Financial Intelligence
Live margin, profitability and commercial insight per shipment.
Overview
Financial Intelligence closes the loop between operations and P&L. Every shipment carries live revenue, cost and margin — instantly, not after month-end reconciliation.
Business Value
Real-time margin visibility per shipment, lane, customer.
Early warning on margin erosion.
Commercial conversations backed by cited financial data.
How It Works
Charges accrue against each Twin as operational events land. Margin recomputes on every event. RBAC restricts finance data to Finance, Ops Director and Executive roles.
Workflow
- 1
Monitor
Watch live margin per customer and lane.
- 2
Investigate
Drill from a margin dip to the causing shipment.
- 3
Forecast
Use the Profit Forecast to model quotation scenarios.
Key Components
Best Practices
- ▸Trigger a review whenever a lane crosses its margin floor.
- ▸Attach the Twin URL to every commercial discussion.
AI Insights
Grounded forecasts
The Copilot's forecast cites the exact cost lines it used — expandable in one click.
Frequently Asked Questions
Who can see margin?›
Finance, Ops Director, and Executive roles only. Enforced at RBAC layer.