Introduction
Understanding your revenue is crucial for any business, and Super Dispatch makes it simple to track your earnings. With the Company Revenue Report in Carrier TMS, you can view a detailed breakdown of companies that have paid you within a specific time frame, the number of orders they’ve completed, and your total revenue. This guide will walk you through how to access and use the report effectively.
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How to Access the Company Revenue Report
Follow these steps to access the Company Revenue Report:
Step 1: Navigate to the Reports Tab
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Log in to your Carrier TMS account.
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Click on the Reports tab located in your dashboard menu.
Step 2: Open the Company Revenue Report
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Select Company Revenue from the list of available reports.
Features of the Company Revenue Report
The Company Revenue Report provides six key insights:
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Accounting Method: Displays whether you are using the Cash or Accrual accounting method.
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Choose Period: Allows you to select the time frame for the report.
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Company Name: Shows a list of companies that have paid you during the selected period.
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Load Count: Displays the number of orders each company has completed with you.
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Amount Paid: Indicates the total amount paid by each company.
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Total: Summarizes your total revenue for the selected time frame.
Accounting Methods
The Company Revenue Report allows you to calculate revenue based on two accounting methods:
Cash Accounting
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Calculates revenue based on when payments are received.
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Data is populated as follows:
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Finds loads in the Paid and Archived sections of the dashboard.
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Uses the paid amount to calculate the total revenue.
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Filters orders by the payment date to show those within the selected time frame.
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Accrual Accounting
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Calculates revenue based on when invoices are sent (billed) rather than when payment is received.
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Data is populated as follows:
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Finds orders in the Billed, Paid, and Archived sections of the dashboard.
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Uses the order price to calculate the total revenue.
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Filters orders by the invoice send date to include only those within the selected time frame.
Customizing the Date Range
By default, the report displays data for the current month. To adjust the date range:
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Click the calendar icon at the top of the report.
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Select your desired start and end dates.
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The report will automatically update to reflect the specified time frame.
Understanding the Report
Below, we will help you with Understanding the Report:
Company List, Orders, and Amount
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The middle section of the report displays a detailed list of companies, the number of orders, and the total revenue received from each company.
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Beneath each total, click View Orders to see a breakdown of individual orders.
Total Company Revenue
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The Total box on the right-hand side of the screen shows the total revenue for all companies during the selected time frame.
Need Help?
Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at support@superdispatch.com, or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We’re here to help and look forward to assisting you!