Case study: create a sales dashboard

This article is a step by step guide to creating a sales dashboard.

The sales dashboard created will display:

  • the cost of sales by channel
  • the cost of sales by lead source
  • the volume of items sold per channel
  • the volume of items sold per lead source

Additionally, it will only look at orders which were invoiced and created in the last 90 days.

Create a new dashboard

To create a new dashboard, navigate to "Dashboards" and choose either "My dashboards" or "List dashboards":

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Click the "Create new" button on the top right-hand side:

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A modal window will pop up. In the window, enter a name and description for the dashboard.

You can also assign the dashboard to users, and allow staff members to view the dashboard.

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Click "Next".

You'll be asked whether you want your dashboard to use two columns or three.

For the purposes of this dashboard, select two, then click "Save" to create the dashboard.

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Add widgets

After creating your dashboard, you will be directed to the dashboard edit page. From there, click either of the "add widget" buttons to bring up the widget browser.

You can search widgets by name and description to quickly find the ones relevant to your needs.

For this dashboard, choose "Sales cost by channel" and "Sales items by channels".

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"Sales cost by channels" displays the cost of all your sales (excluding those in the "Cancelled" status), broken down by channels.

"Sales items by channels" shows the number of products on those orders.

Filter a widget

At this stage, you might want to filter the sales your widgets report on. By clicking on a widget's configuration icon (Screenshot_2019-06-10_at_15.47.32.png) you can access a widget's filter screen.

This screen displays all available filters along with a live preview of the widget. You can also access the dashboards filters from this screen, allowing you to make adjustments to those if needed.

Here, click on the configuration icon next to one of the widgets.

Navigate to the order filters, then set the "Invoiced" option to "Yes". Click "Done" to save your changes.

Repeat the process for the second widget.

Navigate
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Clone a widget

When you create a dashboard, you might find you want multiple widgets with the same base data but slightly different settings.

For example, you might want separate widgets for different date ranges or statuses.

To do this, you can clone widgets to avoid keying all other filters again.

To clone a widget, click the clone icon (mceclip1.png).

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For this dashboard, clone both widgets and drag each copy so it sits beside the original.

Click the configuration icon next to one of the cloned widgets and in the chart options, set the "Breakdown" to "Order - lead source". Leave the other filters unchanged, but rename it by replacing "by channel" with "by lead source". Click "Done" to save your changes.

Repeat this process for the second widget.

Now you'll have two new graphs displaying the same data but broken down by lead source.

Save the dashboard to keep your changes.

Change dashboard filters

Finally, click "Show filter" on the dashboard and change the intervals to read:

  • Date range: Last 90 days
  • Increment: 1
  • Time unit: Weeks

Then press "Filter" to apply your changes.

You can also create a preset to easily apply the filters.

If you have a lot of channels, you can choose the relevant ones for you in "Channels".

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Congratulations - you've just created your first dashboard!

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