Parade provides you with two reports to understand how your carrier reps are using Parade and the impact it is having.

At Parade, we think of metrics as "input" or "output" metrics. "Inputs" are the things you can do or the knobs you can tune - and "outputs" are the results you get. If you want to change an output, change an input first.

We've divided our reporting along these lines:

Carrier Rep Actions - this report shows what actions (full list below) carrier reps are taking in Parade

Carrier Rep Performance - this report shows the impact of those actions, at both the carrier rep and team level

Let's walk through the details of each of these reports and then talk about how to use these to drive more success and digital bookings.

This report shows a rolling 8 weeks of carrier actions, broken out by carrier rep:

If a carrier rep didn't do something in a given week, we leave that field blank.

We track the following actions:

When carriers perform the actions measured above, they are going to see impact: more Book Nows, quotes, repeat carriers and covered loads. The will also see revenue and gross margin improvements (both $ and % basis). We measure this on a monthly basis for the past 6 months:

We measure the following metrics:

We also roll up results by team. We determine a team by looking first at whether the "team" data if populated on a load; if not, then we fall back to a "branch name" and finally a "revenue code." Depending upon how you are configured, you may see on of the above.

If you don't see team results, please contact us: support@parade.ai. We'll need some info for how your teams are set up and then we'll get it working.

You can also see a list of Unknown Users (this may be empty for you). These are people who covered loads at your brokerage but do not have a Parade account. They are scrubbed from all the metrics above; if you create a Parade account for them, we'll begin tracking metrics for them.

We provide two different views into the data. We show the reports once based on who was assigned credit for the load (sometimes called the "load owner" within a company). These are the default reports that appear at the top of the page.

Some companies have carrier managers who own relationships with a carrier and get credit for loads booked on those carriers. We provide a second slice of the reporting where we show the same metrics but cut by carrier manager.

If you don't have carrier managers set up at your company, just ignore these. We provide both views to support all types of brokerages.

Metrics are useful to understand the current state of performance but how can you use these metrics to drive more digital bookings and quotes?

Our customers have told us at least three ways they are doing so:

We hope these reports are useful right out of the box, but if there are additional metrics we can measure to develop carrier reps, please let us know: support@parade.ai.