Open Loads
12Current shipments still in execution.
CRM
Acme Foods Distribution
ACME-FOODS - Food & Beverage - Chicago, IL
ActiveClearStrategic
Estimated Revenue
$18,050Visible shipment revenue across this account.
Estimated Margin
$13,500Broker 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-2106 updated to DISPATCHED
Denver, CO to Joliet, IL
SHP-PLAN-D7-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-OWN-1001 updated to BOOKED
Chicago, IL to Des Moines, IA
SHP-DRV-1001 updated to BOOKED
Chicago, IL to Louisville, KY
SHP-2105 updated to TENDERED
Atlanta, GA to Atlanta, GA
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-D1-A updated to DRAFT
Chicago, IL to Cincinnati, OH
SHP-PLAN-D0-A updated to DRAFT
Chicago, IL to Cincinnati, OH
Task created
Review Q2 refrigerated lane forecast
Task created
Send monthly performance recap