Portfolio status
Why deals get cancelled
Contracts
Click a row to see payment, shipping, tons, margin, Pelagics and cancellation detail
| Date | Status | Contract | Executive (client / supplier) | Client | Shipper | Origin | Destination | FCL | Tons | Margin | Pelagics |
|---|
Executive performance
When a deal has a different supplier-side executive from the client-side one, FCL, USD and tons are split 50/50 between them so both get credit and the totals across executives still add up to the real portfolio. This blending only applies here — Monthly Progress and Yearly Goals always count each deal's full value once, since those track the company total, not individual credit.
Monthly progress
Fiscal year · Oct 1 – Sep 30
Run-rate to hit the annual goal
What you'd need to average for the rest of the fiscal year
Cumulative vs. straight-line pace
If actual falls below the dashed line, you're behind schedule for the year
Cumulative revenue (USD)
Cumulative volume (TM)
FCL per month vs. target
Margin per month
Tons (TM) per month
Month-by-month detail
Deal counts, status mix, margin and month-over-month change
| Month | Deals | Completed / Pending / Cancelled | FCL (actual / target) | Margin | USD Δ vs. prior month | Tons (TM) | Avg. margin (USD/TM) |
|---|
Yearly goals ·
Fiscal year runs Oct 1 – Sep 30 · pace compares progress to the share of the fiscal year elapsed
By quarter
Q1 Oct–Dec · Q2 Jan–Mar · Q3 Apr–Jun · Q4 Jul–Sep
Income model: Pelagics vs. direct
Commercial analysis
Concentration, routes and what cancellations are costing — the written review lives in the CEO Review tab
Client & supplier concentration
Revenue and volume share — who you depend on for demand, and who you depend on for supply
Top clients by USD share
Top suppliers (shippers) by USD share
Top clients by tons (TM)
Top suppliers (shippers) by tons (TM)
Origin & destination
Where product is sourced from, and where it's sold to
Origin — USD
Destination — USD
Origin — tons (TM)
Destination — tons (TM)
Cancelled contracts
What each cancellation reason is costing, in margin and volume — so the biggest one can be tackled first
Lost margin by reason — USD
Lost volume by reason — TM
CEO review
Refreshes on its own once a week, from the full deal log
Add a deal
Saved deals are added straight to the Deal Log
Contract #, Client executive, Client and FCL are the minimum needed to log a deal — everything else can be filled in later by editing the row in the Deal Log. Leave Supplier executive blank if the same person handled both sides. Pick "Mixed" or "Other" for Product, Origin or Destination if nothing in the list fits, and specify the detail in the box that appears.