Capability template for supply chain and inventory
Carrier performance review
The shipping lead gets a lane-by-lane comparison of carriers from the delivery export and the freight charges: on-time delivery, damage, tracking gaps and cost, each with the shipments behind it. A person decides whether to raise issues or change carrier.
Listed under
Add it to a workflow in the Fully Powered Planner, beside the teams and roles that will run it. Book a fit call
The outcome
When the carrier review comes round, the shipping lead has one page that sets the carriers side by side on each lane, using only what the exports show. For every lane and service, each carrier's on-time deliveries, damaged shipments, shipments with a tracking gap and freight cost per shipment and per kilogram sit next to one another, with the counts behind them.
Every figure lists its evidence. A late-delivery figure names the late shipments, with the promised date, the delivery date and the days late. A damage figure names the shipments. A cost figure shows the charges by type, so a fuel or accessorial charge is visible rather than buried in a total.
The review compares like with like only. Carriers are set against each other on the same lane and the same service. A lane served by one carrier is reported but not compared, and a shipment with no delivery date is counted and listed, never treated as on time or late. It does not give a carrier an overall grade, and it does not pick one. It shows the gaps, and the shipping lead decides what to do with them.
Who starts the work, and when
The shipping lead, logistics planner or an operations analyst starts it when the agreed carrier review is due, usually monthly or quarterly, once the period's deliveries are in and the carriers' freight invoices have been entered. The shipping lead reads the comparison and decides whether to raise points with a carrier or change carrier on a lane. Procurement approves any commitment to a carrier.
What they supply
- A shipment export for the period: shipment, ship date, carrier, lane, service, promised date, delivery date, weight, whether it arrived damaged and whether it had a tracking gap.
- A freight charges export: invoice, shipment, carrier, type of charge and amount.
- The settings: the period, today's date, how many days late still counts as on time, the fewest shipments worth comparing, and the size of difference that is worth a decision.
The export's column headers are checked first. If one does not match, the work stops and asks which column is which.
What comes out
One review in a fixed order: data checks, the comparison for each lane, the charges by type, the points to raise with each carrier, and the decisions for the shipping lead. A section with nothing in it says "None." The last lines say what was not supplied or not checked, and that nothing was changed or sent.
An invented example
Illustrative example with invented data. The company, the carriers, the lanes and every shipment and charge below are made up. Carrier A and Carrier B are invented names, not real carriers. The settings are an invented company's: review period October 2026, ship dates 2026-10-01 to 2026-10-31, today 2026-11-04, the review run by the logistics planner, grace days 0, fewest shipments to compare 4, and the default gaps worth a decision (10.0 points for on time, 5.0 points for damage, 10.0 points for tracking gaps, 10.0 percent for cost per kilogram). Currency is dollars. The company is Larkfield Candle Works, an invented company; the shipping lead is the invented Dana Ortiz.
What the shipping lead supplies
Shipment export (service is "ground" on every row):
shipment_id,ship_date,carrier,lane,service,promised_date,delivered_date,weight_kg,damage,tracking_gap
S101,2026-10-02,Carrier A,Warehouse to Phoenix,ground,2026-10-06,2026-10-06,40,no,no
S102,2026-10-05,Carrier A,Warehouse to Phoenix,ground,2026-10-09,2026-10-10,55,no,yes
S103,2026-10-12,Carrier A,Warehouse to Phoenix,ground,2026-10-16,2026-10-16,30,no,no
S104,2026-10-20,Carrier A,Warehouse to Phoenix,ground,2026-10-24,2026-10-27,25,yes,yes
S105,2026-10-03,Carrier B,Warehouse to Phoenix,ground,2026-10-07,2026-10-07,38,no,no
S106,2026-10-08,Carrier B,Warehouse to Phoenix,ground,2026-10-12,2026-10-12,52,no,no
S107,2026-10-15,Carrier B,Warehouse to Phoenix,ground,2026-10-19,2026-10-18,45,no,no
S108,2026-10-22,Carrier B,Warehouse to Phoenix,ground,2026-10-26,2026-10-28,20,no,no
S109,2026-10-27,Carrier B,Warehouse to Phoenix,ground,2026-10-31,,35,no,yes
S110,2026-10-04,Carrier A,Warehouse to Seattle,ground,2026-10-09,2026-10-09,60,no,no
S111,2026-10-11,Carrier A,Warehouse to Seattle,ground,2026-10-16,2026-10-16,48,no,no
S112,2026-10-18,Carrier A,Warehouse to Seattle,ground,2026-10-23,2026-10-24,33,no,no
S113,2026-10-25,Carrier A,Warehouse to Seattle,ground,2026-10-30,2026-10-30,70,yes,no
S114,2026-10-26,Carrier A,Warehouse to Seattle,ground,,2026-10-31,22,no,no
Freight charges export:
invoice,shipment_id,carrier,charge_type,amount
INV-A-4410,S101,Carrier A,freight,62.00
INV-A-4410,S101,Carrier A,fuel,9.30
INV-A-4410,S102,Carrier A,freight,78.00
INV-A-4410,S102,Carrier A,fuel,11.70
INV-A-4410,S103,Carrier A,freight,51.00
INV-A-4410,S103,Carrier A,fuel,7.65
INV-A-4410,S104,Carrier A,freight,44.00
INV-A-4410,S104,Carrier A,fuel,6.60
INV-A-4410,S104,Carrier A,accessorial,15.00
INV-A-4410,S110,Carrier A,freight,88.00
INV-A-4410,S110,Carrier A,fuel,13.20
INV-A-4410,S111,Carrier A,freight,72.00
INV-A-4410,S111,Carrier A,fuel,10.80
INV-A-4410,S112,Carrier A,freight,56.00
INV-A-4410,S112,Carrier A,fuel,8.40
INV-A-4410,S113,Carrier A,freight,101.00
INV-A-4410,S113,Carrier A,fuel,15.15
INV-B-2207,S105,Carrier B,freight,58.00
INV-B-2207,S105,Carrier B,fuel,5.80
INV-B-2207,S106,Carrier B,freight,75.00
INV-B-2207,S106,Carrier B,fuel,7.50
INV-B-2207,S107,Carrier B,freight,66.00
INV-B-2207,S107,Carrier B,fuel,6.60
INV-B-2207,S108,Carrier B,freight,33.00
INV-B-2207,S108,Carrier B,fuel,3.30
INV-B-2207,S109,Carrier B,freight,52.00
INV-B-2207,S109,Carrier B,fuel,5.20
INV-B-2207,S199,Carrier B,freight,40.00
What comes out
CARRIER PERFORMANCE REVIEW: October 2026
For: Dana Ortiz, shipping lead; run by the logistics planner. Ship dates 2026-10-01 to 2026-10-31; deliveries and charges as supplied on 2026-11-04.
Data checks: 14 shipments in the period; 0 outside it, with 0 charge lines totalling 0.00 left out. Charge lines: 27 matched to a shipment, 1 unmatched (INV-B-2207, S199, 40.00). Shipments with no charge line: S114. No delivery date: S109. No promised date: S114. Delivered before shipped: none. No damage entry: none. No tracking entry: none. No weight: none.
Lane comparison
Warehouse to Phoenix (ground)
- Carrier A: 4 shipments. On time 2 of 4 (50.0%). Damaged 1 of 4 (25.0%). Tracking gaps 2 of 4 (50.0%). Charges 285.25 on 4 invoiced shipments: 71.31 per shipment, 1.90 per kg.
- Carrier B: 5 shipments. On time 3 of 4 (75.0%). Damaged 0 of 5 (0.0%). Tracking gaps 1 of 5 (20.0%). Charges 312.40 on 5 invoiced shipments: 62.48 per shipment, 1.64 per kg.
- Compared with the best on each measure: on time, Carrier B highest; Carrier A lower by 25.0 points. Damage, Carrier B lowest; Carrier A higher by 25.0 points. Tracking gaps, Carrier B lowest; Carrier A higher by 30.0 points. Cost per kg, Carrier B lowest; Carrier A higher by 0.26 (15.9% of the lower printed figure).
Warehouse to Seattle (ground)
- Carrier A: 5 shipments. On time 3 of 4 (75.0%). Damaged 1 of 5 (20.0%). Tracking gaps 0 of 5 (0.0%). Charges 364.55 on 4 invoiced shipments: 91.14 per shipment, 1.73 per kg.
- Compared: no comparison, one carrier on this lane and service.
Charges by type
- Warehouse to Phoenix (ground), Carrier A: freight 235.00, fuel 35.25, accessorial 15.00, other 0.00; total 285.25.
- Warehouse to Phoenix (ground), Carrier B: freight 284.00, fuel 28.40, accessorial 0.00, other 0.00; total 312.40.
- Warehouse to Seattle (ground), Carrier A: freight 317.00, fuel 47.55, accessorial 0.00, other 0.00; total 364.55.
Points to raise
- Warehouse to Phoenix (ground), Carrier A: Late: S102, promised 2026-10-09, delivered 2026-10-10, 1 day; S104, promised 2026-10-24, delivered 2026-10-27, 3 days. Damaged: S104. Tracking gaps: S102, S104. Accessorial charges: S104, 15.00.
- Warehouse to Phoenix (ground), Carrier B: Late: S108, promised 2026-10-26, delivered 2026-10-28, 2 days. Damaged: none. Tracking gaps: S109. Accessorial charges: none.
- Warehouse to Seattle (ground), Carrier A: Late: S112, promised 2026-10-23, delivered 2026-10-24, 1 day. Damaged: S113. Tracking gaps: none. Accessorial charges: none.
Decisions for Dana Ortiz (1)
1. Warehouse to Phoenix (ground): Carrier A is behind Carrier B on on-time delivery by 25.0 points, on damage by 25.0 points, on tracking gaps by 30.0 points and on cost per kg by 0.26 (15.9%); each difference is at or above its gap. Whether to raise these with Carrier A, or to change the carrier on this lane.
Not supplied or not checked: no agreed rates, so the charges are not checked against them. No earlier period, so there is no trend. Damage and tracking gaps are as flagged in the export; no claim records were supplied.
Every figure traces to the shipment export for ship dates 2026-10-01 to 2026-10-31 and the charge export supplied on 2026-11-04. The review changes no records, contacts no carrier and sends nothing.
How the figures were reached
Carrier A on Phoenix has four shipments, all with both dates: S102 (1 day late) and S104 (3 days late) are late, so 2 of 4 are on time, 50.0%. Carrier B has five shipments but S109 has no delivery date, leaving four to judge: S108 is 2 days late, S107 came a day early and counts as on time, so 3 of 4, 75.0%. Charges for Carrier A on Phoenix: 235.00 + 35.25 + 15.00 = 285.25 over 150 kg (40 + 55 + 30 + 25), which is 71.31 per shipment and 1.90 per kg. Carrier B: 284.00 + 28.40 = 312.40 over 190 kg, which is 62.48 and 1.64. The gap in cost per kg is worked from the printed figures: 1.90 less 1.64 is 0.26, and 0.26 over the lower printed figure, 1.64, is 15.9%. On Seattle, S114 has no promised date and no charge line, so on time is judged on four shipments and cost on four: 364.55 over 211 kg (60 + 48 + 33 + 70), 91.14 per shipment and 1.73 per kg. The unmatched charge for S199 is left out of every figure.
Where it fits
- Supply chain and inventory: delivery and freight cost read together, on one fixed method, whoever runs the review.
- Procurement and suppliers: the facts to take into a carrier conversation before any commitment is made.
- Logistics and trade: businesses that move goods on several lanes with more than one carrier.
- E-commerce and retail: parcel and freight carriers whose lateness and damage reach customers directly.
- Manufacturing: outbound freight to customers and distributors, where a late truck can hold up a line.
- Growth and scaling: when volume has grown past what the shipping lead can check by hand.
- Established businesses: when carrier arrangements set years ago have not been compared since.
Rating suppliers of goods is supplier performance scorecard; this capability looks at the carriers that move them. The full cost of a product, with freight as one part, is product landed cost worksheet. Writing to a carrier about a problem is outside this capability: the person who owns that relationship does it.
What has to change for your company
- Your export's column headers, set once so the check passes without a question.
- How you name lanes and services, consistently, because the review takes the names exactly as written.
- Your settings: days late that still count as on time, the fewest shipments worth comparing, and the differences worth a decision.
- What counts as a tracking gap in your carriers' data, and where that flag comes from.
- Who decides what to raise and who approves a change of carrier.
- Your AI product. It runs in ChatGPT, Claude, Copilot or Gemini from the exports you supply. It needs no connection to your shipping or accounting systems, contacts no carrier and never asks for a password.
What has been checked
Fully Powered AI wrote this capability template in its own words. It was editorially reviewed on 10 November 2026. It was tried on its invented example in Claude on 10 November 2026; the record of that run is published with it, and lists the edits made after the first run, with the run made again on the revised version. It has not yet been tested in a client environment. It has not yet been tested as a packaged version in ChatGPT, Claude, Copilot or Gemini.
Testing in your environment means running it on a past period your shipping lead knows well, plus hard cases written in advance, each with its expected behavior: a renamed column, a shipment with no delivery date, a charge for a shipment not in the export, a lane with one carrier, two services on the same lane. The shipping lead checks every figure against the exports before anyone relies on it. Pilot acceptance-test preparation builds that test set, and what we test before we call an AI workflow ready describes the record we keep.
The full capability template
Everything above is the outline. The complete capability template is the working version: the roles, the inputs, the procedure, the exceptions and stop conditions, the output format, the reviewer checklist, the acceptance tests, the instructions for an AI assistant and what to customize for your company. It comes with a download and the link to its folder in Fully Powered’s public repository.
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Next step
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