Executive Dashboard Data as of Mar 28, 2026 · 1,247 loads
Your TMS says you made $47K.
Your bank says $33K.
We find where the $14K went.

Your TMS, Accounting & Factoring data — reconciled in one centralized view. CoreSync connects the systems your brokerage already uses and surfaces the margin leakage hiding between them.

$14,200
Total Leakage Found This Month
$170K
Annualized Recovery Potential
30+
Freight-Specific KPIs
TMS Reported Margin ?
$47,300
Across 1,247 loads
▲ 3.2% vs last month
Actual Margin ?
$33,100
Verified against AP/AR
▼ 1.1% vs last month
Total Leakage ?
$14,200
Money lost between systems
▲ $1,800 vs last month
Leakage % ?
3.8%
Of gross revenue
▲ 0.4pp vs last month
Margin Trend: TMS vs Actual ?
Last 6 months · shows the reconciliation gap over time
Leakage Breakdown ?
By category · this month
🔍 Top Audit Findings
Auto-generated from your latest data upload
23 loads had carrier overpayment vs rate confirmation
Carriers were paid more than the agreed rate confirmation amount. Total overpayment: $3,381. Top offender: Swift Logistics (7 loads, $1,240).
HIGH · Carrier Payment Discrepancies · $3,381 impact
Factoring fees of $6,240 invisible in TMS margin
187 loads factored at 2.8% avg. Your TMS shows 12.4% margin. After factoring: 10.7%. This fee is never captured in TMS — only visible after accounting reconciliation.
HIGH · Hidden Costs · Effective margin 1.7% lower than reported
14 detention invoices ($2,890) never billed to customers
Detention was incurred at customer facilities but never invoiced back. Top: Pacific Coast Logistics warehouse — $890 in unbilled detention across 5 loads.
MEDIUM · Recoverable Revenue · $2,890 on the table
Eagle Transport cost trending up 8% over 3 months
Carrier cost per mile for Eagle Transport increased from $2.12 to $2.29. Annualized impact: ~$8,500. Consider renegotiation or alternate carrier sourcing.
LOW · Cost Trend · $8,500 annualized impact

CoreSync AI Agent

Connected to your TMS, Accounting & Factoring data · Ask anything about your freight operations

👋 I'm your CoreSync AI analyst. I have real-time access to your TMS, financial, and factoring data. Ask me anything — "Which customers are below 8% margin?", "Show me detention trends", or "Why did my margin drop this week?"
Reconciliation — Where Your Margin Went
TMS data cross-referenced against your accounting system. Every dollar accounted for.
TMS Reported Margin ?
$47,300
Actual Margin ?
$33,100
Reconciliation Gap ?
$14,200
Unbilled Recovery ?
$2,890
Leakage Breakdown
Category Amount Loads Affected Avg / Load How This Is Calculated
Carrier Payment Discrepancies −$3,381 23 $147 AP payment to carrier minus rate confirmation amount. Positive = you overpaid.
Factoring Fees (not in TMS) −$6,240 187 $33 Factoring company fee per invoice. Typically 2–4%. Never appears in TMS margin.
Unbilled Detention −$2,890 14 $206 Detention incurred at facility minus detention billed to customer. Gap = recoverable.
Accessorial Mismatches −$1,689 8 $211 Accessorial charges coded to generic GL accounts, not tied to specific loads in TMS.
Leakage by Category ?
Proportional impact on margin
Monthly Reconciliation Gap ?
Last 6 months
Audit Findings
23 loads: carrier paid more than rate confirmation
AP payments exceeded rate con amounts. Investigate duplicate payments or rate adjustments not reflected in TMS.
HIGH · $3,381 total · Avg $147/load
$6,240 in factoring fees not reflected in TMS margin
Your TMS shows 12.4% margin. After factoring costs from your settlement reports, effective margin is 10.7%.
HIGH · 187 loads · 2.8% avg factoring rate
$2,890 in detention never billed back to customers
Detention incurred but $0 billed. This is recoverable revenue sitting on the table.
MEDIUM · 14 loads · Top: Pacific Coast Logistics
8 accessorial charges ($1,689) coded to generic GL
Fuel surcharges and liftgate fees in accounting but not tied to specific loads in TMS. Cannot attribute to lanes or customers.
MEDIUM · 8 loads · Cannot attribute to lanes
All KPIs — 27 Freight-Specific Metrics
Every metric includes the formula and what it tells you. Hover the ? for details.
💰
Load Profitability
7 KPIs
True Margin per Load
?
$267
Margin % per Load
?
10.7%
Cost per Mile
?
$2.18
Revenue per Mile
?
$2.54
Target Margin Variance
?
−$83
Negative Margin Loads
?
4.2%
TONU Rate
?
1.8%
👥
Customer
5 KPIs
Top Customer Profitability
?
$12,400
Concentration Risk
?
52%
Volume Velocity
?
−8.3%
Detention per Customer
?
$4,120
AR Aging (60+ days)
?
$18,700
🗺
Lane
2 KPIs
Top Lane Profitability
?
$8,200
Lane Cost/Rev per Mile
?
$2.41 / $2.78
🚛
Carrier
5 KPIs
On-Time Pickup %
?
91.2%
On-Time Delivery %
?
87.5%
Carrier Cost Variance
?
+$3,381
Transit Time Variance
?
+0.4 days
Carrier Risk Score
?
72 / 100
💵
Cash & Collections
4 KPIs
Cash Flow Gap
?
18 days
Factoring Cost %
?
2.8%
Invoice Aging (90+ days)
?
$7,400
Unpaid Invoice Amount
?
$42,800
🔍
Reconciliation — Core Differentiator
4 KPIs
Reconciliation Gap
?
$14,200
Unbilled Cost Recovery
?
$2,890
Detention per Facility
?
$890
Total Leakage
?
$14,200

🛡 How Audit Rules Work

You define the thresholds. The AI agent watches for violations automatically.

Audit Rules are custom-configured checks that run on every data upload. You set the conditions — "flag any load where carrier was paid more than rate con" or "alert me when a customer's margin drops below 8%." CoreSync checks every load against your rules and surfaces exceptions as findings on the Reconciliation screen.

Choose from our pre-built rule library (one-click activate) or build your own using the rule builder. Rules run automatically — no manual checking, no spreadsheets, no missed exceptions.

Active Rules (6)
Rule Name
Condition
Severity
Status
Last Triggered
Flagged
Carrier Overpayment
Catches loads where AP exceeds rate con
AP Payment > Rate Con
High
Active
Mar 28
23 loads
Low Margin Customer
Flags customers eroding your margin
Avg Margin < 8%
High
Active
Mar 28
4 customers
Unbilled Detention
Detention incurred but never invoiced
Detention > $0 AND Billed = $0
Medium
Active
Mar 28
14 loads
Factoring Fee > 3%
Catches excessive factoring charges
Fee / Invoice > 3%
Medium
Active
Mar 28
12 loads
Carrier On-Time < 85%
Unreliable carriers risk your customer SLAs
OTD % < 85%
Low
Active
Mar 28
3 carriers
Customer Volume Drop
Early warning for churn or seasonal decline
Loads dropped >15% vs prior 30d
Low
Active
Mar 28
2 customers
Pre-Built Rule Library
One-click activate · Built from patterns across hundreds of freight brokerages

Negative Margin Loads

Flag any load where True Margin (after all costs) falls below $0. Catches loads that are actively losing money.

+ Activate Rule

TONU Detection

Identifies Truck Ordered Not Used events — loads tendered to a carrier that were then cancelled. Each TONU costs $150–$350.

+ Activate Rule

Invoice Aging 60+ Days

Flags invoices unpaid beyond 60 days. These require immediate attention from your collections team.

+ Activate Rule

Lane Margin Erosion

Detects when margin on a specific lane drops more than 15% over a rolling 30-day window. Early signal to reprice.

+ Activate Rule

Duplicate Payments

Catches when the same carrier invoice is paid twice by matching AP amounts, dates, and carrier IDs across payments.

+ Activate Rule

Revenue Concentration Spike

Alerts when a single customer's share of total revenue exceeds your threshold (default: 25%). Diversification guard.

+ Activate Rule
Custom Rule Builder
Define your own conditions · The AI Agent will monitor automatically
IF THEN flag as
🤖 AI Rule Builder — Coming Soon

Describe a rule in plain English — "Flag any load to Pacific Coast Logistics where detention exceeds $200 and was not billed back" — and the AI Agent will parse it, show a preview of affected loads, and save it as an active rule.

Customer Profitability Analysis
Revenue vs margin per customer · Concentration risk · Volume trends
Revenue vs Margin by Customer ?
Top 6 customers · sorted by revenue
Revenue Concentration ?
Top 3 = 52% of total revenue
CustomerRevenueMargin $Margin %LoadsDetentionVolume Velocity
Pacific Coast Logistics$89,400$12,40013.9%187$890+5.2%
Western Freight Co$67,200$4,3006.4%142$1,240−12.1%
Harbor Distribution$54,800$7,10013.0%98$320+1.8%
SoCal Express$41,600$5,90014.2%76$180−8.3%
Inland Empire Dist.$38,200$1,2003.1%89$1,470+0.4%
Valley Transport$28,900$3,40011.8%52$0+22.1%
Carrier Performance Scorecard
On-time %, cost variance, risk scoring across your carrier network
Carrier On-Time Delivery % ?
All active carriers · color-coded by reliability
CarrierLoadsOT PickupOT DeliveryCost VarianceTransit Var.Risk Score
Eagle Transport8994.2%91.0%+$840+0.2 days82 — Low
Swift Logistics6788.1%83.6%+$1,240+0.8 days58 — Med
Valley Carriers5496.3%95.1%−$120−0.1 days91 — Low
Inland Haulers4185.4%79.3%+$680+1.2 days38 — High
Coast 2 Coast3891.1%89.5%+$320+0.3 days76 — Low
Lane Profitability
Performance by origin-destination pair · Kill bad lanes early
Margin by Lane ?
Top and bottom lanes · sorted by margin
LaneLoadsRevenueCostMarginMargin %Rev/MileCost/Mile
LA → Phoenix87$42,600$34,200$8,40019.7%$2.82$2.26
Long Beach → Las Vegas64$28,400$24,100$4,30015.1%$2.64$2.24
Ontario → Sacramento53$31,200$27,800$3,40010.9%$2.41$2.15
Carson → Portland31$22,100$20,800$1,3005.9%$2.18$2.05
Compton → Seattle22$18,600$19,100−$500−2.7%$2.05$2.10