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What we found in this sample company's records
01The month at a glance
SAMPLE REPORT
Monthly Sales Report
Sample Freight Lines | 22 trucks | September 2026
The month at a glance
Customer Health Score: 64 / 100, up 3 points from August. Customers A and B are growing; Customers C and E are pulling the score down.
What the numbers say
- 1Best month in six. Revenue grew 4.5% to $398,640, led by flatbed (up 7%) and expedited loads (up 74%).
- 2Empty miles are rising. 15.3% of all miles ran empty, up from 14.0% in August. The Laredo and Oklahoma City returns are the main cause.
- 3Too much depends on a few customers. Your top 5 are 57% of revenue, and two of them are declining.
- 438 customers have stopped tendering loads. They gave you $257,800 in freight over the last 12 months and haven't booked in 30+ days.
Top 3 actions for October
- Call Customer E this week. Loads dropped from 14 to 6 a month. Find out why before the account is gone.
- Fill the empty return trips. Find backhaul freight from shippers or brokers on the Laredo and Oklahoma City lanes. Est. $8,600.
- Win back the 12 customers inactive 90 to 179 days. Est. $14,800 recoverable.
Revenue and sales trends
Revenue for the last six months. September was your strongest month of the six.
Month by month
| Month | Revenue | Loads | Avg per load | Vs prior month |
|---|---|---|---|---|
| Apr | $361,200 | 251 | $1,439 | |
| May | $372,800 | 258 | $1,445 | +3.2% |
| Jun | $384,500 | 263 | $1,462 | +3.1% |
| Jul | $369,900 | 254 | $1,456 | -3.8% |
| Aug | $381,300 | 259 | $1,472 | +3.1% |
| Sep | $398,640 | 268 | $1,487 | +4.5% |
September, week by week
| Week | Revenue | Loads | Avg per load |
|---|---|---|---|
| Sep 1 to 7 | $81,240 | 55 | $1,477 |
| Sep 8 to 14 | $104,880 | 70 | $1,498 |
| Sep 15 to 21 | $108,320 | 72 | $1,504 |
| Sep 22 to 30 | $104,200 | 71 | $1,468 |
The first week was the slowest, about 18% below the weekly average, mostly from the Labor Day holiday. Plan holiday-week freight with your top customers ahead of time.
Freight mix and lane analysis
Revenue by freight type
| Freight type | Revenue | Share | Vs Aug | |
|---|---|---|---|---|
| Dry van, full truckload | $168,420 | 42% | +4.0% | |
| Reefer | $92,310 | 23% | +4.1% | |
| Flatbed | $61,480 | 15% | +7.3% | |
| Dedicated contract | $44,600 | 11% | 0.0% | |
| Partial & LTL | $19,830 | 5% | -9.5% | |
| Expedited & hot shot | $12,000 | 3% | +73.9% | |
| Total | $398,640 | 100% | +4.5% |
Top lanes
| Lane | Loads | Revenue | Rate/mile | Empty miles | Paid backhaul |
|---|---|---|---|---|---|
| Houston to Dallas | 46 | $64,400 | $2.92 | 9% | 74% |
| Houston to San Antonio | 38 | $43,700 | $2.88 | 12% | 58% |
| Dallas to Houston | 34 | $41,200 | $2.71 | 8% | Return |
| Houston to New Orleans | 16 | $36,200 | $2.48 | 16% | 44% |
| Houston to Laredo | 18 | $33,800 | $2.61 | 21% | 28% |
| Houston to Austin | 22 | $27,100 | $2.95 | 18% | 36% |
| Houston to Oklahoma City | 9 | $25,300 | $2.31 | 27% | 11% |
| Beaumont to Houston | 15 | $14,900 | $2.70 | 11% | Return |
Paid backhaul: share of trips on that lane where the truck came back with a paying load.
Customer activity and revenue concentration
Top 5 customers
| Customer | Sep revenue | Share | 3-month trend |
|---|---|---|---|
| Customer A (direct shipper, building materials) | $71,800 | 18.0% | Growing |
| Customer B (direct shipper, grocery) | $52,400 | 13.1% | Growing |
| Customer C (broker, national) | $41,900 | 10.5% | Declining |
| Customer D (direct shipper, steel & pipe) | $33,600 | 8.4% | Steady |
| Customer E (direct shipper, beverages) | $26,100 | 6.5% | Declining |
| Top 5 combined | $225,800 | 56.6% |
Customers who stopped tendering loads
| Last load | Customers | Freight in prior 12 months | |
|---|---|---|---|
| 30 to 59 days | 7 | $58,400 | |
| 60 to 89 days | 5 | $41,900 | |
| 90 to 179 days | 12 | $96,300 | |
| 180+ days | 14 | $61,200 | |
| Total | 38 | $257,800 |
The 90 to 179 day group is the priority: still winnable, and the most freight. The full list is on page 6.
Sales opportunity scoring
Every customer, whether a direct shipper or a broker, is scored from 0 to 100 on how much additional freight they're likely to bring and how urgent it is. These are the top 15 for October.
| Customer | Score | Why | Est. value | Next step | |
|---|---|---|---|---|---|
| 1 | Customer E | 93 | Loads down from 14 to 6 a month | $11,200 | Owner call this week |
| 2 | Customer C (broker) | 88 | Tenders down 35%; wants a rate review | $6,800 | Rate review call |
| 3 | Rio Grande Produce | 85 | Ships Laredo to Houston, our empty return | $5,400 | Backhaul pitch |
| 4 | Customer A | 82 | Growing; asked about weekend trucks | $6,200 | Capacity proposal |
| 5 | Bayou Pipe & Supply | 80 | Inactive 103 days; $28,600 last year | $4,700 | Win-back offer |
| 6 | Gulf Coast Chemical | 78 | 6 of their tenders declined in September | $4,300 | Capacity fix |
| 7 | Lone Star Lumber | 76 | Inactive 118 days; $21,400 last year | $3,600 | Win-back offer |
| 8 | Red River Grain | 74 | Ships OKC to Houston, our empty return | $3,900 | Backhaul pitch |
| 9 | Customer D | 72 | Uses another carrier for flatbed overflow | $3,100 | Flatbed offer |
| 10 | Hill Country Beverage | 70 | Holiday volume season starting | $2,800 | Holiday capacity offer |
| 11 | Port City Imports | 68 | Detention unbilled on 9 of their loads | $1,900 | Billing correction |
| 12 | Brazos Packaging | 66 | Inactive 97 days | $2,200 | Win-back offer |
| 13 | Delta Paper Products | 63 | Booked once via broker; ships weekly | $1,600 | Direct-shipper pitch |
| 14 | Cypress Building | 61 | Partials only; could fill full trucks | $1,500 | Full-truckload offer |
| 15 | Magnolia Home Goods | 58 | Quoted twice, never booked | $1,200 | Follow-up call |
| Top 15 combined | $60,400 |
Inactive customer recovery list
The 12 customers who haven't tendered a load in 90 to 179 days, ranked by the freight they gave you. This is your team's call list, with a recommended offer for each.
| Customer | Contact | Days out | Last lane | 12-mo freight | Recommended offer | |
|---|---|---|---|---|---|---|
| 1 | Bayou Pipe & Supply (flatbed, direct) | Darnell, (713) 555-0118 | 103 | Houston to Dallas | $28,600 | Flatbed capacity check-in |
| 2 | Lone Star Lumber (flatbed, direct) | Becky, (936) 555-0127 | 118 | Houston to Austin | $21,400 | Guaranteed truck on ship day |
| 3 | Brazos Packaging (dry van, direct) | Victor, (979) 555-0133 | 97 | Houston to San Antonio | $11,800 | Weekly dedicated slot |
| 4 | Coastal Freight Brokerage (dry van, broker) | Anita, (281) 555-0142 | 131 | Houston to New Orleans | $8,900 | Lane rate refresh |
| 5 | Pecos Valley Feed (dry van, direct) | Travis, (432) 555-0156 | 146 | Houston to Laredo | $6,700 | Lane rate refresh |
| 6 | Trinity Tile Distributors (dry van, direct) | Monica, (214) 555-0161 | 109 | Houston to Dallas | $5,200 | Weekly dedicated slot |
| 7 | Gulfway Frozen Foods (reefer, direct) | Raul, (713) 555-0168 | 122 | Houston to San Antonio | $4,100 | Holiday reefer capacity |
| 8 | Sabine Logistics Group (dry van, broker) | Glen, (409) 555-0172 | 157 | Beaumont to Houston | $3,300 | Guaranteed truck on ship day |
| 9 | Heights Furniture Outlet (partial, direct) | Kim, (832) 555-0179 | 114 | Houston to Austin | $2,600 | Consolidated partial pricing |
| 10 | Clear Creek Equipment (flatbed, direct) | Joe, (281) 555-0184 | 138 | Houston to Dallas | $1,900 | Flatbed capacity check-in |
| 11 | Lonestar Load Partners (partial, broker) | Nadia, (210) 555-0190 | 169 | Houston to San Antonio | $1,100 | Consolidated partial pricing |
| 12 | Katy Garden Center (partial, direct) | Phil, (281) 555-0197 | 101 | Houston to Austin | $700 | Spring season capacity |
| 12 customers | $96,300 |
How to use this list: start at the top. The first two customers alone gave you $50,000 in freight last year. Ask what changed, offer the recommended fix, and log the reason in the notes. The reasons shape next month's plan.
Missed opportunities and next steps
Revenue the company can realistically recover in October, based on its own records.
| Opportunity | Est. value | |
|---|---|---|
| 1 | Customer E: loads down from 14 to 6 a month since June Likely moving freight to another carrier. Fifth-largest account at risk. | $11,200 |
| 2 | Laredo and Oklahoma City lanes running 21% to 27% empty miles No regular backhaul customer on either return trip. | $8,600 |
| 3 | 12 customers inactive 90 to 179 days $96,300 in freight with you over the prior 12 months. | $14,800 |
| 4 | 27 load tenders declined in September Most on Tuesdays and Wednesdays, when no truck was available. | $12,900 |
| 5 | Detention not billed on 41 loads Drivers waited 2+ hours at the dock; no charge on the invoice. | $4,100 |
| Total recoverable | $51,600 |
Estimates use each customer's average load value and a conservative 30 to 40% response rate.
Recommended actions
| Action | Owner | Due | Priority | |
|---|---|---|---|---|
| 1 | Owner call to Customer E this week; ask about service and rates | Owner | Oct 9 | High |
| 2 | Find backhaul freight from shippers or brokers on the Laredo and Oklahoma City returns | Sales | Oct 14 | High |
| 3 | Run win-back calls to the 12 inactive customers using the call list | Sales | Oct 14 | High |
| 4 | Bill detention on every stop over 2 hours, starting now | Billing | Oct 7 | High |
| 5 | Rebalance Tuesday and Wednesday trucks to stop declining tenders | Dispatch | Oct 16 | Medium |
Next month we'll track
| Customer Health Score above 64 | Win-back replies and booked loads |
| Empty miles back under 14% | Detention billed vs owed |
| Customer E loads per month | Declined tenders on Tue and Wed |
Tap Next, use your arrow keys, or swipe to turn the page.
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Quick test
Can you answer these about your company?
If you can't answer all six in under a minute, money is slipping past you. The answers are already in your load records. Nobody has pulled them out yet.
Your free sales report answers all six. The longer a customer stays quiet, the harder they are to win back. Find yours now.
The math
Win back five. Do the math.
Take the sample company: 12 customers who gave it freight last year haven't tendered a load in 90 to 179 days. Its average load pays $1,487.
And that's before backhauls, declined tenders, and the next load after that. These customers already know your trucks. Someone just has to call them with a reason to come back. Your numbers will be different. Your free sales report shows you yours.
Your quiet customers are getting harder to win back every month. Find out who they are.
Smarter, then better
Knowing isn't enough. Every report ends in action.
A report nobody acts on is just paper. Your free sales report ends with clear actions, an owner for each one, and a due date. Keep going monthly and we track what happened.
Know
See which customers, lanes, and freight types are working, what's slipping, and where the money is hiding.
Act
Get the call list, the offers, and who does what by when.
Grow
Next month's report shows what worked, so every month gets sharper.
If you keep going monthly, we track:
- Win-back replies and booked loads
- Empty miles on your weakest lanes
- Detention billed vs owed
- Declined tenders by day of the week
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The report is built on your sales: revenue, loads, customers, lanes, and rates. Profit needs your fuel, driver, and equipment costs, which we can talk about adding during your walkthrough.
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