Carlink
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// 05 / FEATURE

Reports

Decisions, not data dumps.

Every signal that matters — live. No spreadsheet exports, no month-end reconstruction.

// THE PROBLEM

Brokerage owners spend hours every week reading eight different reports to figure out if last month was good. By the time the picture is clear, it's already next month — and the leads that killed the margin are gone. Decisions get made on stale data.

// HOW CARLINK SOLVES IT

Carlink rolls every signal that matters — lead-source ROI, per-agent profitability, per-company margin, daily dispatched count — into a single dashboard. Every order updates the picture. No 'Generate Report' button, no CSV exports, no waiting. Your books are always live.

// KEY BENEFITS

What you actually get.

Lead-source ROI tiers

Every provider ranked Dead / Low / Moderate / High based on CVR, $/order, and margin contribution. Updates the moment an order closes. You stop paying for sources that don't pay you back — the same week, not next quarter.

Per-agent P&L

Leads handled, dispatched count, gross profit, commission, salary, ranking. Every agent's contribution on one screen. See who's profitable, who's stalling, who's about to break their commission tier.

Per-company margin

If you run multiple brokerages on Carlink, each one's books stay completely separate. Same workspace, isolated ledgers — your accountant can pull each company's P&L independently.

Always live, never stale

Open the dashboard at any time — pick a date range, slice by company, agent, source. The numbers are always current. No 'last refreshed at 4:23 AM' caveats. No 'generate report' wait.

// WHAT'S INSIDE

Everything Reports ships with.

Concrete capabilities you can verify with your own data on day one.

  • 3 main report types: Lead Source ROI · Agent Performance · Company P&L
  • Filters: company, agent, source, date range (today, MTD, YTD, custom)
  • ROI tier badges: Dead / Low / Moderate / High — update live as orders close
  • Per-agent leaderboard with leads, dispatched, gross profit, commission
  • Multi-company workspace (separate books, one login)
  • CSV export anytime for your accountant
  • 3 brokerages, 60 agents tracked in real time today
  • $2.4M+ freight orchestrated visible across all reports
// HOW IT WORKS

Three steps. That's it.

1

Configure commission tiers

Set the % per dispatched-count bucket once (e.g., 10% under 25 loads/mo, 20% under 35, 25% under 60, 32% above). Carlink applies the rule to every order from then on.

2

Carlink computes margins from order data

Tariff, carrier pay, lead expense, other expense — all roll up into gross profit and margin per order. No manual P&L reconstruction. No spreadsheet imports.

3

Open the dashboard anytime

Slice by company, agent, source, period. Compare months. Drill into any number to see the underlying orders. Export to CSV when accounting asks.

// A REAL EXAMPLE

How a typical day looks.

It's Sunday night, 9 PM. The owner opens Carlink on their phone. April so far: $238K freight, $46K gross profit, 19% margin. L6 is High ROI ($212/order, 27% margin). zzz is Dead (zero closes from 47 leads). Jeff is the top agent with $30K in agent profit — about to break the 32% commission tier. Decision made before bed: pause zzz, double L6 spend, and tell Jeff he's being promoted Monday. No CSV exports, no spreadsheet — five minutes from open to action.

// Pulled from the brokerages running on Carlink today

// OTHER FEATURES

See the rest of the platform.

Lead Management

Capture, track, and convert — every lead, every source.

Learn more

Dispatch

Carrier matching, BOL, status — without the spreadsheet.

Learn more

Pricing Automation

Quote in seconds. Win more deals.

Learn more

Invoicing

Bill clients. Pay carriers. Sync books.

Learn more

See Reports with your own data.

30-minute demo. Walked through by an operator.