Reports and KPIs

Your numbers - fresh, not a month old

Revenue reports per customer, driver, route and service, complete invoice and payment journals and a KPI dashboard with over 20 widgets - calculated continuously from your operational data.

See how

The accounts tell you what happened. These reports tell you why.

When operational data and finance live in the same system, every figure can be broken down to the order behind it - without exports and pivot tables.

Revenue from every angle

Per customer, driver, route, service type, vehicle type, price code, day and month - with rental and environmental data included.

Journals for the accounts

Invoice, credit note, payment and due date journals, e-invoicing log and email log - reconciliation without the hunt.

KPIs for management

Margin, profit per order, delivery punctuality and customer concentration - on one dashboard.

Revenue

Revenue - from every angle

One set of figures, many perspectives.

Revenue reports per customer, driver, route, service type, vehicle type, price code and period. Rental income and environmental reporting sit in the same report family, and multiple currencies are converted correctly.

  • Revenue per dimension you need
  • Rental income included in the total
  • Multi-currency conversion in the reports
  • Drill-down to the orders behind the figure
Revenue4.8 MClients24Trucks12
InvoicePaymentCredit noteMatched
Journals

Reconciliation without the hunt

Every invoice, payment and credit note - traceable.

Invoice journal, credit note journal, payment journal and due date overview, plus a Peppol e-invoicing send log and an email log. Lists of orders ready to invoice - and those missing something - keep the billing basis tight.

  • Complete journals for the accounts
  • E-invoicing and email log per invoice
  • 'Ready to invoice' lists
  • Orders missing settlement flagged
KPI dashboard

The management morning coffee view

Over 20 widgets - margin, punctuality and capacity.

A dashboard with revenue, margin, profit per order, delivery punctuality, customer concentration, fleet utilisation and compliance alerts. Route profitability and the pay overview give you the depth when you need it.

  • 20+ KPI widgets on one dashboard
  • Delivery punctuality per driver and service
  • Route profitability with cost split
  • Pay overview per employee and hour type
Margin14.2%On time97%Capacity82%
VoucherTripletexPowerOfficeVisma+12 formats
To the accounting system

Exported to where the auditor lives

Vouchers and invoices - delivered automatically.

Invoice export to over 15 accounting formats and settlement vouchers with configurable dimensions - delivered automatically via API, FTP or SFTP. The figures in the reports and the figures in the accounts are the same.

  • 15+ accounting formats
  • Automatic delivery
  • Dimensions: department, project, Dim1 - 3
  • One truth - operations and accounts in sync

Features

Everything you need to stay in control - in one platform.

Revenue reports
Per customer, driver, route and service.
Journals
Invoice, payment, due dates and e-invoicing log.
KPI dashboard
20+ widgets for daily management.
Route profitability
Profit per route with cost split.
Accounting export
Delivered automatically to your system.
Multi-currency
Reports converted correctly.

Frequently asked questions

Answers to what transport companies most often ask about reports and KPIs in FleetX.

Which revenue reports does FleetX have?

Revenue per customer, driver, route, service type, vehicle type, price code, day and month - with rental income and environmental reporting in the same report family.

Can I see which orders sit behind a figure?

Yes, the reports let you drill down to the orders behind every amount - no black boxes.

Which journals does the finance team get?

Invoice journal, credit note journal, payment journal, due date overview, e-invoicing send log and email log - reconciliation without the hunt.

What does the KPI dashboard show?

Over 20 widgets: revenue, margin, profit per order, delivery punctuality, customer concentration, fleet utilisation and compliance alerts.

Can FleetX measure profitability per route?

Yes. Route profitability calculates order income against real pay cost, fuel and settlement - automatically when the route is completed.

Do the reports handle several currencies?

Yes, amounts are converted correctly in the reports when you operate internationally.

See how an order moves through FleetX, from booking to invoice

See FleetX in Action

Follow an order from
booking to accounting

CHAPTERS

  1. Introduction
  2. 1The order comes in
  3. 2Automatic or manual pricing
  4. 3Dispatch, the way you work
  5. 4To driver or route
  6. 5Own drivers and partners
  7. 6The driver app
  8. 7Reporting from the app
  9. 8Hours and absence
  10. 9Ready to invoice?
  11. 10Consolidated invoices, the way the customer wants them
  12. 11Settled and exported
  13. 12The whole journey in one system
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