Overview

📦 Shipment Ledger

Total Shipments

0

Avg GP Margin

0%

Total Revenue

฿0

Total GP

฿0

📊 Ledger Dashboard & Charts Click to expand ▼
🏆 Top 3 Customers by GP
🛃 Customs Jobs
—
of total shipments
🚚 Transport Jobs
—
of total shipments
📦 Shipments vs Last Month
—
—
Last month: —
💰 Total GP vs Last Month
—
—
Last month: —

Count by Mode

GP by Mode

📅 Annual Shipment Overview

Total Shipments

—

Total Revenue

—

Total GP

—

Avg GP Margin

—

Customs / Transport

— / —

Monthly GP & Revenue (฿)
Shipments by Mode
GP by Salesperson
🏆 Top 5 Customers by GP

📋 Shipment Ledger Records

Customer
Mode
Profit
Salesperson
📅 ETD From
📅 ETD To
🚢 ETA From
🚢 ETA To
Date ↕ Customer ↕ Job No. AWB/BL Mode ↕ RouteVol ETD ↕ ETA ↕ CustomsTrans Cost ↕ Selling ↕ GP ↕ % ↕ Sales ↕ Action
TOTAL: 0 0 0 0%
New Deals Today
—
vs yesterday: —
Deals Booked Today
—
vs yesterday: —  |  GP: —
Meetings Appointed
—
next 7 days  |  last week: —
Quoted >10 Days
— / std 10d
need follow-up  ·  max 10 days

✅ To-Do List

🔔 Costing (Need Action)
— / std 3d
over 3 days  ·  max 3 days
Shipment Ledger — This Month
— ships GP: —
by transport mode
🏖️ Pending Leave
— requests
pending approval
📄 Quotations
— total
this month  ·  loading…

🎯 Deal Pipeline

Your Sales Process – Built for Freight Forwarding and Logistics
🔵 New Prospect0
🟡 Pitching0
🟣 Costing0
🔷 Quoted0
✅ Booked0
❌ Lost0

🏢 Client Database

Company Address Contact Person(s) Sales Rep Action
👆
Click a customer row
to see their 360° snapshot

📅 Customer Meeting

0 records
Mon
Tue
Wed
Thu
Fri
Sat
Sun
✅ Completed (counts in report) 📌 Appointed ✖ Cancelled

📞 Cold Call Records

0 records
📅 Date 🏢 Company 👤 Contact 📱 Phone 💬 First Call 🔄 Follow-up 🎯 Win % 👤 Sales Action

🗣️ Voice of Customer

📊 Reports

🏆
Annual Accumulation
Year-to-Date GP vs Annual Target
📈 YTD Actual GP
฿0
🎯 Annual Target
฿0
⚡ Achievement
0%
Progress0%
⚙️ Manual Sales Data Entry (Admin / Manager — set targets only) Click to expand ▼

📌 Data flow: Actual Sales & GP are derived automatically from the Shipment Ledger. Only Sales Target and Target Jobs can be set here.

📈 Monthly GP vs Target

📦 Jobs vs Target

💰 GP from Shipment Ledger (current Month)

GP by Mode
Shipments by Mode (Count)
Sales Performance

🎯 Deal Pipeline — GP by Stage

Performance Overview

👥 Sales Activity Report

📅
Meetings Completed
0
completed sessions
📞
Cold Calls Made
0
total calls logged
Per Sales Rep Breakdown
Sales Rep Meetings Calls Deals GP
Cold Calls & Meetings by Rep
Number of Deals per Sales Rep
GP Value per Sales Rep (฿)

📈 Year-to-Date Progress

Month Actual GP Target Achievement GP Progress Bar Jobs Act/Tgt MoM Growth
📋 All Deal List Click to expand ▼
0 selected
Date Deal Title Client Vol Status GP Amount Sales Rep Action

🌍 Overseas Agents Directory

International freight agent contacts by country

CountryCompanyAddress ContactEmailPhoneSpecialty PriorityNetwork GroupAddedRemarksActions

🏭 Local Vendor Directory

Domestic service providers — contacts & pricing

Company Service Type Address Contact Tel No. Email Line ID Added / Updated Remarks Actions

🏖️ Leave Management · ระบบการลา

Thai Labour Law Compliant · พ.ร.บ.คุ้มครองแรงงาน

🔍 Filter:

💾 Master Data Backup

Export all CRM data as a full JSON backup file
▼ Expand
⚠️ Restore will replace existing data of this organization with the backup file contents. Use with extreme caution.

⚙️ App Settings

▼ Expand
🏢 Organization Info (Read-only from Database)
Company Name
—
Tax ID
—
Address
—
System IDs: 🏢 Org: — 👤 User: —
🖼️ Organization Logo
No logo
uploaded
PNG, JPG, SVG · Max 500 KB · 1 logo only

👤 My Account

▼ Expand
Username / Name
—
Login Email
—
Role
—
Last Sign-in
—
🔖 System Identifiers
🏢 Org ID: — 👤 User ID: —
🔐 Change Password

👥 Team Management (org_admin only)

▼ Expand
NameEmail (Login ID)RoleAction
➕ Add New User

📧 An invitation link will be sent via email. Click the link to set your password (valid for 72 hours)

🔑 Transfer Org Admin

Transfer org_admin rights to another member — after the transfer, your role becomes Manager and the page will reload.

⭐ Subscription Details
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💬 Support Messages
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📈 Sales Simulation

Saved
Total GP / Month
—
—
Annual GP
—
× 12 months
Active Accounts
—
—
Avg GP / Account
—
per month
Top Account
—
—
Monthly GP
12-Month GP Projection
Total GP per month across all accounts
GP by Salesperson
Monthly contribution share
Top Accounts
Ranked by monthly GP

📧 Marketing Email Prompt

Select a template type → fill in the details → copy the prompt for use with AI

📂 Template Type
Templates
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📝 Prospect Info
🏢 Our Company Detail (saved context for all users)
👁 Prompt Preview
← Select a template on the left first

📋 Booking Instruction

Fill in shipment details and generate a structured instruction to send to the Ops team

🚢 Shipment Details

🔧 Service Scope (fill detail per item)

Book Freight
Customs Export
Customs Import
Transport
Packing
Warehousing
Form CO
Cargo Insurance
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Labor
Cross Docking
Others

📎 Documents Attached

👤 Sales in Charge

📧 Summary Shipment Instruction Live preview
To: your operations team
Subject: [Booking Instruction] —

📂 Recent Booking Instructions

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