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Order Entry

The Order Entry Dashboard provides a detailed view of order transactions, including sales, shipments, and returns. It helps businesses track customer purchases, monitor item performance, and analyze revenue trends.

Key Metrics at a Glance:​

The following KPIs are available for (Order, Sales, Shipped, Returned)​

  • Quantity: The quantity order, return, shipped, returned.
  • Base Currency Total: The total revenue generated.
  • Base Currency Cost: The total cost associated.
  • Base Currency Margin: The difference between revenue and cost.
  • Base Currency Margin %: The profitability percentage of transactions.

Visual Components:​

  • Top 10 Customers by Invoice Total: A bar chart ranking customers based on total invoice amounts.
  • Top 10 Items Ordered: Highlights the most frequently ordered products.
  • Sales Summary by Period: A combined bar and line chart showing revenue, cost, and profit margin trends over time.

Benefits of this Dashboard:​

  • Customer Purchase Analysis: Identifies top customers and helps tailor sales strategies.
  • Product Performance Tracking: Highlights the most and least popular products.
  • Sales Trend Monitoring: Helps businesses understand revenue patterns over different periods.
  • Profitability Insights: Tracks margins to optimize pricing and cost control.
  • Improved Decision-Making: Provides a clear view of order flow to enhance operational efficiency.

Filtering​

You can filter the dashboards using these filtering panels:

  • Company
  • Year
  • Location
  • Customer
  • Customer Type