
User Portal 3.7.3 Release Notes
July 28, 2026There is an old saying in business:
“What gets measured gets managed.”
I would argue there is an even more important truth.
What gets measured gets optimized.
The moment you begin tracking a number, people begin changing their behavior to improve it. Sometimes that is exactly what you want. Other times, you accidentally reward the very behavior that is quietly costing your company money.
That was one of the biggest discussions we had during the UMA Sales Summit this year. We spent a great deal of time talking about metrics—not because numbers are bad, but because the wrong metrics can create the wrong business.
The reality is that numbers don’t lie.
But they can absolutely tell an incomplete story.
The Most Dangerous KPI Is the One Everyone Celebrates
Take closing rate.
Many operators track it. Most sales managers celebrate it.
At first glance, that makes perfect sense. If your closing rate is improving, your sales team must be doing a better job.
Right?
Not necessarily.
Imagine two salespeople.
The first enters every opportunity into the system the moment it arrives.
Every phone call.
Every website lead.
Every email.
Every “I’m just checking prices.”
They quote everything.
Their closing rate ends up around 30%.
The second salesperson works differently.
Before creating a quote, they exchange a few emails. Maybe they make a couple of phone calls. Once they’re reasonably confident the customer intends to book, then they enter the quote into the system.
Their closing rate is 70%.
Who performed better?
The answer is…you don’t know.
The second salesperson may not have sold anything better at all. They simply became better at protecting the metric.
Unfortunately, the company just lost visibility into dozens—or hundreds—of real customer inquiries.
Leadership now believes demand was lower than it actually was.
Marketing appears less effective.
Historical demand becomes distorted.
Peak booking periods disappear from the data.
The company loses one of its greatest opportunities to improve pricing because it never truly understood how much demand existed in the first place.
The KPI improved.
The business became less informed.
That is the danger of measuring behavior instead of measuring outcomes.
Activity Isn’t the Goal. Profit Is.
The transportation industry has no shortage of metrics.
- Closing rate.
- Quote volume.
- Booked revenue.
- Trips sold.
- Salesperson rankings.
- Gross sales.
- Response time.
None of these are bad.
They’re just incomplete.
The purpose of every one of those numbers should ultimately be to answer a much bigger question:
Did this make the company more profitable?
That question is surprisingly difficult for many operators to answer.
You can increase revenue while reducing profit.
You can improve your closing rate by discounting.
You can book more trips that require overtime, additional drivers, extra hotels, repositioning, deadhead miles, and operational headaches that were never priced into the original quote.
You can celebrate a record sales month while wondering why there’s less money in the bank.
The problem wasn’t the sales.
The problem was measuring success before the work was actually finished.
Revenue Is an Opinion. Profit Is the Truth.
A $12,000 charter sounds impressive.
Until you realize it required two coaches instead of one.
An overnight hotel.
Driver overtime.
Hundreds of deadhead miles.
Last-minute schedule changes.
Meanwhile, a $7,500 trip quietly fit into existing schedules, used available equipment, required no overtime, and produced significantly more profit.
Which trip would you rather sell?
If your dashboard only shows revenue, they both look like wins.
If your dashboard shows profitability, the answer becomes obvious.
That’s why operators who focus only on top-line sales often spend enormous amounts of energy chasing volume while unintentionally ignoring margin.
Revenue keeps the lights on.
Profit builds companies.
Pricing Doesn’t End When the Quote Is Sent
One of the biggest shifts we’re making at TBN is changing the conversation from “What did we sell?” to “What should we have sold, and what did we actually earn?”
When a quote is created in TBN, the platform already understands your pricing strategy.
It knows your published rates.
It knows customer-specific pricing.
It knows seasonal adjustments.
It knows dynamic pricing.
It knows that you charge more on that Friday in May than the Tuesday before because you have used historic demand to shape your pricing strategy.
When the trip is sold, TBN immediately compares the selling price against what your pricing strategy said should have happened. Then it reccords it in a way that a salesperson cant change it. They can change the price, but not the price that was calculated based on company-established pricing strategies.
Did you hold your pricing?
Did you unnecessarily discount?
Did you leave margin on the table?
For many operators, that’s already a conversation they’ve never been able to have.
But we don’t stop there.
Winning the Sale Doesn’t Mean Winning the Trip
Pricing is only the first half of profitability.
Execution is the second.
After the trip is booked, the story continues.
- What was planned?
- What actually happened?
- Did dispatch have to substitute equipment?
- Did driver hours increase?
- Did overtime appear?
- Did additional deadhead miles reduce margin?
- Did operational changes improve profitability—or quietly destroy it?
Historically, most software has treated these as separate systems.
Sales lived over here.
Dispatch lived somewhere else.
Payroll lived somewhere else.
Accounting eventually reported the results weeks later.
The operator was left trying to connect the dots manually.
TBN was built differently.
Every stage of the trip becomes part of one continuous story.
From the first quote…
…to the planned operation…
…to the actual execution…
…to the final financial outcome.
That means operators can finally answer the question that matters most:
Did this trip perform the way we expected it to?
Better Data Creates Better Decisions
This isn’t about building dashboards with fifty colorful charts.
More data is rarely the answer.
Better connected data is.
When pricing, sales, dispatch, payroll, and financial performance all live together, operators stop managing isolated departments and start managing an entire business.
Instead of asking:
“What’s our closing rate?”
You begin asking:
“How much of our highest-margin work is already on the books?”
Instead of asking:
“How many quotes did we send?”
You ask:
“Which opportunities deserve immediate follow-up because they represent our most profitable business?”
Instead of asking:
“How much revenue did we book?”
You ask:
“Where did we make money, and where did we lose it?”
Those are entirely different conversations.
They’re also far more valuable ones.
Stop Managing the Scoreboard
The most dangerous KPI is often the one you’ve watched for so long that you’ve stopped questioning whether it still serves the business.
Every metric creates behavior.
Every dashboard teaches your employees what success looks like.
If you reward the wrong numbers, people will become remarkably good at improving them.
The challenge isn’t finding more KPIs.
It’s choosing the right ones.
The operators who will thrive over the next decade won’t simply have more information than everyone else.
They’ll have better context.
They’ll understand demand instead of just quotes.
Margin instead of just revenue.
Profitability instead of activity.
Because at the end of the day, buses don’t pay the bills.
Trips don’t pay the bills.
Even revenue doesn’t pay the bills.
Profit does.
And every meaningful KPI should ultimately lead you back to that one simple question:
Did this decision make the business more profitable?
If the answer is no, it may be time to stop celebrating the metric and start measuring something better.



