Dock and billing KPIs - Cargoflow Support

Summary

Dock KPIs come from finished dock jobs (docks module); they are the only ones, along with units received and shipped, that can be filtered by operator. Billing KPIs come from charges and invoices (billing module) and need the billing view permission.

Dock KPIs

All of them take finished jobs whose end time falls in the range. Merged cross-dock jobs do not count twice.

KPI	Formula	By customer
Dock cycle time	Average minutes from start to end of the job.	Yes
Carrier wait time	Average minutes from truck arrival to end of the job.	Yes
Dock transactions	Jobs started and finished, per period.	Yes
Transactions by operator	The 10 operators with the most finished jobs.	No
Transactions by client	The 10 customers with the most finished jobs.	No
Dock SLA compliance	See below. Benchmark 95%.	Yes
Units per dock hour	Units received and loaded on the receipts and shipments linked to the jobs ÷ job hours.	Yes

See The life cycle of a dock job for when each time is stamped.

Dock SLA compliance

Formula: jobs whose start-to-end time stayed within the customer's limit ÷ finished jobs × 100. The limit depends on the job type:

Load or pickup: the customer's maximum pickup time.
Cross-dock: the maximum pickup time plus the maximum delivery time.
Anything else (unloading, visit, internal): the maximum delivery time.
If the customer has no such time entered (or it is zero): 120 minutes.

Where the customer times are entered

On the customer profile, data tab: Max Pickup Time and Max Delivery Time, in whole minutes. When creating the customer they are in the timing section. See Setting up a customer.

Important: on the create-customer form the field accepts half minutes (for example 90.5), but the system only stores whole minutes and rejects the form. Always type whole numbers.

Billing KPIs

KPI	What it adds up	Kind
Storage revenue	Storage charges generated, by charge date.	Per period
Total revenue	Total of issued invoices, by invoice date.	Per period
Outstanding AR	Balance (total minus paid) of issued invoices pending or partially paid. Today's snapshot. Lower is better.	A single number

See How charges are generated and Collections and payments.

Worked example

Southern Logistics, a customer with a maximum delivery time of 60 minutes and a maximum pickup time of 45, had 20 unloads and 10 loads in the month.

18 unloads finished within 60 minutes and 8 loads within 45.
Compliance: (18 + 8) ÷ 30 = 86.7%, red against 95%.
If the average start-to-end was 52 minutes and arrival-to-end was 95, the truck waited about 43 minutes on average before starting: that is where the opportunity is.

Frequently asked questions

The dock board shows overdue and the KPI says on time

They use slightly different rules when a customer time is missing: the board assumes 120 minutes per side (240 for a cross-dock), while the KPI adds up only what is entered. For visits and internal jobs, the board uses 120 and the KPI the delivery time. Enter both customer times and the differences almost always disappear.

Is carrier wait only the waiting time?

No: it measures from arrival to the end of the job, meaning the whole time on site. Pure waiting is the difference between this KPI and dock cycle time.