾
Tableau
Fall Off Dashboard ↗
Download table: Dynamic Drill Down
- Date range: past 30 days
- Sales Office: your assigned office(s)
- Download as CSV
CCMR Customer Contracts
Powers the CCMR queue in Awards
📖 How to export ▾
Tableau
Customer Contract Detail ↗
Download table: Customer Contracts
- Contract Create Start = today minus 15 days, Contract Create End = today. Two separate boxes — type, then press ENTER in each. This is the only board with a created-date filter.
- Leave all eleven dropdowns at (All): Customer, Bid, Origin City, Origin State, Destination City, Destination State, Equipment Group, Rank, Customer Sales Rep, Customer Sales Office, Contract Status
- Download → Crosstab → Customer Contracts → CSV
The window is relative, so the count moves every day: the 9/9–23 pull gave 733 rows
and 635 distinct contracts. Same filters a day later is a different 15 days, and
a different number — that is the feed working, not drifting.
Not the same board as CCMR Routing Guide Contracts above: that one is
Carrier Contract Detail, how NTG covers freight. This is what the
customer awarded NTG.
NS Coverage — All Ranks
What the CCMR queue compares against
📖 How to export ▾
Tableau
NS Coverage ↗
Download table: NS Coverage Detail
- Award Rank = (All) — the board defaults to PRIMARY
- Awarded Vol Min = 0 — the board defaults to 3
- Account Owner Office = (All), and the same for Equipment Group, Customer, Pickup Region, Delivery Region and Include Expired Contracts. RG Type = All.
- Start Date / End Date: leave them wherever they sit. They scope the activity columns, not which contracts exist — a 9/1–9/25 range still returned contracts starting as far back as 2021.
- Download → Crosstab → NS Coverage Detail → CSV
All three matter. A filtered export is refused rather than stored: every
lane the filters hide reads downstream as a lane that is not covered.
Coverage Priorities keeps using its own primary-only slot above — this one
does not touch it.
Rate Inputs (weekly · required for Rate Intelligence)
Lane Market Averages
Rate benchmark · margin intelligence
Office:
📖 How to export ▾
Tableau
Pivot Lane Dashboard ↗
Download table: Lane
- Date range: past 15 days
- Period: Total
- Rate Select: Linehaul + FSC
- Sales Office: your assigned office(s)
- Lane Index: 2,000 (ENT ATL) — up to 10,000 for larger offices
- Download as CSV
Routing Guide Contracts
CCMR · carrier rates · rate intelligence
📖 How to export ▾
Tableau
Carrier Contract Detail ↗
Download table: CCMR RAW DATA
- No date range on this board — exports all active contracts
- Download as CSV
📇 Carrier Reference
Tender Contact Emails
Powers carrier outreach modal
📖 How to export ▾
- No filters required
- Export as Excel (.xlsx)
BeOn Carrier Data
Every carrier's BeOn id, facts, phones and emails · every day, pulled automatically
How to export ▾
SSRS
Carrier Data ↗
- No filters required
- Export as Excel (.xlsx) — about 20 MB, 46,000 carriers
Cross-Border
Cargado · powers the Cross-Border tab in Sourcing
Cargado Bids
Rates carriers quoted us
📖 How to export ▾
- Open Analytics > Bids
- Click View Raw Data, then download
- Drop the CSV here
Cargado Postings
Gives each quote its lane
📖 How to export ▾
- Open Analytics > Postings
- Click View Raw Data, then download
- Drop the CSV here — the bid file carries no origin or destination, this supplies it
Drop your Tableau exports above — or restore a recent session below
Recent Sessions
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Export periods · sales offices · candidate rule inputs · team & people · Slack / CS notify
📂
Drop any Tableau export
NS Coverage Detail · Commitment Breakdown · Consistent Lane Match Board — CSV or Excel, auto-detected
⬜ RG / Pipeline
⬜ NS Coverage
⬜ Match Board
📋
Detected type
→
Office:
Recent Sessions
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⚙️ Advanced Settings
How long screens and requests take here, as counts and milliseconds only —
no carrier, customer, lane or person data. Kept 90 days; a daily summary goes to the team folder
so slow machines can be found and fixed. Show my timings
→
Commitment Breakdown / Office Summary export period — ship days calculated automatically
→
NS Coverage Detail export period — can differ from the RG period above
→
Consistent Lane Match Board export period — used for sourcing target analysis
Select your office(s) to filter — leave blank to see all
%
Carrier must meet or exceed
%
Carrier must be at or below
loads/wk
Minimum lane volume to qualify (3+ = contractual lane threshold)
Daily pull data, shared lists and team work travel through the NS Prospects library on SharePoint.
Click Sync on the NS Prospects library
once; this app then finds the folder by itself. A path is only needed when it finds more than one.
Checking\u2026
The CS rep BeOn names as each carrier's owner is copied on award emails to that carrier:
once per carrier per award, and on follow-ups. The exports carry names, not addresses, so
each rep's address is confirmed once (a suggestion is shown) and shared with the team.
Only
@ntgfreight.com addresses; an unconfirmed rep is never copied.
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Who is on which team, and which team owns each sales office. Outreach CC is
resolved from this — a carrier's assignee, plus the team that owns a lane's
office when that is not your own team. Only
@ntgfreight.com
addresses are accepted, so a typo here cannot CC a carrier.
This machine signs its work as —.
Confirm who that is; every other machine claims its own.
Sales office → owner
Paste your Slack Incoming Webhook URL — outreach drafts will post directly to your channel instead of copying to clipboard
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One Incoming Webhook per channel, from the Capacity Console Slack app. Opportunities post straight to the channel.
The URL works like a password: it is stored encrypted for your Windows login on this machine only, and never shown again in full.
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Lets the 9:30 import fetch the CCMR and NS Coverage crosstabs on its own,
instead of needing them downloaded by hand first. Make one in Tableau under
My Account Settings → Personal Access Tokens; the secret is shown once.
Power Automate HTTP trigger URL — enables direct Slack DMs to CS reps by name. No admin approval required. Enter your name above (as it appears in BeOn/Slack) before testing. Set up flow →
Slack Workflow Builder webhook — accepts
{user_id, message} and sends a DM to any rep. Create via Slack → Automations → New Workflow → Webhook. No admin approval needed.Rep Mappings
Map each carrier owner name (exactly as it appears in BeOn) to their Slack user ID. Find a user ID by running
/who @name in Slack or via Claude.
RG Manager
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⚠️ Historical view — read only ·
Advice · Click A Segment To Filter, Esc Clears
Tender Acceptance
Review every routing guide carrier's acceptance rate and act on recommendations. Sorted by priority — removal flags first.
—
Removal
—
Outreach
—
Reduce
—
Healthy
—
↑ Increase
Clear column filters
| Carrier | Customer | Lane | Type | RG Rank | Acceptance % | Tenders Sent/wk | CS Rep | Power Units | Lane Intel | Recommendation | Status | Outreach | CS Notified | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Upload a Tableau export and switch to this workspace to load commitment data. | ||||||||||||||
Carrier-Fault Fall-Off · Click A Bar Or A Band To Filter, Esc Clears
Contract Runway · Contracts Per Week: Ending Above The Line, New Starts Below · 9 Weeks Back, 13 Ahead · Click A Week To Filter, Esc Clears
Phase
Fall-Off Radar
Carrier-fault fall-off from FO Dashboard tendering (cross-session, distinct files). <10% Healthy · 10–25% Address · >25% Remove. BEON/Manual badges flag issues on other booking systems.
—
Remove Track
—
Address Track
—
Healthy
Clear column filters
| Carrier | Customer | Lane | Type | RG Rank | Carrier Fault% | Accepted/wk | CS Rep | Track | Status | Outreach | CS Notified | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Upload a Tableau export and switch to this tab to load underperformer data. | ||||||||||||
Moves · Click A Segment To Filter, Esc Returns To The Lanes To Re-Order
Lanes
Carrier moves
Status
Rank Advisor
Per-lane routing guide re-rank recommendations. Carriers are ranked by the loads they actually accept each week, discounted for fall-off (acceptance % is not part of the score). Set the status to Change Made once you have updated BEON.
—
Lanes with Changes
—
Demote
—
Promote
—
No Change
Clear column filters
| Carrier | Customer | Type | Acceptance % | Falloff % | Accepted/wk | CS Rep | Rank Change | Confidence | Direction | Status | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Upload a Tableau export and switch to this tab to load rank recommendations. | |||||||||||
⏰ Expiring Contracts
Contracts already expired or expiring within the next 30 days. Prioritized by urgency — CRITICAL lanes and poor performers first. Take action before coverage gaps open up.
| Carrier ↕ | Lane ↕ | Customer ↕ | CS Rep ↕ | On RG Since ↕ | Expires ↕ | Days Left ↕ | Acceptance % ↕ | Lane Tier ↕ | Recommendation ↕ | Status ↕ | Notes ↕ | Outreach | Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||||||
Gap Age By Type · One Square Per Gap · Click A Cell, A Row Or A Column To Filter, Esc Clears
Gate Funnel · Click A Gate To See Its Near Misses, Esc Goes Back To The Qualifiers
Sorted by how many exports they qualified on, then volume · ? keys
Nothing open
My work is everything you have open on the RG tabs, in one list: Tender Acceptance, RG Health, RG Lifecycle, Rank Advisor, BEON Gaps and Contract Candidates. Work lands here by itself:
- you set a status on a row (In discussion, Follow up, Negotiating…), a follow-up date or a note;
- or you take a row: Assign → Me, on any tab.
It stays here until it is done; follow-ups turn red on their day, and the My work badge in the tab bar counts what is open. What you closed this week is listed below with the export's check.
Days Waiting · Click A Bucket Or A Segment To Filter, Esc Clears
Coverage Priorities
Where our contract freight leaks
Every awarded lane we are not covering on the routing guide, ranked by what it costs. Pick lanes and send them to Awards to source them.
J K moveX selectEnter openS send to Awards/ search
Tier
Show
✓0 lanes selected
Send to Awards
Lands under Won · carrier matching, the CRM and the composer work on it at onceSourcing
Off-RG carriers running your lanes — ranked outreach targets with pipeline tracking
Pick an award.
Add an award
Carriers for this lane
Our lanes from here
Carriers beating your lanes
Carriers that ran 2 or more loads on a customer lane, measured against that lane's internal average, ranked by priority.
LIVE⟳ Team sync
Min loads
⌕
View
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Awards
Drop in an award (or add one lane) → the tool tiers who to contact → send through RG carriers, Capacity CRM, Prospects, or an exportable floor sheet → log what comes back → mark a winner to export a ready-to-upload BOS row.
LIVE
👥 Team sync is off for Awards
Nobody else can see which lanes you are working, who you have contacted, or which lanes you have covered.
📥 Add an award
Paste a range of lanes (include the header row), or drop a file. Expected columns: Award, Customer, Origin, Destination, Equipment, Volume, Target Rate, Notes.
Drop the award file here, or
▸
🎓 Teach the parser — award formats that did not read
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0 selected
✉ Email carriers for these lanes
🗑 Delete these lanes
clear
Clear filters
| Vol/Wk ↕ | RG % ↕ | Customer ↕ | Lane ↕ | Equipment ↕ | Award Rank ↕ | Created ↕ | Starts ↕ | Office ↕ | Team ↕ ⌷ | CCMR | Covered by | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||||||
| Customer ↕ | Lane ↕ | Equipment ↕ | Load ↕ | Unload ↕ | Vol/Wk ↕ | Status ↕ | Covered by | Responses ↕ | Best Quote ↕ | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Click this tab to load. | |||||||||||
Outreach Draft
Subject
Body
Internal Note
Note saved.
Copied to clipboard!
🔮 What-if Simulator
—
Enter a rate and acceptance % to see the projection
Capacity CRM
Prospects
LIVE⟳ Team sync
Search
Owner
Stage
Last outcome
Lanes
The team ranking, the filter below and every row's reason use these lanes
Based near
within
Source
Fleet
HQ
or withinmi of
Terminal
Equipment
Add Prospect
Cross-Border
Every Mexico and Canada carrier we have on file — Cargado's existing list plus FMCSA Mexico Long-Haul authority holders — with the corridors, weekly volume and equipment we have actually seen them run. Select carriers → review the drafts → send one email asking them to confirm or correct it.
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| Pick | Carrier | Contact | Domicile | Fleet | Lanes & corridors | Equipment | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Type a pickup or delivery to search · equipment narrows the result
| Lane / corridor | Kind | Carriers | Declared/wk | Quoted | Who is on it | |
|---|---|---|---|---|---|---|
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What we were asked to quote
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Asked more than once, and nobody can price it
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Where we are thin
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Where you are blind
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How long a carrier takes to put a price on our freight
From a posting going up to its first bid
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How long it takes you to cover a lane you put in
From entering the lane to the first option being logged, and to marking it covered · Mexico and Canada apart
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Intelligence
Portfolio health, customer activity, financial impact, rate intelligence, win rates and margin traps
Margin Traps
Lanes where non-RG carriers are pricing better than our RG carriers. These are renegotiate-or-replace
actions, not coverage-gap actions — pushing more volume here lowers margin %.
| Lane | Customer | Equipment | RG margin / load | Non-RG margin / load | Δ | Procurement % | Total Loads | Action | Notes |
|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||
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📊 All Customers
Activity & Decisions
Every action across the platform — RG Manager decisions, carrier outreach, CS notifications, carrier replies, Contract Candidates, Coverage Priorities, and Sourcing.
| Date | Workspace | Carrier | Customer | Lane | Action | Decision | Notes |
|---|---|---|---|---|---|---|---|
| Loading activity… | |||||||
Financial Impact
Contract conversions logged in this app, to date: value, savings vs spot and margin, by customer.
Savings by customer (to date)
| Customer | Conversions | Monthly Savings | Annual Savings | Monthly Margin | Annual Margin | Avg $/Load |
|---|---|---|---|---|---|---|
| No conversions logged yet. | ||||||
Rebuilt on every CCMR or Lane Market ingest. Re-rate signals fire on 0% acceptance carriers below their lowest-rate accepting peer (−15%) or market avg (−25%).
| Signal | Carrier | Lane | RG Rate | Accept% | Benchmark | Gap | Details |
|---|---|---|---|---|---|---|---|
| Ingest CCMR + Lane Market to see rate intelligence. | |||||||
Dead RG contracts where the carrier is still running the lane on spot — prime reactivation targets.
| Carrier | Lane | Customer | Dead RG Rate | Market Avg | Spot Rate | Loads (Period) | Spot vs Mkt |
|---|---|---|---|---|---|---|---|
| Ingest CCMR to see reactivation opportunities. | |||||||
Active RGs where NTG is paying above lane market avg. Carriers with a cheaper contract on the same lane are excluded (rate inconsistency, not overpaying).
| Tier | Carrier | Lane | Customer | RG Rate | Market Avg | Above Mkt | Accept% | Est. Annual Savings | Action |
|---|---|---|---|---|---|---|---|---|---|
| Ingest CCMR + Lane Market to see recapture opportunities. | |||||||||
CARRIER
—
📋
—
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Outreach Draft
Carrier Email
CS Rep Slack
Update Status
🔔 Notify CS Rep via Slack
?
—
CS Rep
No Slack ID mapped — add one in Settings → CS Rep Notify
Message
💬 Batch CS Notify
Notify CS reps about their carriers
Email Preview
To:
📝 Opened in Outlook — review, then click Send
📢 Post to NS Channel
Post this lane to a Network Strategy Slack channel
Channel
Message
📇 Carrier Lane Sheet
Carrier-safe export — no customer name, no target rate
Origin (shipper)
Destination (receiver)
Min Annual Volume (optional)
🎯 Award Targets
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0 selected
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📥 Log a Carrier Option
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·
Apply to checked:
0 to log
📄 Import their file or paste their rows
Drop their spreadsheet here, or click to pick one
.xlsx or .csv — including our own lane sheet filled in
Matches onto this award's lanes and fills the grid below. It never creates a lane, and nothing is saved until you click Log Reply.
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Cover this lane
Matched to a carrier we already know where the name matches one. A carrier we do not hold is still recorded: the lane is covered either way.
Also add to this carrier’s cross-border lanes
Saved on their lane as quoted it, dated today, with the rate above.
The lane stops pulling carriers into targeting and stays on the award, marked covered. Reversible.
⚠ Risk rules
How the sourcing feed's findings are classified. A rule can decay by being too NARROW (a new wording nothing matches) or too BROAD (it swallows findings that deserved another class) — both are shown.
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☎ Call queue
Ranked by who is most likely to answer and be able to help
Building the queue\u2026
🗂 Feedback Log
Every call and emailed reply — what they said, what they quoted, who owes a callback.
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Carrier
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Lane
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Email target carriers
Building drafts…
JK move · Space include
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💬 Slack the carriers' owners
Grouping the selection by CS rep…
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