Open Loads
10Current shipments still in execution.
CRM
Acme Foods Distribution
ACME-FOODS - Food & Beverage - Chicago, IL
ActiveClearStrategic
Estimated Revenue
$20,205Visible shipment revenue across this account.
Estimated Margin
$16,395Broker rate less carrier rate on visible loads.
Open Tasks
2Follow-up work still assigned on this account.
Account Overview
Broker-facing account settings
Update the customer record, follow-up date, and current health signals.
Contacts
Customer contacts
Maintain shipping, AP, claims, and after-hours contacts for the account.
Tasks
Follow-up work
Track account actions, ownership, and due dates without leaving the CRM.
Review Q2 refrigerated lane forecast
Confirm committed Chicago outbound volume and weekend dock windows for Ohio stores.
Assignee: Jordan Ellis
Due: Apr 7, 3:00 PM
Send monthly performance recap
Include delayed-load root causes and recovery steps.
Assignee: Taylor Brooks
Due: Apr 9, 5:00 PM
Recent Shipments
Shipment history
Jump into recent loads and keep customer service context close to the account.
Activity
Account timeline
Recent broker notes, shipment events, and task changes tied to this customer.
SHP-PLAN-D7-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D6-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D5-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D4-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D3-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D2-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D1-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D0-A updated to DELIVERED
Chicago, IL to Cincinnati, OH
Task created
Review Q2 refrigerated lane forecast
Task created
Send monthly performance recap
Pinned broker note
Weekly replenishment freight is trending heavier into the Chicago to Ohio lanes. Keep refrigerated options warm for weekend tenders.
Broker note added
AP confirmed they are comfortable with emailed POD packets as long as invoice backup follows within 24 hours.
SHP-1001 updated to DRAFT
Chicago, IL to Detroit, MI
SHP-1011 updated to IN TRANSIT
Chicago, IL to Indianapolis, IN