Trucking Income and Expenses Dashboard: Profit Per Mile in LaneTally (Video + Steps)

1. See the big picture first (0:00)

What is a carrier's profit this month? In the demo, Bluewater Freight shows $1,857.80: the money in, minus the money out. LaneTally keeps your loads, chat, fleet, freight invoices, driver pay and the books in one place, and Finance uses the books and the delivered loads. After this video you can read the four numbers and the charts, switch between weekly, monthly and yearly, and know what you see for carriers that keep their books private and what the carrier owner sees. The free demo needs no sign-up and no card and uses fake data.

2. The page, the information line and the four numbers (0:54)

Finance is in the left menu, under Carrier money, after IFTA. Under the title it says how the carrier is doing. On the right are three buttons: Weekly, Monthly and Yearly. Monthly shows this month so far.

The gray line says Information only: the figures come from the books and the delivered loads, and it is not tax, legal or financial advice, so check with your accountant. The blue note says money in and money out come from the carrier's books, the same entries as the Books page, and miles and freight come from delivered loads, by delivery date.

• Money in: for example $4,290.00 this month so far, with a small line that compares it with the same days last year.
• Money out: for example $2,432.20.
• Profit: money in minus money out, before taxes, for example $1,857.80, with its share of what came in.
• Profit per mile: the profit divided by the miles of delivered loads, for example $2.64 over 705 miles.

The money comes from the books and the miles from delivered loads, so they can fall in different periods. Profit is the same as Left over on the Books page. Owner draws and truck loan payments are not costs, so they are not in money out.

3. The charts, where the money goes and best brokers (2:52)

Under the numbers is the card Ask AI about these numbers, marked Ready on launch day: it is not working yet.

• Money in and money out: one pair of columns for each period, blue for money in and orange for money out, twelve months in all, ending with the month so far. Point at a pair (or tap it on a phone) to see its numbers. Show as a table gives the same numbers as rows.
• Profit by period: money in minus money out, before taxes. A column below the line, in red, is a loss. It has its own table too.
• Where the money goes: the costs of the period, the biggest first, each with a bar, the amount and its share of money out. Together they add up to money out.
• Best brokers: the brokers by freight on delivered loads in the period, up to five, the biggest first.

4. Weekly and Yearly (5:29)

Press Weekly and every number and chart counts weeks: this week, and twelve weeks in the charts, each named by its first day. With no delivered loads this week, profit per mile is a dash. Press Yearly for this year so far and the years before. Where the money goes then shows the eight biggest costs, and Show more costs opens the smaller ones. The last line says what is not a cost, such as truck loan payments and owner draws, so they do not lower the profit. Monthly goes back.

5. Other carriers: private books and all carriers together (7:53)

Pick another carrier in the carrier picker. For a carrier that keeps its books private there are no numbers: a note says money in, money out, profit, miles and brokers are not shown, and that the page fills in when the carrier turns on Let my dispatcher do my books and pay. Your own fees from that carrier are on My finance, under My business.

All carriers together adds up the carriers that share their books. The blue note names the carriers that keep their books private, because their money, miles and brokers are not counted. The buttons and charts work the same.

6. What the carrier owner sees (9:09)

The carrier owner has Finance in their menu too, for their own company only, with the same Information only line, the same four numbers, the same three buttons, the same charts, Where the money goes (where the dispatch fees are one of the costs) and Best brokers. Who sees the books is the owner's choice: in My books, the switch Let my dispatcher do my books and pay decides whether the dispatcher sees and can do the books and the payroll. When it is off, the dispatcher sees the private note on Finance.

7. Finance on the phone (10:32)

On a phone, Finance is under More, after IFTA, under Carrier money. The carrier picker stays at the top as you scroll, and the three buttons are the same. The four numbers come two by two. The charts show the newest six months so they fit the screen: tap a column to see its numbers, and Show as a table lists every period as a block. Where the money goes and Best brokers follow.

8. Wrap-up and the free demo (12:42)

That is the whole Finance menu. LaneTally is dispatch and accounting software, now in beta. It gives you information only: it is not tax, legal or financial advice, so check with your accountant. You can open the same screens yourself in the free demo: no sign-up, no card, fake data.