Understanding the Sales Insight Dashboard [Information]

Modified on Mon, 15 Sep at 1:56 PM

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) including Average Order Value, Cost of Shipment vs Value of Order, Average Fulfillment Time, and Order Accuracy Rate.

C. Sales Performance Analysis: A chart that breaks down the Average Order Value by Sales Channel, allowing you to identify the most valuable channels.

D. Order Distribution and Fulfillment: A set of visualizations showing the geographic concentration of orders on a map and how the order volume is distributed among Fulfillment Centers. This section also includes the Average Fulfillment Time by Fulfillment Center, connecting sales distribution with operational speed.

E. Backorder Analysis: Provides insights into backordered items. It includes trend graphs showing the evolution of backorders (by percentage and value) and tables detailing the top backordered items in the last month and last 3 months.