Understanding the Sales Insight Dashboard [Information]

Modified on Tue, 4 Nov at 8:45 AM

The Sales Insight dashboard focuses on analyzing sales performance and order trends. It helps you understand revenue drivers, Sales Channels' effectiveness, geographic order distribution, and how fulfillment operations support sales. 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

Use this dashboard for sales analysis and strategic planning by:

Analyzing order values across different sales channels.
Visualizing the geographic concentration of your orders.
Monitoring backorder trends and their potential impact on sales.
Correlating fulfillment performance with sales outcomes.

The table below summarizes its key aspects:

	SALES INSIGHT
PRIMARY FOCUS	Sales performance and order trend analysis.
BST FOR	Understanding sales patterns, channel effectiveness, and geographic distribution.
HIGHLIGHTED METRICS	Average Order Value Order Geographic Distribution Backorders
TYPICAL QUESTIONS	Which sales channel generates the highest order value? Where are most of our customers located? Which products are most frequently on backorder?
TYPICAL USERS	Sales Managers Executives Marketing Teams

II. COMPONENTS

Key components:

A. Embedded Filters: Filter by Account Name, 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. Sales Performance Analysis: A chart displaying the average order value (total revenue divided by total orders) grouped by sales channel.

D. Order Distribution and Fulfillment: Visualizations showing where orders originate and how they are fulfilled. This section includes:

Avg. Fulfillment Time (hr) by Fulfillment Center: The average fulfillment time (in hours) grouped by fulfillment center.
Order Distribution (Map): A map visualizing order distribution density by state/province.
Order Distribution by Fulfillment Center: A chart showing the total number of orders processed by each fulfillment center.

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 'BackDorder' 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).