This dashboard was created to help track and manage key sales order fulfilment data.
It brings together important details like the total number of sales orders, their value, and a summary of open and closed sales orders. It also highlights sales order fulfilment by quantity and value.
By consolidating this information in one place, it provides sales and logistics teams with a clearer view of performance, helping to spot trends, spark conversations, and quickly address any concerns.
Note, some of the widgets have Large Number Formatting switched on. (rounded to 2 dp)
1. "Sales Orders" - Total number of Sales Orders.
2. "Sales Orders - Goods Value" - Total value of Sales Orders.
3. "Open Orders" - Total number of Sales Orders still open (i.e. with pending quantities).
4. "Balance to Invoice - Goods Value" - Toal value of goods outstanding to Invoice.
5. "Completed Orders" - Total number of completed Sales Orders.
6. "Invoiced - Goods Value" - Total value of invoiced goods.
7. "Force Closed Orders" - Total number of Force Closed Sales Orders.
8. "Force Closed Orders Value" - Total value of Force Closed Sales Order units.
9. "SO Status QTY ( >Customer >Order Number >ProductID)" - Sales order units by allocated, picked, unshipped, shipped, closed and balance status'.
10. "SO Status Value ( >Customer >Order Number >ProductID)" - Sales order values by allocated, picked, unshipped, shipped, closed and balance status.'
11. "Invoiced QTY ( >Customer >Order Number)" - Total invoiced sales order quantities per season.
12. "Invoiced - Goods Value ( >Customer >Order Number)" - Total invoiced values across all relevant invoices.
13. "Late: Quantity past 'SO Cancel' date" - Total number of Sales Orders which are pending units to ship past the Sales Order's 'Cancel Date'.
14. "DN QTY not invoiced" - Total number of DN units not yet on an invoice.
15. "Textile Content Empty" - Total number of products in which the 'Textile Content' field is empty.
16. "Open Orders" - Breakdown of open Sales Orders including the balance quantities to ship, the delivery period, the delivery start date and the delivery cancel date.
17. "MID Empty" - Total number of products in which the 'MID Code' field is empty.
18. "HTS Empty" - Total number of products in which the 'HTS Code' field is empty.
19. "Intrastat Empty" - Total number of products in which the 'Intrastat Code' field is empty.