Order related widgets

Updated

This article lists the widgets available which focus on orders. Use these widgets along with the dashboard filtering to monitor your sales and purchases.

Each widget will list the widget filters available to be used for granular filtering. Note every widget has the "Chart options" and "Intervals" filters. Learn more about widget filters here.

Invoiced sales value

This widget displays the total value of your invoiced sales, including tax.

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The widget filters are Orders, Sales and Contact filters.

Purchase value by channel

Visualize the value of your purchases broken down by channel, including tax.

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The widget filters available are the Orders, Purchases and Contact filters.

Purchase volume by channel

Visualize the number of purchases made broken down by channel.
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The widget filters available are the Orders, Purchases and Contact filters.

Sales by status

A pie chart representing your current orders statuses and the number of orders in each of these.

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The widget filters are Orders, Sales and Contact filters.

Sales cost by channel

Visualize the cost of your sales broken down by channel.

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The widget filters are Orders, Sales, Contact and Product filters.

Sales gross profit by channel

Visualize the gross profit of your sales broken down by channel. The gross profit is calculated by the gross value of your sales, less tax and the cost of sales.

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The widget filters are Orders, Sales, Contact and Product filters.

Sales items by channel

Visualize the number of items sold broken down by channels.

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The widget filters are Orders, Sales, Contact and Product filters.

Sales net revenue by channel

Visualize the net revenue of your sales broken down by channel. Net revenue is calculated as total sales less tax.

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The widget filters are Orders, Sales, Contact and Product filters.

Sales value by channel

Visualize the value of your sales broken down by channel, including tax.

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The widget filters are Orders, Sales and Contact filters.

Sales volume by channel

Visualize the number of sales made broken down by channel.

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The widget filters are Orders, Sales and Contact filters.

Sales volume by employee

See the volume of your sales broken down by owner.

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The widget filters are Orders, Sales, Contact and Product filters.

Sales value by employee

See the value of your sales broken down by owner.

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The widget filters are Orders, Sales, Contact and Product filters.

Sales volume by lead source

Visualize the number of sales made broken down by lead source.

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The widget filters are Orders, Sales and Contact filters.

Sales table

The sales table lists your sales orders and credits grouped by status. Click on each status to be taken to the sales list filtered by that status.

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This widget is only filtered on the Orders filter. Note there is no intervals filter for this widget.

Weighted sales value by channel

Visualize the relative value of your sales across your channels.

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The widget filters are Orders, Sales and Contact filters.

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