Client Scorecard for 3PLs

You priced what they said. Scorecard tracks what they did.

Every 3PL signs in good faith. Then orders climb, picks change, storage stretches —
and nobody has a document that compares the quote to reality.
Client Scorecard is that document.

Book a Demo See How It Works
Quote vs Actuals WMS Direct Connection Built by a 3PL
A Client Scorecard page for client 'FLAG / Flag Eagle' — month-to-date $334, YTD $1.9K, today's snapshot, and a stacked-bar revenue trend across 12 months split by storage, picking, handling, admin, labor, labeling, freight.

One client. One page. Activity, financial, charge mix, inventory and traffic-light health on a single scroll. Above is a live scorecard from one of our test clients — ready to print, ready to walk into the renewal.

What changed since the quote

Side by side. Quote versus reality.

A representative renewal cycle. Every row is a number you used to price the deal. Scorecard captures it at sign-off and grades it monthly.

Metric
At Quote
Actual (90 days)
Status
Orders / month
200
347
+73% — under-priced
Picks / order
3.0
1.4
−53% — low density
Storage profile
Fast-movers
68% dormant
SKU mix drift
AR days outstanding
N/A
42 days
Payment slip
Charge mix — storage share
35%
61%
Long-tail shelf hostage
On-time payment record
Stated: current
4 of 6 invoices late
Credit-risk warning

Estimated margin on this contract: −4.2%.
At renewal next quarter, the conversation isn't a vibe-check anymore. It's a printed page.

The Problem
Quoted in Good Faith
Your prospect tells you their volumes, pick density, storage profile, SKU mix. You quote on what they said. Then reality diverges — usually in their favour. By renewal, nobody can prove what was promised.
Grading by Gut Feel
Every 3PL bills its clients with granular charge codes. That data sits in the billing system. Nobody ever turns it back into "what is this client actually like?"
WMS Reports Are Warehouse-Wide
Operations dashboards tell you what the warehouse did. Not who it did it for. Per-client cuts require manual joins your ops team doesn't have time for.
The Client Scorecard Way
Quote → Capture → Compare
Capture the activity profile at contract sign-off — orders/month, picks/order, storage type, SKU mix. Scorecard grades the live actuals against it. Amber when reality drifts; red when it's structurally wrong.
One Page Per Client
Activity, revenue, AR, charge mix, inventory health — all on a single scrollable page. No tab-hunting. The print button gives you a renewal-ready handout.
Benchmarked to Your Warehouse
Six traffic-light indicators — payment, turnover, complexity, space efficiency, slow movers, revenue trend — each compared to your warehouse's average. Not somebody else's.
From $99/month
Single location $99/mo, multi-location (2–5) $199/mo, enterprise custom. Unlimited clients, unlimited users on every plan. Billed annually.
Works With

Proud to offer Client Scorecard to Camelot WMS customers.

Client Scorecard connects directly to Camelot WMS out of the box — no middleware, no custom development, no IT project. Your client billing lines, picks, receipts, and inventory data flow in automatically. The scorecard updates in real time as your warehouse operates.

Real-time sync
No middleware
Zero custom dev
Get Started with Camelot

On a different WMS? Like the Warehouse Bridge family, we connect to other WMS platforms, billing systems and shipping platforms on request — HighJump, Synapse, Manhattan, Shopify, NetSuite, custom OData and CSV/Excel uploads. Tell us what you're on and we'll scope the connector.

1 page
Per Client
Quote vs
Actuals
Renewal-Ready
Unlimited
Users & Clients
Direct
WMS Connection
How It Works

Capture the quote. Connect the WMS. Grade every month.

Client Scorecard turns the data you already collect into one page per client. We handle the setup — you have the renewal conversation.

1
Capture the Quote
At contract sign-off, log the activity profile the client promised: orders/month, picks/order, storage type, SKU mix, payment terms. Five minutes per client. We provide the template.
2
Connect Your Data
Camelot users plug in directly — no middleware, no custom dev. On a different WMS? Upload your data and join the waitlist for direct integration.
3
See the Scorecard
Client Scorecard generates one live page per client: activity, financial, charge breakdown, inventory health, and six traffic lights benchmarked to your warehouse's own averages.
4
Walk Into the Renewal
Print the page. Sit across the table. Discuss what was quoted, what happened, and what the new pricing should be. Stop guessing. Start grading.
Four lenses, one client

Every view answers a different renewal question.

Each card below is a section of the live scorecard. Together they're the document you walk into the renewal with.

Revenue Trend stacked bar chart over 12 months, split by storage, picking, handling, admin, labor, labeling and freight charge types.

Revenue trend — by charge type

Where the money actually comes from, month by month. Spot the client whose storage share doubled while their picking flatlined — that's the shelf-hostage conversation.

Charge Type Distribution donut chart split between Storage, Picking, Admin, Handling, Labor, Labeling and Freight.

Charge mix — at a glance

Is this a storage client, a pick client, or a service client? The donut tells you in two seconds what a P&L breakdown takes a meeting to explain.

Activity Trend line chart showing daily picks across 12 months with 45,314 picks this period, 123.8 average per day.

Activity trend — picks

The pick volume the client actually generated. Toggle to orders to see complexity drift. Compare this to the original quote — that's where the renewal lives.

Health Indicators panel with traffic lights: Payment 257 days overdue (red), Inventory monitor (amber), Activity up 100% (green), Space within tolerance (green).

Health indicators — benchmarked

Six traffic lights, each compared to your warehouse’s own averages. The amber and red lights are the agenda for the next quarterly review.

Why Client Scorecard

Client Scorecard vs. what you're doing now.

Profitability assessment
Gut feel and the loudest voice in the meeting → Quote vs actuals on a printed page anyone can read in 30 seconds.
Renewal conversations
He-said-she-said about what was promised → A document signed at quote, graded every month, walked into the meeting.
Charge-mix understanding
Aggregate revenue per client and that's it → Per-client breakdown of storage, picking, handling, order processing, labour, supplies.
Reporting to stakeholders
Spreadsheets, pivot tables, the analyst who quit → One page per client. Share it. Print it. Discuss it.

“You priced what they said. Scorecard tracks what they did.”

Built by a 3PL

We built this because we lived the contract.

Client Scorecard was built by people who have spent decades pricing 3PL contracts and watching them drift. It exists because every GM we know has the same question: “Is this client worth what we agreed?”

Quote vs Actuals

Capture the activity profile at sign-off. Grade reality against it monthly. The thing nobody else does — and the thing every GM wishes they had at renewal.

Traffic-Light Indicators

Six gauges — payment, turnover, complexity, space, slow movers, revenue trend — benchmarked to your warehouse, not somebody else's blog post.

WMS Direct Connection

Camelot connects directly for automatic, real-time sync — no middleware, no exports. On a different WMS? Upload your data today, join the waitlist for direct integration.

The Team
Chuck Feldman (Strategic Advisor, 3PL Operations) and Steven Sharp (founder, Warehouse Bridge), in conversation at a logistics industry event.

Chuck Feldman & Steven Sharp

Twenty years of 3PL operations (Chuck Feldman, Strategic Advisor) and twenty years of building software (Steven Sharp, founder) kept landing on the same complaint: every client onboarded looked great on paper and different in the warehouse. Client Scorecard is the document they kept wishing for at renewal.

Ready?

You priced what they said.
Let Client Scorecard track what they did.

Book a Demo See How It Works Talk to Us First