Freight Broker Reporting & Analytics: Every Number, Live, By Role
Brokers see their day. Managers see the team. Owners see the whole company. Margin, commissions, and cash, calculated live from the load records, with anomalies flagged early.
Your numbers exist. They are just scattered across exports.
The loads sit in the TMS, the money sits in accounting, and commissions sit in a spreadsheet someone maintains by hand. Every question becomes an export and a pivot table. By the time the report is built, it describes last month, not this one.
A brokerage is really run on a handful of numbers: margin, commissions, cash, and who is producing. UltraShip's Performance Report keeps every one of them live, for every role: no exports, no pivot tables, no month-old answers.
Every role. Every number. Live.
Reports build themselves from the load records your team already keeps: margin, commissions, cash, and team output. Nothing exported, nothing stale, one live picture.
The broker’s day
Loads moving, in transit, and delivered today, with margin made and commission earned. One board, live.
Margin, live per load
Revenue in, carrier cost out. Every load shows its true margin the moment anything on it changes.
Commissions, by each rep’s rule
Every rep can run a completely different formula. Payouts calculate live from real margin, not a month-end sheet.
Splits, handled automatically
Several people on one load? The commission divides by each person’s own rule. No month-end argument.
The manager’s team view
Loads, margin, and commission per broker and per dispatcher, so coaching runs on numbers, not memory.
Branch & company rollups
Every office reports itself, and the company view adds them up. One click from the total to the load behind it.
AR aging, in sight
Open shipper invoices age by customer and by load, so collections start on time, not at month end.
AP, right beside it
What you owe carriers sits next to what shippers owe you. Cash position without a spreadsheet.
Anomalies, flagged early
A load delivered but never invoiced, a lane running below its usual margin, a shipper paying slower than normal: flagged while cheap to fix.
Ask UltraAsk
Ask in plain English, like “which loads lost money this week?”, and get the answer from your live data.
Run the month while it can still be changed
A report that arrives at month end describes a month you can no longer fix. When the numbers are live, the way the brokerage is run changes with them.
Decisions on today’s numbers
Margin, commissions, and team output are current, so pricing and coaching decisions happen while the week is still open.
Month-end without the build
The report your month-end close and your Monday meeting need already exists. Nobody spends a day assembling it.
Problems surfaced early
Margin dips, aging receivables, and unusual patterns get flagged while they are still cheap to fix.
Reporting is the readout of the platform, not a bolted-on BI tool
Every number on this page is only as good as the records under it. UltraShip's freight broker software keeps loads, money, and carriers on one record, and Performance Report reads those records live. Nothing is exported, so nothing drifts.
Where the numbers start: the load
Every KPI begins life as a load. Create it, cover it, track it: the report reads what operations already writes.
Load management software →Where the money posts: the books
Margin, AR, AP, and commissions come straight from built-in accounting on the same load record the report reads.
Freight broker accounting →Around it all: the platform
CRM, compliance, loads, tracking, and accounting write into the same records, so the report reads one source of truth.
See the full platform →The report is only as good as the records under it
Performance Report reads the same records the rest of UltraShip writes: loads, tracking, onboarding, and built-in accounting, with a two-way QuickBooks sync and connections to DAT, Truckstop, Highway, MyCarrierPortal, RMIS, and TruckerTools. One source of truth under every number, with nothing re-keyed on the way.
Built for how brokerages actually run
UltraShip helped our sales team stay organized and move faster, from shipper follow-ups to quoting and booking. It is the first system that actually feels built for how brokers sell and execute every day.
It keeps everything in one place: shippers, quotes, loads, and invoices, so nothing slips through the cracks. Clean, fast, and it makes day-to-day brokerage operations way easier.
UltraShip replaced our spreadsheets and disconnected tools with one workflow that actually makes sense. More control, fewer misses, and faster execution without enterprise-level cost.
Reporting built in, not a BI add-on
UltraStart
Everything you need to run a lean, efficient brokerage.
- ✓ Basic reporting
- ✓ Load management & tracking
- ✓ Accounting, invoicing & e-docs
- ✓ Built-in CRM & shipper pipeline
UltraSuper
Advanced tools for brokerages ready to compete higher.
- ✓ Everything in UltraStart
- ✓ AI reporting & custom roles
- ✓ CarrierQ™ FTL & LTL capacity
- ✓ Compliance & digital onboarding
UltraEnterprise
Built for brokerages scaling without limits.
- ✓ Everything in UltraSuper
- ✓ UltraAsk & Inbox Intellect
- ✓ Data migration support
- ✓ Dedicated implementation
No contracts. No setup fees. No separate BI tool. See full pricing →
Freight broker reporting questions
It is the part of a TMS that turns daily operations into live numbers: margin, commissions, receivables, payables, and team performance. In UltraShip this is Performance Report. It reads the load records directly, so there is nothing to export and nothing to rebuild at month end.
The core set is loads by status, gross margin per load and as a percent, commissions accrued, AR aging, AP due, and production per broker and dispatcher. Performance Report tracks all of these live, and role-based views give each person the KPIs that matter to their job.
Yes. Reports are role-based. A broker sees their own loads, margin, and commission for the day. A manager sees every broker and dispatcher on the team. Owners see branches and the whole company, and can drill from any total down to the load behind it.
On each person's own rule. Every individual can have a completely different commission formula, and payouts calculate live from each load's actual margin, so a rep can see what they have earned at any moment.
The commission splits automatically. Each person's share is calculated by their own formula on the same load, so shared loads never turn into a month-end argument.
Yes. Each branch reports itself: loads, margin, commissions, and receivables, and the company view rolls every branch up. You can compare offices side by side and drill into any of them.
It watches your live numbers for the patterns that quietly cost brokerages money: a load delivered but still not invoiced two days later, a shipper drifting past their usual payment time, a lane suddenly running below its normal margin, a carrier bill higher than the agreed rate, or a top customer whose volume is quietly shrinking. Each one is flagged early, while it is still cheap to fix.
UltraAsk is UltraShip's AI assistant for your data. Ask a question in plain English, like which loads lost money this week or which shippers are slowing down, and it answers from your live records. It is available on the UltraEnterprise plan.
Yes. Reporting is core UltraShip, included from $55 per user per month with no contracts and no setup fees. AI reporting and custom roles come with UltraSuper at $79, and UltraAsk with UltraEnterprise. There is no separate BI tool to buy.
See every number in your brokerage
run live
Margin, commissions, AR/AP, and team performance: one report, built from your real freight.
Book a Demo →