CitizenShipper V2 Ops Dashboard

Total Revenue

Gross · all time

YTD Revenue

Since Jan 1, 2026

Total Shipments

Listed (all time)

Conversion Rate

Listed → Booked

Monthly Gross Revenue

Last 12 months · SUCCESSFUL payments only

Revenue Mix

By payment purpose · all time

Shipments: Listed vs Booked

Last 12 months · non-deleted

Listed Booked

Avg Match Revenue

Per DRIVER_BOOKING

per booking

Driver bookings —

Total booked shipments —

Live · Daedalus Postgres

KPIs & ROI Impact

High-visibility tracker for executive review.

Robert Cohen · YTD Value

$142,500

SaaS Contract Audits +$24k saved

Marketing Automation (Volt) +$85k rev

Vendor Consolidation +$33k saved

Paul · YTD Value

$98,200

Zendesk AI Deflection +$45k saved

Cloudflare Optimization +$18k saved

Brex Rebate Capture +$35k saved

Active Impact Projects

Project	Owner	Status	Proj. Value
AI Customer Service Agent Phase 2	Paul	In Progress	~$120k/yr
SKAN Attribution Overhaul	Robert	Review	Unlock 30% ROAS

Projects & Payroll

Reminders, payroll cycles, and internal project tracking will populate here once connected.

Airtable Hub

Date	Merchant	Category	Amount
Loading transactions...

Audit & Rules

Merchant	30d Volume	Category Rule	Status Rule
Loading data...

Savings Tracker

Total Realized (YTD)

$24,500

Pending Action

$0.00

Flagged for Cancellation / Review

Merchant	Avg Monthly	Reason	Action
No active flags. Audit merchants to flag them.

Revenue & Shipments

Monthly Gross Revenue

Revenue Mix

Shipments: Listed vs Booked

Avg Match Revenue

KPIs & ROI Impact

Robert Cohen · YTD Value

Paul · YTD Value

Active Impact Projects

Projects & Payroll

Projects & Payroll

Airtable Hub

Brex Spend Dashboard

Total Spend

Avg Daily

Top Category

Flagged Savings

Spend Trend

Category Breakdown

Recent Transactions

Audit & Rules

Savings Tracker

Total Realized (YTD)

Pending Action

Flagged for Cancellation / Review