Skip to main content
The Dashboard answers “how are we doing” without anybody exporting a spreadsheet. Every tile says underneath the number exactly what it counts, so nobody has to guess whether “Revenue” means deposits or gross bookings.
The BeRocker dashboard showing KPI tiles and trend charts

​
Filters

Across the top: a date range, a team / agent picker, and a refresh button. Leave the date range empty for all-time.
Period-over-period comparison arrows only appear when you filter to a date range. An unfiltered dashboard is all-time and has nothing to compare against.

​
The tiles

Watch the median first-response, not the average. One agent who left for lunch mid-thread can drag the mean into fiction; the median tells you what a normal customer experiences.

​
The charts

  • Revenue & Net Income over time.
  • Leads vs Delivered over time — volume in against loads out.
  • Margin % Trend — your gross margin percentage day by day.
  • Pipeline funnel — how many leads reached New, Order, Signed, Paid, Posted, Dispatched and Delivered. Where the funnel narrows is where your process leaks.
  • Top agents — deposit total on booked loads and delivered count per agent.
  • Top lanes — ranked by gross bookings, with revenue and lead count.
  • Lead sources — per source: leads, booked, revenue, lead cost, net income, cost per booked load, and booking rate.
The lead-sources table is the one to check before renewing a provider contract. A source with lots of leads and a poor booking rate can cost more than it brings in.

​
Dashboard versions

The version picker in the top right switches between three layouts: Version 1 (the original cards — lead counts, income, commissions, recent transactions, recent activity, follow-up leads and tasks), Version 2 (the tiles and charts above — the default) and Email leads (the same view, limited to leads that came in by email). Each can be renamed from the picker, and the choice is remembered per user. On Version 2 the Arrange dashboard cards button lets you drag the cards into the order your team reads fastest.

Reports

Leads status, user charges and lead sources, exportable.

Accounting

The transactions behind the revenue number.

Dispatch

The loads behind “Active In Transit”.

Lead sources

Where the lead cost figures come from.