Insights

Insights play a vital role by providing valuable information and analysis that drive optimization and decision-making across the supply chain. They enable users to monitor performance, optimize routes, forecast demand, manage inventory, evaluate suppliers, enhance customer experience, and mitigate risks, ultimately leading to more efficient operations and improved competitiveness.

Viewing Lead Insights

Here's a quick overview of the insights available in CargoEZ

• Overview: Get a high-level summary of lead statistics in a visual donut chart.

• Pending Status: Track leads awaiting action with insights represented in an XY chart.

• Leads Lost Due To: Understand reasons for lost leads to identify common pain points.

• Pending Status After Shipment Date Expiry: Proactively track leads with pending status after shipment date expiry.

• Workload: Allocate resources effectively with workload distribution insights.

• Converted, Lost: Analyze factors contributing to lead outcomes with detailed insights.

• Lead Summary by Source, Lead Summary: View summarized lead data by source and overall lead summary in tabular form.

Navigation to Insights

1. Click on the insights icon in the sidebar navigation.

2. You'll have access to view lead information in both chart and table formats.

3. Customize your view by selecting specific users and dates.

4. Click the Search button to populate data based on your selections.

5. If needed, you can clear the filters to reset your view.

6. The displayed data will correspond to the chosen date range and user selections.