On Your Radar for a CSR

This widget is used to focus on addressing and managing orders that require immediate attention. The widget comprises of these matrices that display the number of related tasks:

  • Shipments past due: This matrix displays the number of orders for which, the promised date has crossed in the last seven days.
  • Orders at risk: This matrix displays the number of potential shipment delays (number of days) in the next seven days. The count is determined using Artificial Intelligence (AI).
  • Orders on hold: This matrix displays the number of orders for which the approval is pending.
  • Expiring Quotes: This matrix displays the number of orders for which:
    • The Order Type is set to Quote.
    • The Order status is set to Entered.
    • The Promised date is within the next 30 days.
    • The condition to expire is defined as Cancelled date + three days.
Note: You can click the matrix to view the data related to these tasks in the Required Actions widget.