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Example: Logistics · Crosshaul Freight Lines
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← All reports Monthly management report April 2026 · Generated 21 May 2026 Ready for review Calculated outlook · Example Review flagged claim Approve report

Composed automatically from the close. Nothing is published, sent or downloadable by others until you approve it. · Second-model check: 1 claim flagged for your review

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Period: April 2026 — the sample's own close. In your workspace any closed month can be selected.

Monthly management report

Crosshaul Freight Lines

April 2026 · Logistics · Audience: Management

Fuel ran 23.5% of revenue in April vs the 22.0% plan — the Midwest lane diesel spike plus a heavier deadhead share on the Reedsburg backhauls added ~$18K of cost. On the thin freight margin that is the difference between a 6% and a 7.5% month.

Prepared by Financial Analyst · Second-model check: 1 claim flagged for your review

01 · Executive summary

Three conclusions, and the decisions they imply

  1. Fuel ran 23.5% of revenue in April vs the 22.0% plan — the Midwest lane diesel spike plus a heavier deadhead share on the Reedsburg backhauls added ~$18K of cost. On the thin freight margin that is the difference between a 6% and a 7.5% month.
  2. Fleet utilization slipped to 84% from 88% — two tractors went down for unplanned transmission work and a driver vacancy parked a third for nine days. The worker scored it a one-month dip; the supervisor saw the driver-turnover trend behind it, so it routed to your inbox for the call.
  3. DSO improved to 49 days from 52 — the move to factoring the two slowest broker accounts and EDI invoicing on the Sundgren contract pulled ~$60K of receivables forward this quarter.

Scorecard

Scorecard

Cash status

Cash-positive

Revenue

$1,190,000

+$24,000 · +2.1% vs plan

Monthly outflow

$1,118,000

+$21,000 · +1.9% vs plan

Gross margin

21.0%

DSO / DPO (days)

49 / 22

P&L summary — vs prior month, last year and plan

P&L summary — vs prior month, last year and plan

Month over month — vs prior period — Apr 26 vs Mar 26

Line Apr 26 Mar 26 Δ Δ%
Revenue $1,190,000 $1,166,474 +$23,526 +2.0%
Cost of revenue $940,100 $921,515 +$18,585 +2.0%
Gross profit $249,900 $244,960 +$4,940 +2.0%
Operating expense $177,900 $176,712 +$1,188 +0.7%
Operating profit/(loss) $72,000 $68,248 +$3,752 +5.5%
Ending cash $486,000 $414,000 +$72,000 +17.4%

Year over year — same month last year — Apr 26 vs Apr 25

Line Apr 26 Apr 25 Δ Δ%
Revenue $1,190,000 $936,454 +$253,546 +27.1%
Cost of revenue $940,100 $739,798 +$200,302 +27.1%
Gross profit $249,900 $196,655 +$53,245 +27.1%
Operating expense $177,900 $164,156 +$13,744 +8.4%
Operating profit/(loss) $72,000 $32,499 +$39,501 +121.5%
Ending cash $486,000 $245,045 +$240,955 +98.3%

Next month forecast $1,214,000

03 · Cash & working capital

Cash & working capital

Opening cash $414,000 net for the month +$72,000 closing cash $486,000

$486,000 today → $260,166 in week 13 · lowest point $93,885 (week 3) · no cash-floor breach

View weekly schedule
Week Opening Receipts Disbursements Ending
1 $486,000 $274,827 $405,532 $355,295
2 $355,295 $274,827 $405,532 $224,590
3 $224,590 $274,827 $405,532 $93,885
4 $93,885 $274,827 $258,199 $110,513
5 $110,513 $274,827 $258,199 $127,141
6 $127,141 $274,827 $258,199 $143,769
7 $143,769 $274,827 $258,199 $160,397
8 $160,397 $274,827 $258,199 $177,025
9 $177,025 $274,827 $258,199 $193,654
10 $193,654 $274,827 $258,199 $210,282
11 $210,282 $274,827 $258,199 $226,910
12 $226,910 $274,827 $258,199 $243,538
13 $243,538 $274,827 $258,199 $260,166

What changed and why

What changed and why

Fuel ran 23.5% of revenue in April vs the 22.0% plan — the Midwest lane diesel spike plus a heavier deadhead share on the Reedsburg backhauls added ~$18K of cost. On the thin freight margin that is the difference between a 6% and a 7.5% month.

✓ second model confirmed · General ledger · Fuel · Apr 2026 · QuickBooks · Fuel Card · April

Fleet utilization slipped to 84% from 88% — two tractors went down for unplanned transmission work and a driver vacancy parked a third for nine days. The worker scored it a one-month dip; the supervisor saw the driver-turnover trend behind it, so it routed to your inbox for the call.

second model disagrees — review · General ledger · Maintenance · Apr 2026 · QuickBooks · Dispatch Log · April

DSO improved to 49 days from 52 — the move to factoring the two slowest broker accounts and EDI invoicing on the Sundgren contract pulled ~$60K of receivables forward this quarter.

✓ second model confirmed · General ledger · AR Aging · Apr 2026 · QuickBooks · Factoring Sundgren · April

04 · Decisions & follow-ups

Decisions & follow-ups

Fuel ran 23.5% of revenue in April vs the 22.0% plan — the Midwest lane diesel spike plus a heavier deadhead share on the Reedsburg backhauls added ~$18K of cost

Open · outcome pending · You · Review by 05 Jun 2026

route the long-haul lanes through the contracted fuel network and add idle-time limits to bring the fuel ratio back to plan.

Reviewed · Owen Crosshaul (Fleet) · Review by 14 Jun 2026

Forecast reliability

Forecast reliability Inferred

Your revenue forecasts have run 6% optimistic over the last 6 months.

How we measure it: every past monthly forecast is scored against the month that actually closed — out-of-sample, never fit to the answer.

Sources & evidence

  • General ledger · Fuel · Apr 2026
  • QuickBooks · Fuel Card · April
  • General ledger · Maintenance · Apr 2026
  • QuickBooks · Dispatch Log · April
  • General ledger · AR Aging · Apr 2026
  • QuickBooks · Factoring Sundgren · April

5 pages · print-ready

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