Hours saved · Q3
+119% on Q2
Your team saved 1,270 hours this quarter.
And it grew every month: more people, more workflows, fewer reports built by hand.
Quarterly business review for the Kestrel team, from Priya Raman at Lumen
Sample QBRSeats in use
93%
79 of 85 seats active every week
Time back, in dollars
$60,960
1,270 hours at your $48 loaded hourly cost
Workflows running
46
+15 since Q2. Each one replaces a task someone did by hand.
On-time reportClose packException alerts
The Q4 ask
Bring the four remaining depots on board.
Size it
Hours saved by month
Every month beat the one before, and September was the biggest yet.
Q3 saved 1,270 hours, up from 580 in Q2. Here is where the climb came from.
Apr
May
Jun
Jul
Aug
Sep
- JulyDispatch moved the daily on-time report into Lumen.It used to take two people most of Monday morning.
- Aug 19The TMS connection went live.Route exceptions stopped being rebuilt by hand in spreadsheets.
- SeptemberFinance’s close pack now builds itself.Close reporting went from 6 days to 2.
How we count: each automated run, times the minutes the same task took by hand when we timed it with your team in Q2. No estimates of “focus time”.
Adoption
93% of seats are in use, and fleet maintenance is the team still to come on board.
Weekly active seats
Dispatch
100%
24 of 24 seats
Warehouse ops
95%
21 of 22 seats
Finance
92%
11 of 12 seats
Customer service
88%
15 of 17 seats
Fleet maintenance
80%
8 of 10 seats
Goals from the Q2 review
We set five goals last time. Three hit, one is halfway, one we missed.
- HitEvery dispatcher on Lumen24 of 24 dispatchers open it daily. The on-time report lives there now.
- HitHalve month-end reportingBetter than half: the close pack went from 6 days to 2.
- HitLive route-exception alertsRunning in every region since Aug 19, posted to each depot’s channel.
- PartialConnect the TMS and the WMSThe TMS is live. The WMS is waiting on credentials from your IT team, and it is first on the Q4 list.
- MissedFleet maintenance on daily schedulingOur training slipped twice. 8 of 10 seats are active, but scheduling still runs in a spreadsheet. On-site fix booked for Nov 4.
In their words
What Kestrel’s people told us this quarter.
Example quotes written for this sample, from made-up roles at a made-up company.
“I used to spend Monday morning building the on-time report. Now I open it and start fixing the late loads.”
“Month-end used to eat a week. This close we were done by Wednesday.”
“The exception alert flagged a missed pickup before the customer called us about it.”
The Q4 plan
Finish the connections, close the fleet gap, then grow.
October
Connect the WMS
Pick-and-pack data joins the dispatch view, so the warehouse stops exporting it by hand.
GoalZero warehouse reports built by hand
Lumen + Kestrel IT
November
Fleet maintenance reset
Two on-site sessions, and the daily schedule moves out of the spreadsheet into Lumen.
GoalEvery fleet seat active weekly
Lumen, on site
November
A one-day close
The close pack runs overnight on the last day of the month and is waiting for finance at 8am.
GoalClose reporting in one day
Lumen + Kestrel finance
December
Four new depots
If you approve the expansion, the four remaining depots go live Dec 1 with the setup West already uses.
Goal125 seats, same adoption
Size the expansion
Expansion proposal
Bring the four remaining depots onto Lumen.
About ten seats a depot. Move the slider to size it; the price and the hours follow.
Volume priceAt 40 or more new seats, each is $480 a year, 11% off your $540 rate.
List priceNew seats are $540 a year each. At 40 or more, they drop to $480.
Assumes new seats reach 85% weekly use and save what your current seats do: 16 hours each a quarter, valued at $48 an hour.
Added a year
$19,200
40 seats at $480
New annual total
$65,100
from $45,900 today, 125 seats
Extra hours saved a year
2,186
worth $104,944 in time back
Every dollar added returns 5.5× in hours saved.
Next steps
Five dates between now and the Q4 review.
- Oct 28TueWMS credentials to LumenKestrel IT
- Nov 4TueFleet maintenance training, on siteLumen
- Nov 14FriDecide on the expansionKestrel ops + finance
- Dec 1MonNew depots go liveBoth teams
- Jan 27TueQ4 reviewPriya Raman + your leads
Questions
What finance and ops usually ask.
How do you count hours saved?
Each automated run, times the minutes that task took by hand. We timed those tasks with your team in Q2 and you can see the list in your Lumen workspace.
Do the new seats change our current price?
No. Your 85 seats stay at $540. The volume price applies to the new seats only, and all seats renew on the same date.
What if a depot is slow to adopt?
We run the same on-site playbook we used for West, and we report each depot’s weekly use in the next review so you can see it.
What do you need from our IT team?
WMS read credentials by Oct 28 and a single sign-on group for the new depots. About two hours of their time in total.
Let’s get the other four depots saving time too.
Book 30 minutes with Priya Raman to walk through the numbers before Nov 14.
This is a sample. Lumen Analytics, Kestrel Logistics, their people and every figure here are made up. Sell Unfairly built this page to show what a quarterly review can look like as a website.