How it runs for trucking and logistics companies
Beside those sit revenue and cost per mile by truck, operating ratio, factoring cost, maintenance per unit, broker aging and short pays, and a 30-day cash view after loan payments. Every figure traces to the ledger or a named report and refreshes with each close.
What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for trucking and logistics companies
- Revenue and cost per loaded and total mile by truck, updated from the closed books monthly
- Loads delivered, deadhead share and days from delivery to invoice from TMS and ELD data
- Factoring cost, fuel cost per mile and maintenance cost per unit trended over twelve months
- Broker aging, short pays by reason and concentration among the top ten customers
- Cash after loan payments, expected factor releases and payables due in the next 30 days
The KPI that matters here
Dashboard refreshed within one business day of each close with every figure traceable to the ledger or a named report.
Trucking compliance notes
FMCSA and federal filings
Operating authority, USDOT registration, the Unified Carrier Registration fee, IRP apportioned plates and the annual Form 2290 heavy vehicle use tax (due August 31 for most fleets) each carry a cost and a date. We keep those dates on the close calendar, record the fees against the right units and keep insurance certificates and down payments tracked. Filing stays with you or your compliance service.
IFTA fuel tax
Each quarter, miles by jurisdiction from the ELD and gallons by jurisdiction from fuel-card statements are compiled into IFTA workpapers, with the net tax due or refund calculated per state. The ledger fuel account is reconciled to the same gallons so the return and the books agree. You or your permit service submits the return.
Factoring agreements
Recourse and non-recourse factoring agreements set the advance rate, the fee schedule and when chargebacks apply. We record advances as a liability or as AR sold depending on the agreement, show fees as finance cost and reconcile the reserve account monthly so you can see what the factor is holding. We do not negotiate the agreement.
Driver settlements and worker classification
Owner-operators under lease are paid on settlement statements with deductions the lease must list, and receive a 1099 at year end; company drivers are W-2 employees with per diem treated under IRS transportation-industry rules. We prepare settlements and payroll journals from the agreements you provide and flag classification questions for your counsel. We do not decide who is a contractor.
Trucking software we work in
- QuickBooks Online
- Xero
- Gusto
- Bill.com
- TMS exports (McLeod, Trimble TMW, Tailwind, Truckstop)
- Motive and Samsara ELD reports
- Factoring portals (RTS, OTR Solutions, TAFS, Triumph)
- Fuel cards (WEX, EFS, Comdata)
- All 50 platforms
More for trucking and logistics companies
Other services for trucking
Frequently asked questions
Which KPIs should a carrier watch every month?
Revenue and cost per mile by truck, operating ratio, deadhead share, days from delivery to invoice, factoring cost as a share of revenue, maintenance cost per unit and cash after loan payments. Together they show whether loads are priced right, whether paperwork is slowing cash and whether the factor is still the cheapest money. These form the core of our standard carrier dashboard.
Can the dashboard include ELD and TMS data?
Yes. Miles, loads, deadhead and on-time figures come from Motive, Samsara or your TMS reports and sit beside the financial numbers, which always come from the closed ledger so they do not shift when a settlement is corrected. Where an operational count and a financial figure disagree, the dashboard shows the gap rather than hiding it.
What tools do you use for trucking dashboards?
Fathom for QuickBooks Online and Xero clients, or a maintained spreadsheet when that is what you prefer. If you already run a BI tool we deliver reconciled data on a schedule. Our KPI dashboards service page shows the standard layouts and how they are adapted for carriers, brokers and final-mile operators.
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