Welcome back, Admin
Yellow Diamond Logistics — Internal Knowledge Base & Portal
Admin Access
Reports
MTD Sales, Monthly, QA & AM Reports.
ActiveAccounting
Invoices, financials, records.
ActiveTSA Database
TSA compliance records.
ActiveMarketing
Customer packets, decks, one pagers.
ActiveFleet Tracker
Live fleet & shipment tracking.
Coming SoonHR Records
Staff directory & employee information.
ActiveRecent Activity
MTD data refreshed — May 20, 2025Today
Marketing Materials module addedToday
Portal deployed for Yellow Diamond LogisticsToday
May MTD Snapshot
755
Loads
$145K
Gross Profit
$806K
Revenue
18.0%
GP Margin
MTD Sales Report
Select a month to view
Month
—
MTD Gross Profit
May 2026
Select date
Selected (data as of)
Available days
Today / future
W2 Agents
1099 Agents
Sales Rep Breakdown
Sorted by GP ↓ • MoM delta vs April
RepTypeLoadsGross ProfitRevenueMarginClientsGP vs Goal
Monthly Numbers
W2 Sales Reps · Updated GP · Sourced from Reports Database
Month
No Data Uploaded
Go to Admin → Reports Database → Database and upload the Activity Report CSV.
QA Report
Quality assurance metrics by POD
Month
No QA Data
Upload Activity Report, Covered Report, and On Time Report to Reports Database.
L10 Scorecard
Weekly performance scorecard
Week of
AM — Summary
Account Manager performance summary
Month
No AM Data
Upload Activity Report to Reports Database.
AM — Monthly Numbers
Daily breakdown per Account Manager
Month
No AM Data
Upload Activity Report to Reports Database.
Accounting Records
Select a section from the sidebar.
Quickpay
Overview of all Quickpay activity across Pending, Paid, and Done but Unpaid
Quickpay — Pending
Documents checklist per carrier · Select rows to move or bulk-act
Quickpay — Paid
1,778 records · QP Charge Tracker · Click any cell to edit
Quickpay — Done but Unpaid
138 records · QP processed but payment not yet received · Click any cell to edit
Commcheck
148 records · May 2026 · Upload new files to append data
Upload New File
Excel or CSV · Headers: Date, Time, Seq Num, PRO, Amount, Location Code, Location City, Location State, P/L, Fees, Balance, Control Num
Commcheck — Pending
Coming Soon
Coming Soon
Commcheck Pending dashboard will be built here.
Commcheck — Paid
Coming Soon
Coming Soon
Commcheck Paid dashboard will be built here.
Commcheck — Done but Unpaid
Coming Soon
Coming Soon
Commcheck Done but Unpaid dashboard will be built here.
Marketing Materials
Non-Factoring Carriers
Carrier database · Ranked, scored & lane-matched
Payment Prioritization — Overview
Coming Soon
Payment Prioritization Overview will be built here.
Payment Prioritization — All Unpaid
7,193 records · Group-matched · Days computed live · Click any cell to edit inline
Payment Prioritization — Paid
Paid records · Click any cell to edit inline
Payment Prioritization — Payment Status
PRO # payment lookup · Remittance history
Coming Soon
Payment Status lookup is being rebuilt. Check back soon.
Payment Prioritization — Check Register
16,882 records · Date, Check #, Pay To, PRO, Amount, Check, ACH · Upload to append (no duplicates)
Payment Prioritization — ACH Request Form
3,317 Urgent · 76 Needs ACH · "In QP?" auto-detected from Quickpay data
Add ACH Record
Reports Database
Upload raw data files · Source of truth for all reports · Admin only
Drop files here or click to upload
Excel (.xlsx, .xls) or CSV · Multiple files supported
Reports Override
Search a PRO # and override any field · Changes apply across all reports
PRO # / Load #
Active Overrides
Accounts AM
Customer → Account Manager mapping · Used for AM assignment in QA Report
Accounts AM
Customer → Account Manager mapping · Used for AM assignment in QA Report
Budget & Goals
FY2026 Revenue & GP targets · By month and by rep · Admin only
Month
Company Targets
Actual vs Budget
Rep GP Goals
User Management
Manage portal access · Reset passwords · Admin-only view
Add New User
* Default password for all new users is
YDL2026. Users are prompted to change it on first login.
HR Records
Employee directory · W2 & 1099 · Active & Inactive
Add Employee
Portal Settings
Loading…
Loading…
Loading…