Upcoming Shipments Report

Upcoming Shipments Report

1. Filter Panels (Top Section):

• Acct. Rep, OPS DOC Rep, FIN DOC Rep, Pricing Rep:

  • Use these dropdown filters to narrow down the data by selecting specific account representatives, operations documentation representatives, financial documentation representatives, and pricing representatives.

  • The default selection is “All,” which shows data for everyone.

• Consignee Name:

  • Filter the data by consignee names, enabling users to focus on shipments related to specific customers.

• PAYMENT TERM & CUSTOMS ENTRY:

  • Use these to filter by payment terms or customs entry requirements. This can help with analysis based on financial and customs aspects of the shipments.

2. Main Data Tables (Middle Section):

• Account Rep. and Ops Doc. Rep. Tables:

  • The tables display a breakdown of Account Representatives and Ops. Doc Representatives, along with their corresponding upcoming shipments.

  • Expand or collapse the list by clicking on the small arrow next to each name to see further breakdowns. This allows you to dive deeper into more specific data.

• Fin Doc Rep. and Pricing Rep. Tables:

  • Similarly, these tables show Financial Documentation Representatives and Pricing Representatives, each with their number of upcoming shipments.

  • Use the totals at the bottom to quickly assess overall workload distribution.

3. Pie Charts (Bottom Section):

• The pie charts visualize the data displayed in the tables above. They give a quick glance at the percentage distribution of shipments by representative.

  • Account Rep.: Shows the proportion of shipments handled by each account representative.

  • Ops Doc Rep., Fin Doc Rep., Pricing Rep.: Similarly, these charts give an overview of how shipments are distributed across these different roles.

  • Hovering over a segment of the pie chart allows users to see exact percentages, providing quick insights into which representative or department is handling more or fewer shipments.

4. Totals and Summaries:

• The Total row at the bottom of each table provides a quick sum of the upcoming shipments in that category (e.g., 920 shipments in total).

• This helps in overall workload assessment and understanding team performance in terms of shipment handling.

How to Use This Report Efficiently:

1. Filtering for Specific Insights: Use the filters at the top to drill down into the specific data you need. For example, selecting a specific Ops Doc Rep will update the entire report to show only data related to that representative.

2. Comparing Workload Distribution: By looking at the tables and pie charts, you can compare how shipments are distributed among different representatives. This can help identify who may be overloaded or underloaded with shipments.

3. Quick Visual Analysis: The pie charts allow you to quickly gauge which representatives or departments are handling the most work. Use this for rapid decision-making.

4. Detailed Data Breakdown: Use the expand/collapse function in the tables to get detailed views for more in-depth analysis.