Analytics Dashboard

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Open Analytics

Analytics lives at Insights > Reports > Analytics Dashboard. It shares some high-level business signals with the main Dashboard, but it emphasizes trends over a date range you choose, comparisons with an earlier period, and deeper report navigation. It sits beside All Reports, Scheduled Reports, and Report Builder in the Reports section of Insights, and the Analytics Dashboard card and button on All Reports open it too. You can also reach it from the command palette navigation search.

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Before You Start

• You need View Reports to open the page.
• Creating, editing, pausing, resuming, running, or removing a scheduled report from the panel at the bottom of the page also needs Export Reports. Without it, Arcus refuses the change and shows the reason in an error message.

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Choose the Period

The controls at the top decide what every card and chart on the page covers.

1. Pick a date range: Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, Week to date, Month to date, Quarter to date, Year to date, Last calendar month, Last calendar quarter, Last calendar year, Last 12 months, or Custom range. The page opens on Last 30 days.
2. Optionally pick a comparison: No comparison, Previous period, Previous period (weekday-matched), Previous year, or Custom range.
3. Choose Monthly or Quarterly for the bookings chart.
4. Turn on Include history to add imported historical orders. When it is off, the page title reads Analytics (live business only). Arcus remembers this switch in your browser for each entity.
5. Use Refresh to reload the figures.

The line under the controls shows the dates covered and, with a comparison, the comparison dates. A Partial period badge appears when the range is still in progress, such as Month to date, to warn that a comparison may be misleading. The address bar keeps your range, comparison, and granularity, so a copied link opens the same view.

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What Each Section Means

Every card states its basis in the line under its value, so bookings and recognized revenue are never confused.

• Gross Bookings: the value of confirmed orders in the period, including tax. Drafts are excluded.
• Bookings Net of Tax: the same bookings with tax removed.
• Recognized Revenue: revenue recognized in the period, excluding tax. Hover the caption for when the figure was last refreshed.
• Orders: the number of orders in the period. Click it to open Sales > Orders > All Orders filtered to the same dates.
• Avg Order Value: the average value per order in the period.
• AR Outstanding: open receivables today. Use Finance > Receivables > AR Management to work the balances.
• Draft Pipeline: the total of draft orders, shown as a count of draft orders “(not booked)”. Drafts are left out of every other figure, and this card keeps them visible.
• Gross margin: a line under the cards shows the gross margin percentage for the period, with the prior period when you chose a comparison. The line says order-time (planning) basis: it uses the cost recorded when the order was placed, so it is an estimate and it can differ from reports built on the cost of what actually shipped. For the realized answer, open Product Margin (COGS (realized) and Realized margin) or the Total Margin reports from Insights > Reports > All Reports.
• Lines without a known cost: when some product lines have no cost, an amber notice reads, for example, “3 lines without a known cost ($1,250.00 revenue) are excluded from the margin above” and says the margin is computed on the costed part of product revenue. The link in the notice opens the products list; set a unit cost on those products in Sales > Products > All Products to include them in this estimate.

With a comparison selected, each card shows its change against the comparison period. Click Gross Bookings, Bookings Net of Tax, Recognized Revenue, or Avg Order Value to open the Product Margin report for detail. The charts:

• Bookings by Period: gross bookings per month or quarter, with the comparison period beside it when you chose one. It switches from bars to a line when there are 30 or more points.
• Bookings by Channel: gross bookings by sales channel, as bars for up to six channels and as a table with order counts for more, up to twelve.
• Top 10 Products by Revenue: recognized revenue by product, excluding tax.
• AR Aging: outstanding receivables in Current, 1-30, 31-60, 61-90, 90+, and No due date buckets. The buckets add up to AR Outstanding.
• Bookings by State: the ten states with the most gross bookings. It appears only when orders carry state data.

Each chart has a Download CSV button that saves the figures behind it.

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How To Use Each KPI

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Use Operational Reports

The Operational Reports card links into more focused 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.
• Returns by Reason: which products come back and why, with units, return counts, and refund totals.
• Coupon Spend by GL Account: coupon discounts rolled up by the ledger account they posted to.
• Financial Statements: income statement, balance sheet, trial balance, and cash flow with comparison columns.

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Scheduled Reports on This Page

The Scheduled Reports panel at the bottom of the page is the same list you manage at Insights > Reports > Scheduled Reports. Use Schedule a Report to email any report on a daily, weekly, or monthly cadence, or use the row buttons to run, pause, edit, or remove a schedule. See Scheduled Reports for every field, status, and message.

• Run now emails the report immediately and shows, for example, Report sent to 3 recipients (120 rows), or Run failed with the reason.
• Pause schedule and Resume schedule show Schedule paused or Schedule resumed, or Update failed.
• Edit schedule opens Edit Scheduled Report, where saving shows Schedule updated. A new schedule shows Schedule created.
• Remove schedule asks you to confirm, then shows Schedule removed, or Delete failed.

Each of these needs Export Reports, sends email only when a report runs, and is recorded in Organization > Audit Log. Other people see the change the next time their list loads, for example after a refresh.

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Common Problems

• Failed to load analytics. Please try again.: the figures could not load. Choose Retry.
• Charts are empty: the chart says No revenue for this period, No channel-attributed revenue this period, No product sales this period, or No outstanding receivables when the entity has no matching activity in the range. Widen the range or turn on Include history.
• A value looks too high: check for one unusually large order, test data, or whether Include history is on.
• Numbers changed while I was watching: the page refreshes shortly after orders are fulfilled, cancelled, or invoiced, payments are applied, or returns are received. It waits briefly so a burst of changes causes one refresh.
• Product names are clipped: open Products or Listings Performance for product-level detail.
• Reports are unavailable: confirm your role has View Reports.

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