Understanding the Dashboard

Admin: Corporate Admin
Page: Dashboard
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Dashboard
Permission: ViewSales()

The Dashboard provides you with a snapshot of your sales, enrollments, ranks, and other data for the selected period.

Dashboard Features

Period Selector

At the top of the dasbhoard is a period selector that allows you to view the dashboard data for 1) This Month (default), 2) This Week, or 3) Today.  Click on the desired option and the data will change to reflect the chosen period.

dashboard-period-selector.png

 

Breakdown Reports

Widgets on the dashboard that have the icon in the upper right corner have an accompanying report that will give you a breakdown of the widget data.  Click on that icon and the report will slide out from the right in a frame where you can search and sort the data.

Widget Descriptions

Each widget has a information icon next to the title.  When you hover over that icon it will explain the widget data.

Data Caching

Sales History data may be cached up to 60 minutes. All other Dashboard data may be cached up to 5 minutes.  This means that refreshing the page won't necessarily update the data.  You will need to wait for the cache to refresh.  Having the data cached allows the system to quickly load large data sets.

Currency

The sales amounts shown are in USD regardless of the inventory item currency type. The currency type is converted to USD using the Exchange Rate entered in the Currency page.  This allows you to compare all of your sales data together and view data on your business overall.

currency-exchange-rate.png

Order Data

Order data on the dashboard represent subtotals from orders. Discounts, taxes, and shipping are removed from sales totals on the dashboard. Refunds are not removed from sales totals.

Change Percentages

The change percentage, along with the green up arrow or down red arrow, gives you a quick way to see if that specific data point is trending up or down compared to the previous period.  For example, say your period is set to This Month, and today’s date is August 5th.  The change percentage compares this month's period of August 1-5 with last month's period of July 1-5 (the same elapsed time as the current period, not the entire month of July).  So, if there is positive growth (green up arrow), then that means you’re doing better in August so far than you were at this point in July.

When viewing for This Week, the change percentages compares this week with last week.  When viewing for Today, the it compares today with yesterday.

Sales Widgets

sales-tile-widgets.png

The sales widgets show your total sales combined, as well as by order type, for the selected period.  Each sales widget tells you the number/count of orders, how much money those orders are worth, as well as the change percentage.  Total Sales is a combination of Enrollment + Autoship + Standard orders, which each of those referring to the different order types that can be associated with an order.  The breakdown report will show you all of the orders that make up the sales number.

  • Total Sales - Includes all order types.
  • Enrollment Orders - Includes orders where OrderType = 3 (enrollment).
  • Autoship Orders - Includes orders where OrderType = 2 (autoship).
  • Standard Orders - Includes orders where OrderType = 1 (standard).

Read more: Understanding Order Types

Sales History

sales-history.png

This graph displays the month-to-month sales trends for the current rolling 12 months compared to the previous rolling 12 months.  Hover over the graph to see monthly totals for current and previous.

Note: You can click on an option in the key/legend to hide/show part of the data. For example, clicking on "Previous 12 Months" will hide that option from the graph and automatically adjust the graph to the remaining data set visible (Current 12 Months).

Sales History by Order Type

sales-history-by-order-type.png

This bar chart shows the month-to-month sales trends for the current rolling 12 months but breaks them down by order type.  Hover over the graph to see monthly totals by order type.

Note: You can click on an option in the key/legend to hide/show part of the data. For example, clicking on "Enrollment" and "Autoship" will hide both of those options from the graph and automatically adjust the graph to the remaining data set visible (only Standard orders).

Country Sales

country-sales.png

This widget shows the top 6 countries with the most total sales for the period selected, based on the Countries you have configured.  Included in the widget is the number of orders, total sales amount, and the percent of growth change.  The blue horizontal bar is a visual representation the amount of sales each country represents compared to the combined total.

Only the top 6 countries are shown in the widget, but you can view the full list in the breakdown report.

Product Sales

product-sales.jpg

This widget shows the top 6 products sorted by the number of SKUs sold.  Included in the widget is the number of SKUs sold, total sales amount for those SKUs sold, and the percent of growth change.  This is a total across all warehouses that sell the product.

Only the top 6 products are shown in the widget, but you can view the full list in the breakdown report.

Top Enrollers

top-enrollers.jpg

This widget shows the top 10 enrollers for each of your associate types.  Top Enrollers are determined by the number of level 1 enrollments in the Enrollment Tree.  Use the associate type drop down to change the selection.  The "Enrolled" number is how many level 1 enrollments that person has for the selected associate type in the selected period.  The number to the left of the names is their ranking in the top 10.  If users share the same ranking that means they have the same "Enrolled" number.

Only the top 10 enrollers are shown in the widget, but you can view the full list of enrollers in the breakdown report.

Average Order

avg-order.jpg

This widget shows the average order amount by order type.  Like all other data on the dashboard, the average order amount is calculated from the order subtotal, with discounts, taxes, and shipping being removed from the total. Refunds are not removed from totals.

New Associates

new-associates.jpg

This widget shows the number of new associates that have been created during the period selected, by associate type.

Rank Counts

rank-counts.jpg

This widget shows the number of associates at each rank, by rank type. Use the drop down to select the desired rank type between current, paid, and highest rank. The drop down option names may differ based on your configured nomenclature.

Note: The rank counts widget data is not affected by the period selector.

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