User Guide
Onboarding Schedule
Your FreightMath onboarding runs across four meetings, plus a separate session for your finance and accounting team covering MapLedger, costing, and benchmarking.
Each meeting builds on the one before it and sets up the next. By the end of Meeting 4, your team will be running FreightMath independently with a set of KSM-led recommendations for your network.
Program overview
The onboarding path moves from foundational concepts and network setup, into your freight network and spot pricing, then into BidRight, and finishes with a KSM-led period review.
- 1
Meeting 1: Intro & Configuration
FreightMath primer, dashboard orientation, and network configuration. 90 min, Success Advisor Team.
- 2
Meeting 2: Your Freight Network & Spot Check
Dashboard deep dive, shipper/broker and network dynamics, Spot Check App. 90 min, Assigned Advisor.
- 3
The RFP pricing tool, start to finish. 60 min, SME: Jordan Nelson.
- 4
Meeting 4: KSM-Led Period Review
Recommendations to improve profit. 60 min, Assigned Advisor.
Your FreightMath advisor team
The full advisor team joins Meeting 1. Meetings 2 and 4 are led by whichever advisor is assigned to your account. Meeting 3 is led by Jordan Nelson.
Meeting 1: Intro & Configuration
90 min, Success Advisor Team
FreightMath Primer, Dashboard Overview & Network Configuration
Meeting goals
- Brief introductions
- Bring your operations, sales, pricing, and finance teams together around a shared view of profitability
- Grasp core FreightMath concepts and the OR framework
- Navigate the portal and key dashboard pages
- Configure your carrier's network footprint
- Align on trial expectations and the go-forward plan
Agenda
- Management Discussion
- New awards
- Price increases
- Changes in asset planning
- Key changes occurring in your business
- Any pain points
- MapLedger Snapshot
- A brief look at a few early benchmarks to set context for the program
- FreightMath Primer
- Loads, orders, and segments
- OR concepts and FM costing
- Deadhead prior to order and trailer detach time
- Data guardrails: loading/unloading, empty/loaded segments
- Portal Access, Navigation & Key Features
- Home Page, Bill To by Lane, Lane by Bill To
- Freight Networks
- What is an “Operation”? OTR, Dedicated, Logistics
- In and out of network; shipper vs. broker
- Network Configuration
- Shipper/broker classification and strategic footprint
- Trailer pools, upcharges, user management, BTF customers
- Local/dedicated costing: mileage threshold for “Local” classification and hourly charge setup for P&D operations
- Trial Expectations & Go-Forward Plan
Between Meeting 1 and Meeting 2, send your assigned advisor specific questions as you navigate the platform. Send as many questions as you'd like; this is your chance to test out the platform.
Meeting 2: Your Freight Network & Spot Check
90 min, Assigned Advisor
Your Freight Network & Spot Check
Meeting resource links
Meeting goals
- Master the purpose and function of each dashboard page
- Differentiate shippers vs. brokers, and in vs. out of network
- Understand oversold vs. undersold dynamics
- Deep dive into the Spot Check App
Tools covered
Agenda
- Dashboard Deep Dive
- Home Page, Bill To by Lane, Lane by Bill To, Field Selection Table
- Areas of Profit, Area Analysis, Revenue/Volume Change, Profitability Matrix
- Core OR vs. FM OR: calculations and usage; data anomalies and adjustments
- Shippers/Brokers & In vs. Out of Network
- Differences in key metrics and OR impact; oversold vs. undersold dynamics
- Spot Check App
- Negotiate and secure more margin from brokers
- Reinforce preferred destinations in your network
- Elevate front-line pricing and negotiation sophistication
- Track, review, and educate
Upload two bid files from recent RFPs so BidRight has real data to work with in Meeting 3.
Meeting 3: BidRight
60 min, SME: Jordan Nelson
BidRight: RFP Pricing with FreightMath
Before this meeting
Meeting goals
- See a full, live walkthrough of BidRight, start to finish
- Learn to price RFPs directly off your FreightMath OR
Tools covered
Agenda
- Managing Customers & Contracts
- Set up customers and specific contract terms through AI
- Bid Lifecycle & Workflow
- Importing bids and RFPs
- Getting operations involved: interest marking, where ops flags which lanes they want before pricing runs
- Pricing with FreightMath OR
- Submitting bids and RFPs
- Commitment Tracking
- Monitor awarded volume against contracted commitments as the business runs
- Bid Warehouse
- Lanes won, lanes lost, lanes ignored: store and search every past bid in one place
Review your latest cost profile and note any questions about your carrier's costing inputs. Come prepared to discuss priority action items.
Meeting 4: KSM-Led Period Review
60 min, Assigned Advisor
KSM-Led Period Review: Recommendations to Improve Profit
Meeting goals
- Get recommendations specific to your OTR network(s)
- Reinforce FreightMath concepts and dashboard navigation
Agenda
- Discussion
- Concepts recap and Spot Check Tool review
- Period Review
- Observations, recommendations, and action items
- Follow-Up
- Slide deck and recommendations email sent after the meeting
Review the recommendations from this meeting and come prepared with a plan to act on each one, including who owns it and a target date. Your KSMTA advisor team is available for ongoing period reviews, advanced analytics, and expansion into MapLedger, FreightMarks, BidRight, and Advanced Dedicated Pricing.
MapLedger, Costing & Benchmarking
This session is designed for your finance and accounting team, not the group joining Meetings 1 through 4. Some attendees may overlap, but plan to include whoever owns costing, GL reconciliation, and benchmarking on your side.
MapLedger, GL Costing & Peer Benchmarking
Before this meeting
- Review your latest trial balance and cost profile
- Come with questions about GL account mapping and your benchmarking priorities
Meeting goals
- Understand MapLedger, KSMTA's GL-based costing and management reporting platform
- Understand how data extracts feed MapLedger and reconcile against FreightMath's FM OR
- Understand FreightMarks, KSMTA's independent peer benchmarking service
- Apply costing and benchmark insights directly within FreightMath
Tools covered
Agenda
- MapLedger Overview
- GL account mapping and trial balance costing
- Management reporting outputs
- Data Extracts
- How FreightMath data extracts feed MapLedger
- Cadence and ownership on your side
- FreightMarks Deep Dive
- Peer and best-in-class benchmarking
- Key metrics: RPM, OR, deadhead percentage, velocity
- Total cost to serve per mile vs. peers
- Applying Insights in FreightMath
- Where costing and benchmark data surface on FreightMath dashboards
Select the benchmarks you want to track monthly and set an improvement goal for each. This session can run before, after, or alongside your Meetings 1 through 4; coordinate timing with your advisor.