UK Logistics Company

Sector: Transport & Logistics

Focus: Data Integration, Profitability Analysis, KPI Dashboards

The Problem

A logistics business transitioning from a sole trader to a professional setup lacked visibility into its financial performance. Disconnected data sources made it unclear which routes and customers were truly profitable.

Our Solution

We helped the owners move from guesswork to data-backed decision-making:

Key steps included:

  • Data Integration: Linked accounting and banking data to track fuel usage and create operational benchmarks.

  • Cost Breakdown: Modelled route lengths, overheads, and margin analysis.

  • Customer Profitability: Identified high-margin contracts and low-value clients.

  • KPI Development: Built daily dashboards to monitor cost efficiency and route profitability.

  • Data Dashboard: Focused on key KPIs — £ per booking, top spenders, customer sentiment, and biggest growth opportunities.

  • Sales Strategy: Prioritised profitable routes and focused new business development on contracts that aligned with operational strengths.

The Outcome

  • Clear understanding of profitable routes and clients

  • Daily visibility into margins led to 12% increase in route profitability

  • Reduced fuel costs by 8% through benchmarking

  • Shifted from reactive operations to a strategic growth mindset

“Before, we were guessing which jobs were worth it. Now I can see the numbers every day — I know exactly which routes make money and which don’t. It’s saved us from wasting time and helped us focus only on the jobs that actually grow the business. The dashboards have completely changed how we run things.”

– Owner, Logistics Company

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