Orders Dashboard

Overview

This report is focused on giving you an overview of all orders placed in the system with a breakdown of internal statuses such as Order Status (Cancelled, Processed, Pending), Ship Status, and Profit Status (Actual or Estimated). The Profit column data displayed is based on the Profit Status which shows either an actual or estimated profit. The Profit Status is based on a combination of Payment and Ship Status. In contrast to the Sales reports, which deal with shipped orders only, the Orders reports include both unshipped and shipped orders.

For answers to general questions about using Sellercloud’s Financial Reporting Suite, see the Reports FAQs.

Orders Dashboard

To access Orders Dashboard, go to Reports > Orders > Orders Dashboard.

Orders dashboard

The dashboard can be filtered by date range, and by Company, Company Groups, and Channel. You can also filter by Ship date or Order date. The filter options control the data displayed on all sections of the Dashboard. To use the filter options:

  1. Go to Reports > Orders > Orders Dashboard > Click on Custom Filter in the top right corner.
  2. Choose your filters > Click Reload.Orders report

On the Orders Dashboard, you can configure the following panels:

Panel Name

Description

Grand Total Orders & Total Profit

Shows profit per day, with total orders and total profit noted at the top. The percentage in the green or red box at the top right of the chart compares profit and loss from the selected date range to the prior identical period, e.g. – past 7 days compared to the prior 7 days. Click on the box to open a sub-dashboard that compares the profit  – total and per day – for the selected date range.

X Day – Orders By Channel

The number of orders grouped by channel and visualized in the pie chart over the date range specified.
Daily Orders Total daily average orders revenue for selected date range (Total Revenue / No. of Orders). The percentages indicate an increase or decrease in orders revenue from the previous period of a similar range. For example, if orders are calculated for 7 days, it will compare to the prior 7-day period. Click the percentage box to open a sub-dashboard that compares daily average sales.
No. of Orders The daily average number of orders in date range (No. of Orders / No. of Days). The percentages indicate an increase or decrease in No. of Orders from the previous period of a similar range. For example, if No. of Orders are calculated for 7 days, it will compare to the prior 7-day period. Click the percentage box to see a sub-dashboard that compares daily No. of Orders.
Typical Order The average revenue generated by an order in the selected date range (Daily Average Sale / Daily Average No. of Orders). The percentages indicate an increase or decrease in sales revenue from the previous period of a similar range. For example, if sales are calculated for 7 days, it will compare to the prior 7-day period. Click the percentage to open an itemized daily sales chart.
Top 5 Products by $ Shows the top five products that generated the most revenue based on sales in the selected date range
Top 5 Products by Unit Count Shows the top five products with the most sales based on sales in the selected date range.

Orders Reports

There are two order reports. Each of them offers different functionalities:

  • Orders Summary by Date Range – This report displays orders within a selected date range summarized by Channel or Company.
  • Orders Detail by Date Range – This report shows details of each order within a selected date range.

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