Accounts
5Visible customer accounts in this workspace.
CRM
Customer workspace
Audit customer ownership and account health across the platform.
Open Shipments
16Live customer loads still moving through execution.
Overdue Tasks
2Follow-up work that already needs broker attention.
Credit Flags
3Accounts in review or on hold right now.
AccountPrimary ContactAccount HealthFollow-UpOpen WorkFinancials
Summit Medical Supply
SUMMIT-MED - Denver, CO
ActiveClearPriority
Olivia Chen
Shipping · Senior Buyer
olivia.chen@summitmed.test
Billing: Net 45
Broker owner: Midwest Brokerage
Recent activity: Apr 10, 4:00 PM
Next follow-up: Apr 10, 4:00 PM
Upcoming tasks: 1
Open shipments: 3
Open tasks: 1
Overdue tasks: 0
Revenue: $12,375
Margin: $2,910
Completed loads: 3
Orbit Electronics
ORBIT-ELEC - Austin, TX
WatchReviewStrategic
Priya Shah
Shipping · Distribution Director
priya.shah@orbitelec.test
Billing: Net 21
Broker owner: Lone Star Brokerage
Recent activity: Apr 8, 8:00 PM
Next follow-up: Apr 8, 8:00 PM
Upcoming tasks: 1
Open shipments: 3
Open tasks: 1
Overdue tasks: 0
Revenue: $8,250
Margin: $3,240
Completed loads: 1
Acme Foods Distribution
ACME-FOODS - Chicago, IL
ActiveClearStrategic
Nina Foster
Shipping · Logistics Manager
nina.foster@acmefoods.test
Billing: Net 30
Broker owner: Midwest Brokerage
Recent activity: Apr 7, 3:00 PM
Next follow-up: Apr 7, 3:00 PM
Upcoming tasks: 2
Open shipments: 3
Open tasks: 2
Overdue tasks: 0
Revenue: $24,110
Margin: $7,430
Completed loads: 7
Harbor Home Goods
HARBOR-HOME - Seattle, WA
At RiskHoldCore
Avery Scott
Shipping · Transportation Lead
avery.scott@harborhome.test
Billing: Net 30
Broker owner: Northwest Freight Partners
Recent activity: Apr 7, 12:50 AM
Next follow-up: Apr 4, 7:00 PM
Upcoming tasks: 0
Open shipments: 3
Open tasks: 1
Overdue tasks: 1
Revenue: $7,155
Margin: $1,725
Completed loads: 1
Nova Retail Group
NOVA-RETAIL - Atlanta, GA
WatchReviewPriority
Marissa Dean
Shipping · Transportation Planner
marissa.dean@novaretail.test
Billing: Net 15
Broker owner: Midwest Brokerage
Recent activity: Apr 7, 12:50 AM
Next follow-up: Apr 5, 6:00 PM
Upcoming tasks: 1
Open shipments: 4
Open tasks: 2
Overdue tasks: 1
Revenue: $10,410
Margin: $2,420
Completed loads: 2