Account health scorecard for logistics and freight providers
10 signal categories for shipper relationships: OTD, claims rate, capacity commitment, CSAT, invoice accuracy, and more. Free Excel download.
10 signal categories, pre-configured for logistics relationships
Each scored 1–10. Weights configurable. Weighted health score calculates automatically.
What this spreadsheet can’t do
The template gives you a structured starting point. EvaluationsHub is what happens when the manual process stops scaling.
OTD data lives in the TMS, not this sheet
Someone has to pull the OTD report and type it in before each review. EvaluationsHub connects to your TMS and updates it automatically.
Claims spikes are invisible until the QBR
A rising claims rate is an early warning sign. EvaluationsHub surfaces it as it happens, not at the next quarterly review.
Salesforce knows the contract, not the relationship
Your CRM holds lane data and revenue. EvaluationsHub writes account health back into Salesforce automatically.
Handoffs start from zero
When an AM changes, everything they know walks out with them. EvaluationsHub preserves every signal, QBR note, and recovery plan.
Recovery is an email chain
When a lane goes wrong, the corrective action lives in an email thread. EvaluationsHub structures it: owner, milestones, reminders, audit trail.
Client portal means emailing a PDF
EvaluationsHub gives shippers a live portal showing their own data, in your brand.
21-day pilot. Unlimited accounts. No credit card.
Configure your scoring model, run one live QBR, and trigger one recovery workflow.
About this template
This free Excel template is built for commercial and account management teams at logistics and freight providers: 3PL companies, freight forwarders, road and intermodal carriers, and contract logistics businesses managing key shipper relationships.
The 10 signal categories cover operational performance (OTD, claims, capacity), financial health (invoice accuracy, contract utilisation), relationship quality (CSAT, responsiveness), and strategic value (rate position, expansion signals).
When your portfolio grows beyond 10–15 accounts, or when scores go stale between reviews, EvaluationsHub replaces this spreadsheet with a platform that keeps scores current, runs structured QBRs, and triggers recovery workflows in one click.