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Deal Costing · Log · Quarterly Roll-up
Cost a deal, log it, and watch it roll straight up into the week and the quarter — one ecosystem, one set of numbers.
Deal
Used to work out margin per container and, if you use container-based freight below, freight per unit.
Incoterms — buy vs. sell
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Commission (agency income, on top of trading margin)
Freight & insurance you carry
Other costs
Log details (feeds the Deal Log & Quarterly Summary)
Needs a weight-based unit (kg, MT, or lb) to log into the Deal Log.
Cost buildup
Margin
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Fill in the deal to see margin
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Total Progress — Annual Overview
Where the margin comes from
Gross margin by category — the width is money, not tonnage.
Progress vs. annual budget — by category
Monthly trend
Volume (bars) and gross margin (line) by fiscal month.
Quarter-by-Quarter Detail
Tonnage (TM) by quarter
| Category | Oct-Dec | Jan-Mar | Apr-Jun | Jul-Sep | Year Total |
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Margin (USD) by quarter
| Category | Oct-Dec | Jan-Mar | Apr-Jun | Jul-Sep | Year Total |
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Filter
TM by product
| Product / spec | TM | % of category |
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Supplier side credits a trader for deals where they were the supplier-side (buying) trader. Client side credits the client-side (selling) trader. Many deals have the same person on both sides, so Blended Contribution averages a trader's supplier-side and client-side margin — matching how this was tracked before, so no one gets double-counted on their own back-to-back deals.
Supplier side — by trader
| Trader | Tons Bought | Margin (USD) | GP $/MT | % of Margin |
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Client side — by trader
| Trader | Tons Sold | Margin (USD) | GP $/MT | % of Margin |
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Blended contribution — by trader
| Trader | Blended Margin (USD) | % of Total |
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Trend by trader
Gross margin generated per trader, by period — each bar is the period total, split by trader.
Progress vs. $500,000 target — per trader
Each trader's blended contribution (for whichever period is selected above) against the $500,000 KPI.
Trader deep-dive — who they work with
Pick a trader to see their top 5 clients (when acting client-side) and top 5 suppliers (when acting supplier-side) — the relationships that make up most of their cargo.
Top 5 clients (client-side deals)
Top 5 suppliers (supplier-side deals)
Weekly progress
| Trader | Week's Blended Margin | % of Weekly Goal |
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Concentration — margin (top 20)
Concentration — tonnage (top 20)
Top 20 by margin (USD) — detail
Click a client to see what they're buying.
| # | Client | Margin (USD) | % of Total | Cumulative % |
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Top 20 by tonnage (TM) — detail
Click a client to see what they're buying.
| # | Client | TM | % of Total | Cumulative % |
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Filter
Share of tonnage (TM)
Share of margin (USD)
By country
| Country | TM | % of TM | Margin (USD) | % of Margin |
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Filter
Click a route to see which species/categories make it up. Click a column header to sort.
| Route | Ops | TM | Margin USD | GP/TM |
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Headline Insights
Client power rankings
Top clients by margin, with quarter-over-quarter trend.
| Client | Margin | % of Total | TM | Categories | Trend |
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Cross-sell opportunities
Established clients buying only one category — the lowest-friction growth available: trust and logistics already exist.
Win-back targets
Clients who bought in the earliest quarter on record and have gone silent since.
Route efficiency by origin
Margin per ton by origin country — where volume lives isn't always where margin efficiency lives.
Key-person concentration
Share of blended margin by trader — how much of the book depends on any one person.
Report period
Tons by category
Margin by category
Summary — ready to send
| Category | TM | Margin (USD) | % of total |
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Copies the summary table above — pastes as a real table into email, or a clean aligned list into WhatsApp/Slack.