SWS Dashboard - Brokerage Stats

Brokerage Stats Widget

What This Widget Is

The Brokerage Stats widget provides a real-time view of brokerage activity, showing the current status of loads across key categories.

This widget helps you quickly understand overall performance and identify where attention is needed based on load status.

What You’ll Use This Widget For

Use this widget to:

• Monitor accepted, declined, and pending loads

• Identify trends or shifts in brokerage activity

• Filter and review brokerage data by status, type, division, or timeframe

• Access detailed records for follow-up or analysis (future enhancement)

How This Widget Is Organized

Brokerage Stats widget showing status summary, filters, and brokerage detail grid

Status Summary (Top Section)

Displays key brokerage metrics:

• Accepted
  Total number of accepted loads
  Includes percentage change indicator

• Declined
  Total number of declined loads
  Includes percentage change indicator

• Pending
  Total number of loads still awaiting action

Additional details:

• Sub-values (e.g., ICB / XCB) provide breakdowns by broker type

• Percentage indicators show directional change

Filters

Use filters to refine the data displayed:

• Status
  Filter by load status (Accepted, Declined, Pending, etc.)

• Broker Type
  Filter by type (e.g., ICB, XCB)

• Company
  Limits results to a selected company (session-based default may apply)

• Division
  Filters by operational division

• From / To Date
  Defines the date range for brokerage activity

Brokerage Details Grid (Main Section)

Displays individual brokerage records based on selected filters.

Each row includes:

• No – Order number

• Status – Current load status (e.g., Declined)

• Type – Broker type (e.g., XCB)

• Broker ID – Broker identifier

• Carrier Company – Assigned carrier

• Carrier Pro - ICB division Pro or XCB carrier 01 Pro

Visual indicators:

• Status labels are color-coded for quick identification

• Rows reflect the currently applied filters

Additional Actions

• Refresh icon
  Updates the widget with the most recent data

• Export Excel
  Exports the current filtered dataset

• Record Count
  Displays the number of records returned

How to Use This Widget

Review Overall Activity

1. Start with the Status Summary

2. Compare Accepted, Declined, and Pending counts

3. Use percentage indicators to identify changes or trends

Filter for Targeted Analysis

1. Select a Status or Broker Type

2. Adjust Division or Company if needed

3. Set a date range

4. Review filtered results in the grid

Drill Into Brokerage Records

1. Review the Brokerage Details Grid

2. Identify records needing follow-up (e.g., Declined loads)

3. Use the record details for next steps in your workflow

Key Notes

• This widget is designed for monitoring and analysis, not just task execution

• Filters impact both summary totals and grid results

• Status breakdowns help identify operational trends quickly

• Export can be used for reporting or deeper review