Operations Dashboard
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Operations Dashboard
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Overview
Clients
Driver Needs
Placements
Revenue
Client
Name *
Status
Active
Paused
Churned
Payment method
Pay in full
Split
Churn reason
Account manager
Assigned owner
Contact name
Contact phone
Contact email
Summary notes
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Terminal / location
Label (optional)
City *
State *
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Edit pricing —
Pay-in-full fee (USD)
Split — 1st half (USD)
Split — 2nd half (USD)
1st half billed after first load pickup. 2nd half billed 30 days after hire.
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Add note
Note
Timestamped and attributed to you. Notes are a permanent log — they aren't edited or deleted.
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Add note
Equipment row
Equipment type
Units available
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Driver need
Client *
Driver type
— any —
Company Driver
Lease/Rent
Owner-Operator
Crew
— any —
Solo
Team
Equipment type
Drivers needed *
Opened date
Notes
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Placement
Client *
Driver name *
Driver type
Company Driver
Lease/Rent
Owner-Operator
Crew
Solo
Team
Equipment type
Placed date
Payment structure
Pay in full
Split
Fee (USD)
1st half (USD)
2nd half (USD)
Notes
Fees auto-fill from this client's pricing for the chosen driver type. Team drivers or lead-gen clients: adjust manually.
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Mark as Fell off
Fell off date
Records that the driver left before completing. Feeds the 30-day retention metric. Collected payments are unaffected.
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Confirm
Monthly revenue goal
Month
Target (USD)
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Delete client
Type the client name to confirm
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Delete
