Widgets

This section describes the widgets displayed in the dashboard.

Customer Scorecard Report

This widget displays customer KPIs in a tabular format. This widget consists of a rank column that displays the rank of the customer as per their net sales value.

Sales Trend

This widget displays the trend of actual net sales. The trend is displayed in a line chart format and categorized by month.

YTD Sales by Product Category

This widget displays the trend of net sales for every product category. The trend is displayed in a line chart format and categorized by month.

Sales Margin by Customer

This widget displays the sales KPIs in a tabular format. This widget displays the monthly gross margin value for every customer.

YTD Vs LYTD Sales

This widget displays the trend comparison of net sales for the current year and previous year. The trend is displayed in a line chart format and categorized by month.

Sales By Customer Scatter

This widget displays the distribution of customer based on the profit and cost of the customer. The distribution is displayed in a scatter plot format.

Customers Not Ordering in Last X Months

This widget displays the list of customers that have not placed an order for a very long period. The widget consists of Last Order Date column that displays the last date on which an order was placed by the customer.

Average Order Processing Time

This widget displays the average number of days taken to process an order for the customer. This widget consists of Order Lines column that displays the number of order lines for each customer that are used to calculate the average time.

Orders Pending Credit Hold

This widget displays the details related to the customer orders that are on hold due to credit related issues.

These columns are displayed in the widget:

Site: The enterprise location of the customer order.
Customer: The name of the customer.
Customer Order: The customer order number that is on hold.
Order Date: The date on which the customer order is created.
Credit Hold Date: The date on which the customer order is set to hold.
Credit hold Reason: The code corresponding to the reason for which the customer order is set to hold.
Credit Hold User: The name of the user that set the customer order status to hold.