How Cody transformed a high-volume sales operation from spreadsheet chaos into a real-time data machine.
Cody was running a massive, multi-division freight brokerage covering parcel, dry van, flatbed, and LTL shipping. On paper, the business was thriving. In the back office, it was falling apart.
The sheer volume of transactions meant the company was forced to run sales rep commissions and performance tracking through a chaotic patchwork of manual spreadsheets. Every pay period required raw data from entirely different carrier feeds to be exported, manually aggregated, and hand-reconciled. It was an incredibly slow, stressful process that left massive room for costly human errors.
The cost was not just administrative time. It was the complete lack of operational visibility. Cody was making major leadership decisions based on lagging, after-the-fact totals. He could not easily pull shipment volume trends by business line in real time. Worse, his sales reps had absolutely no way to track their own progress or commission payouts without stopping him to ask for a custom report.
When Numberly stepped in, the priority was clear: eliminate the spreadsheet dependencies and establish a single, automated source of truth. We designed a centralized reporting architecture that intercepts raw carrier uploads and instantly converts them into actionable financial intelligence.
Today, rep commissions calculate the precise second new data is uploaded. To solve the team accountability issue, we built individualized performance dashboards. Every sales rep now has direct visibility into their own numbers, creating immediate ownership without requiring management to chase anyone down.
Finally, we installed a predictive shipment forecasting model. Instead of looking backward at historical totals, Cody can now see volume peaks and cash flow troughs weeks before they actually happen.
By completely removing the manual reconciliation bottleneck, Cody shifted from a fragmented, rearview-mirror view of his operations to a live, front-office strategic weapon. He reclaimed dozens of hours per month in administrative work, drastically dropped the time-to-commission payout for his team, and gained absolute certainty over his margins without having to hire a single additional back-office employee.
"The model has given me insights into my business performance I never had before. I am saving hours every single week and my team is finally clear on their targets."