Open Analytics
Analytics lives under Reports. It shares some high-level business signals with the main Dashboard, but it emphasizes trends, charts, and deeper report navigation.
What Each Section Means
- Total Revenue (MTD): current-month revenue signal and trend context.
- Total Orders (MTD): current-month order volume.
- Average Order Value: average value across the order population used by the dashboard data.
- Fulfillment Rate: percent of order volume that has moved through fulfillment.
- Revenue by Month: 12-month revenue trend.
- Orders by Status: all-time order status distribution.
- Top Products by Revenue: current-month product revenue ranking.
- Revenue by Channel: channel-style distribution when channel data is available.
- Daily Order Volume: recent order activity trend.
How To Use Each KPI
| KPI or chart | Good question | Where to investigate next |
|---|---|---|
| Total Revenue | Is sales volume moving the right direction? | Orders, invoices, channel report, financial reports. |
| Total Orders | Are order counts changing by day or month? | Orders list, channel settings, marketplace connectors. |
| Average Order Value | Are large orders or discounts changing the average? | Orders list, pricing rules, quotes, account pricing. |
| Fulfillment Rate | Are orders getting through warehouse work? | Fulfillment Station, shipments, backorders, failed auto-pack. |
| Top Products | Which products drive sales? | Product detail, inventory, purchasing, listings performance. |
| Revenue by Channel | Which channel needs attention? | Sales channels, marketplace connectors, listings performance. |
| Daily Order Volume | Did activity spike or drop recently? | Dashboard, orders, communications, connector logs. |
Analytics is operational
Analytics is useful for sales and operations decisions. For formal accounting statements,
use Financial Reports and period-close review.
Use Operational Reports
The bottom of Analytics links into more focused operational reports. These reports answer specific questions that the high-level charts cannot answer by themselves.- Freight Classification Audit: why an order was routed as parcel or freight.
- Listings Performance: which marketplace listings produce orders, units, and revenue.
- Shipping Margin: which packages made or lost money on shipping.
- Product Margin: which SKUs, categories, channels, or customers are driving margin.
- Credit Hold Overrides: which credit-hold blocks were pushed through and by whom.
- Delinquency Acknowledged: which orders were confirmed despite past-due customer balances.
Common Problems
- Charts are empty: the selected entity may not have enough order, revenue, or product activity yet.
- A value looks too high: check for one unusually large order, test data, or cancelled orders still included in the source scope.
- Product names are clipped: open Products or Listings Performance for product-level detail.
- Reports are unavailable: confirm the user has Reports permission and the feature is enabled for the entity.
Related Articles
Dashboard Overview
Use the main dashboard for revenue, orders, inventory, AR, fulfillment, alerts, and recent activity.
Freight Classification Audit
Review parcel versus freight decisions, matching shipping rules, pallet signals, and manual overrides.
Listings Performance
Analyze marketplace listings by channel, units sold, revenue, status, and zero-sales candidates.
Shipping Margin
Review package-level shipping margin by carrier, status, and order.
Product Margin
Review SKU, category, channel, customer, and line-level product margin.
Credit Hold Overrides
Audit credit-hold overrides by window, hold type, notification status, and operator.
Delinquency Acknowledged
Audit orders confirmed after past-due customer balances were acknowledged.
Financial Reports
Run balance sheet, profit and loss, cash flow, and operational reports.
Sales Order to Cash
Follow the full customer sale workflow from order to payment, fulfillment, invoice, deposit, and reconciliation.
Product Setup
Create physical products, services, and product records.