Agency Appointments gives you one view of the port calls you submitted, the agents you used, what they cost and how much you saved. D.A. means disbursement account and F.D.A. means final disbursement account. Watch the interactive guide above for a click-by-click walkthrough.
At a glance
Where to find it: Analytics > Agency Appointments in the left menu.
Who it is for: Port operations and finance teams who manage agents and disbursement accounts.
It answers: How many port calls did we submit, through which agents, at what cost, and how much did we save? Which F.D.A.s are overdue, and what cash is due?
Access: Available in the Analytics menu for every company.
Quick tour
Follow these four steps to get started.
Click Analytics in the left menu, then click Agency Appointments.
Read the headline figures at the top of the page (see Key figures below).
Open each tab to go deeper (see The tabs below).
Narrow the results with the filter bar at the top, if you need to.
The tabs
Each tab looks at your appointments in a different way.
Tab | What it shows | Use it to |
Cost Savings | The savings made on port calls, with a monthly trend | See how much you saved |
Cash Projection | The cash you are expected to pay, by reference date | Plan funding for upcoming appointments |
DA Timelines | How long each D.A. stage takes (Proforma D.A. by default) | Find slow stages |
Overdue FDA | F.D.A.s past their due date, how many and how late | Chase overdue accounts |
Cost Query | Cost lines by category and item | Review the queries raised on agency costs |
Key figures
These headline figures sit at the top of the dashboard.
Figure | What it means |
Port Calls Submitted | The number of port calls you submitted |
Vessels, Agents, Vendors, Countries | How many of each are involved in those port calls |
No. of Overdue FDA | The number of F.D.A.s past their due date |
Pending FDAs | The number of F.D.A.s still to be completed |
Avg. Days Overdue | The average number of days overdue F.D.A.s are late |
Filters
Use the filter bar at the top to narrow the dashboard.
Who: Sub Company > Vessel, Agent / Vendor.
Where: Country > Port.
D.A.: DA Type (pick one), DA Currency, and Cost Category > Cost Item (on Cost Query).
When: A date filter on each tab.
A few things to know about how filters behave:
No Apply button: Filters apply when you close a dropdown, press Enter, or pause for about 1.5 seconds.
Clear All: Click it to go back to the default view.
Shared filters: Sub Company, Vessel, Country, Port, Agent and Currency are shared. Pick them once and they apply on every tab.
Tips
Plan funding: Use Cash Projection to plan for upcoming D.A. payments.
Chase late accounts: Use Overdue FDA to follow up on accounts that are past due.
Export your view: Most tables have an Export button that downloads an Excel file with your current filters applied.
FAQ
How do I see a single vessel?
Click the arrow next to Sub Company, open the vessel level and pick the vessel.
Why does Cash Projection not show a Vessel filter?
Cash Projection has no vessel detail, so the Vessel level is hidden on that tab.
Where is the Apply button?
There is none. Filters apply automatically when you close a dropdown, press Enter, or pause for about 1.5 seconds.
Need more help?
Click the chat icon at the bottom right of GeoOne to message GeoOne Support.