Understanding the Organizational Insight Dashboard [Information]

Modified on Tue, 4 Nov at 8:32 AM

The Organizational Insight dashboard provides a holistic view of your operations, focusing on key performance indicators across different Accounts and Fulfillment centers. It helps you understand overall business health by tracking order values, fulfillment efficiency, backorders, and accuracy. This article provides detailed information on its displayed data.

NOTE: For a list of available dashboards and instructions to access them, see Insights Dashboards Master List [Guides List].

To learn how to filter, view details and export data from this dashboard, refer to: How to Use the Insights Dashboards [Guide].

This article is divided into the following sections:

Purpose
Components

I. PURPOSE

You can use this dashboard for high-level strategic analysis and performance comparison by:

Monitoring key business metrics across the entire organization.
Comparing fulfillment efficiency between different fulfillment centers and accounts.
Analyzing backorder trends to identify recurring issues.

The table below summarizes its key aspects:

	ORGANIZATIONAL INSIGHT
PRIMARY FOCUS	Overall business and operational health monitoring.
BST FOR	Strategic decision-making and cross-organizational performance analysis.
HIGHLIGHTED METRICS	Average Order Value Fulfillment Time Backorder Rates Order Accuracy
TYPICAL QUESTIONS	Which fulfillment center is the most efficient? How does our order accuracy vary by account? What are the main items on backorder across the entire organization?
TYPICAL USERS	Executives Operations Managers Financial Managers

II. COMPONENTS

Key components:

A. Embedded Filters: Filter by Account Name, Fulfillment Center, Date Range, or a combination.

B. Summary: Displays Key Performance Indicators (KPIs) for the organization. This section includes:

Average Order Value: The total revenue (subtotal) divided by the total number of orders (excluding Draft or Canceled statuses).
Cost of Shipment vs Value of Order: The total shipping cost (order charge) divided by the total revenue (subtotal).
Average Fulfillment Time: The average time (in hours) between an order's creation date and its 'Shipped' status date.
Order Accuracy Rate: The percentage of orders with a "Shipped" status compared to the total orders (those "Shipped" plus "Short Shipped").

C. Account Value and Accuracy: Visualizations focused on Account-specific metrics. This section includes:

Average Order Value by Account: The total revenue (subtotal) divided by the total number of orders (excluding Draft/Canceled) for each specific account.
Order Accuracy Rate by Account: The percentage of 'Shipped' orders compared to the total ('Shipped' + 'Short Shipped') for each specific account.

D. Fulfillment Performance: A set of charts focused on fulfillment speed. This section includes:

Average Fulfillment Time by Account: The average fulfillment time (in hours) grouped by account.
Avg. Fulfillment Time (hr) by Fulfillment Center: The average fulfillment time (in hours) grouped by fulfillment center.
Fulfillment Time Distribution: A count of orders grouped by the number of days taken to fulfill.
Fulfillment Time Distribution by Account: The same fulfillment time distribution, but also segmented by account.

E. Backorder Analysis: Provides insights into backordered items. This section includes:

Backorder Order Lines %: The percentage of total order lines that currently have a 'Backorder' status.
Backorder Order Lines ($): The total revenue (subtotal) of all order lines that currently have a 'Backorder' status.
Top-25 Backorder Items Last Month: A table of SKUs ranked by the highest quantity on backorder, based on orders from the previous full month.
Top-25 Backorder Items Last 3 Months: A table of items ranked by backorder status, based on orders from the last three months (including the current month).