FFA

CEO/Managers Dashboard¶

This dashboard loads when a user with ‘management’ authority logs in. This typically refers to CEO, General Managers, and Department Heads who require a strategic overview of revenue, profitability, client distribution, and performance trends.

Each user will see all data for decision-making purposes.

The general filters defined in section 1 above apply.

The default time span selected will be ‘this month’.

Apply predictive analysis where applicable – normally this applies to charts (e.g., revenue forecasts, cost vs sales projections).

All reports should be able to filter by the following where applicable:

• Transport Mode: Ocean / Air (multi-select)
• Shipment Type: Import / Export (multi-select)
• Client(s) (multi-select search)
• Vessel (search)
• Custom Date Range (ETA)
• Custom Date Range (ETD)

Note: Default filter selection = Current Month (based on ETA).

 KPIs

• Total Revenue (MUR) (period – default current month)
• Total Profit (MUR)
• Gross Profit Margin (%)
• Cost-to-Revenue Ratio (%)
• Revenue Forecast vs Target (%)
• Client Concentration Risk (% from top 5 clients)

 1. Revenue / Income

Charts:

• Bar Chart: Revenue by Vessel/ Import- loading port or Export - destination port /Service.
• Line Chart: Revenue trend (monthly / quarterly/yearly, etc..).
• Period Comparison: Quarter-over-Quarter change.
• Forecast Chart: Predictive quarterly and yearly revenue.
• Pie Chart: Profit by Service (Total & %)
• Dual-Axis Time Series: Cost vs Sales trend with forecast line.
• Growth Trend by Trade Lane – Map or Bar showing changes in key routes (Origin/Destination)
• Client Concentration – Pie/Bar showing % revenue from top 10 clients
• Bar Chart: Quotations by Status.
• Trend Chart: Quotation approval/cancellation/pending trends over time.

Vessel Table:

• Vessel Name
• Shipment Type
• Origin
• Destination
• No. of BLs in the vessel
• Revenue Amount
• Profit Amount

 Cost and Sales Table

• Shipment Type
• Service
• Vessel
• Period
• Total Cost (MUR)
• Total Sales (MUR)
• Profit (MUR)
• Profit Margin %

 Quotation Status Table

• Quotation Status Overview
• Approval vs Cancellation Trend
• Conversion Rate %

Clients Table:

• Client Name
• Revenue (MUR)
• Number of Shipments
• Last Shipment Date