Hartwell Logistics

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Operations Dashboard

Week of 2026-05-04·For Lena Park, COO·Owned by Marcus Bell, Director of Ops

Pulling from 6 sources

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Built once with Claude Code, points at Hartwell's existing systems. Buyers replicate this with theirs.

McLeod LoadMaster·TMSSalesforce·CRMGreenhouse (ATS)·HiringServiceNow·Escalations (May 12+)Excel / Notion·Capex trackerSlack + Marcus's notes·Strategic context

Sample build·Hartwell Logistics is a fictional regional 3PL used as a Sprint 01 / Code / Advanced capstone example for AI Builders Club. All people, customers, lanes, and metrics are sample data. Notes you add are stored only in your browser.

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Key performance indicators

Cost Per Shipped Pound

$0.089/lb

+3.5% WoW · baseline $0.082

Claims Rate

0.90%

+0.00 pts WoW · target <1.2%

Open Driver Reqs

Anomaly

8

+22% IND detention WoW

On-Time Delivery

Source: McLeod LoadMaster (TMS)

Target 93% · Q2 mandate 94% · 12 weeks

Click a point to drill into the week's misses.

Strategic Context

Source: Marcus's running notes + leadership Slack

Active operational pressures

Q2 OTD mandate

Above 94% sustained — Q1 landed at 92.1%, currently at 94.0% week 18 of Q2.

Driver shortage

IND hub running 8 drivers short of plan; Greg's relief plan due end of week.

Acme expansion

Three new southbound lanes (ATL-DFW/NYC/MIA) — first volume hits May 6-10.

ServiceNow rollout

Customer-escalation tracking migrates from email to ServiceNow May 12.

Pittsburgh lease

Decision window opens May 19 — renew + expand vs relocate.

Customer Health

Source: Salesforce + Priya's status spreadsheet

Top 5 accounts · % of revenue

Click an account to filter the rest of the dashboard. Status reflects last 4 weeks of volume, on-time delivery, and Priya's escalation queue.

AccountIndustryRevStatus

Acme Manufacturing

Janelle Forsythe · VP Supply Chain

Specialty fasteners14.0%Healthy

Midstate Building Products

David Hwang · Director of Distribution

Regional building supply9.0%Healthy

Vitalux Beverage Co.

Sam Ortega · Logistics Lead

Craft beverage7.0%Watch

Threadway Apparel

Marisol Becker · Operations Director

Mid-market apparel5.0%Healthy

Carbon Forge Industrial

Pete Salazar · Plant Manager

Metal stamping (auto/appliance)3.0%Healthy

Acme Manufacturing: Expansion deal closed end of April — three new southbound lanes (ATL-DFW/NYC/MIA) onboarding starts Monday. Risk: ATL driver pool overlaps existing CIN-DFW recruiting.

Midstate Building Products: Quiet week. Annual rate negotiation cycle still January 2027.

Vitalux Beverage Co.: Volume up 30% YoY but considering direct-fleet move. Tony has retention conversation booked May 12.

Carbon Forge Industrial: Highest gross margin per shipment. First claim in 14 months filed this week — small ($2,800 damage on Detroit shipment), Pete unfazed.

Capex Pending

Source: Capex tracker (Excel) + Notion

2 awaiting sign-off

Click an item for the full sponsor + payback breakdown.

Lane Utilization

Source: McLeod LoadMaster + Greg's lane planner

Loaded miles ÷ total miles · live corridors

Lanes below 75% for two consecutive weeks get flagged for review.

New lanes (3) · onboarding

ATL-DFWDallas/Fort WorthATL-NYCNew York metroATL-MIAMiami

Acme expansion — first volume hits May 6-10.

Customer Escalations

Source: ServiceNow (post-May 12) / email queue (current)

3 active

Owned by Priya Iyengar (Customer Solutions) and Tony Marchetti (Sales). Notes you add are stored locally.

Medium

Acme Manufacturing

Monitoring

ATL-DFW onboarding readiness review — driver pool concerns flagged by Greg.

Owner: Priya Iyengar · Opened 05-03

High

Vitalux Beverage Co.

Open

Direct-fleet evaluation conversation — retention call booked May 12.

Owner: Tony Marchetti · Opened 04-28

Low

Threadway Apparel

Monitoring

Q4 capacity planning early conversation. Marisol asked about peak-week buffers.

Owner: Priya Iyengar · Opened 04-30

People Activity

Source: Greenhouse (ATS) + Renee's hire/exit spreadsheet

Last 14 days · Renee Sims, HR

Hires, departures, and promotions across the four facilities.

New hire

Anjali Singh

Dispatcher · IND hub

04-28

New hire

Mariana Cruz

Warehouse Picker · PIT hub

05-02

Departure

Raul Vega

Warehouse Lead (retiring) · LOU hub

05-15