Overview Dashboard

Client portfolio health and recent activity — as of May 27, 2026, 10:38 AM

Live data

Active Clients

284

+12 this month

Currently operational client accounts

On Hold

11

+3 since last week

Pending Review

23

Records flagged incomplete

Shipments This Month

1,847

-4.2% vs last month

Overdue Payment Terms

8

Clients past due date

Weekly Shipment Volume

Shipments booked and dispatched — last 8 weeks

ShipmentsBookings

Payment Terms Distribution

Clients by payment term type

Net 3098 (34.5%)
Net 6072 (25.4%)
Net 9041 (14.4%)
Prepaid53 (18.7%)
COD20 (7.0%)

Recent Record Activity

Last 8 client record updates across all teams

Today

Updated payment terms for Horizon Freight Ltd.HFL-0042

Priya Mehta·10:21 AM

Added new client record Nexus Cargo SolutionsNCS-0291

Daniel Osei·9:47 AM

Flagged incomplete labelling requirements for Pacific Trade Corp.PTC-0178

System·9:15 AM

Resolved On Hold status for Meridian Exports GmbHMEG-0067

Aisha Kamara·8:52 AM

Yesterday

Updated shipment Incoterm (CIF → FOB) for Sundaram Logistics Pvt.SLP-0134

Priya Mehta·4:30 PM

Updated credit limit from $50K to $75K for Bluestone Trading Co.BTC-0089

Rohan Verma·3:12 PM

Payment terms overdue flag raised for Coastal Imports LLCCIL-0203

System·2:00 PM

Added special labelling note for Apex Global TradersAGT-0055

Daniel Osei·11:44 AM

Requires Attention

6 clients flagged

Pacific Trade Corp.PTC-0178
Pending Review

Missing labelling requirements

Open 4d
Coastal Imports LLCCIL-0203
On Hold

Overdue payment — Net 60 exceeded

Open 8d
Riverstone ExportsRSE-0341
On Hold

Compliance document expired

Open 12d
Transpacific Goods Ltd.TGL-0094
Pending Review

Shipment Incoterm not confirmed

Open 2d
Harbourview TradingHVT-0217
On Hold

Credit limit breach — pending approval

Open 6d
Delta Freight PartnersDFP-0158
Pending Review

Account manager not assigned

Open 1d