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This guide will help you navigate and understand the three main dashboards available: Forecast Dashboard, Sales Overview and Inventory Overview.
Forecast dashboard
Forecast dashboard
The Forecast Dashboard provides insights into both sales and forecasted sales, helping you predict and analyze performance.
Online orders
Online orders
This section contains a combined line and bar graph that compares the forecasted online orders, last year's online orders, and actual online orders over time.
x-axis: represents time.
y-axis: represents the quantity of sales.
Bar Graph: quantity of forecasted sales.
Green line: quantity of sales within the selected period.
Orange line: quantity of sales last year within the same period.
In-person orders
In-person orders
This section contains a combined line and bar graph that compares the forecasted in-person orders, last year's in-person sales, and actual in-person orders over time.
x-axis: represents time.
y-axis: represents the quantity of sales.
Bar Graph: quantity of forecasted sales.
Green line: quantity of sales within the selected period.
Orange line: quantity of sales last year within the same period.
Unit sales
Unit sales
This section contains a combined line and bar graph that compares the forecasted total saless, last year's total sales, and actual total sales over time.
x-axis: represents time.
y-axis: represents the quantity of sales.
Bar Graph: quantity of forecasted sales.
Green line: quantity of sales within the selected period.
Orange line: quantity of sales last year within the same period.
Running out of stock
Running out of stock
This section includes a table detailing products at risk of running out of stock. It provides a snapshot of inventory levels, demand forecasts, and necessary actions to maintain stock levels.
Product title: name of product needing restock.
Sales units: number of sales within selected time range.
Orders: quantity of online orders of product.
Current stock: current inventory.
Demand forecast 1 week: expected demand in the next week
Need: required stock amount and cost
Optimal order: suggested order amount.
Order budget: suggested order cost.
Read more about our forecasting tool here.
Overall, the dashboard offers a comprehensive view of sales forecasts, year over year actual performance to support decision-making processes.
Sales overview
Sales overview
The Sales dashboard gives us insights with a special focus on the sales
Top 10 locations
Top 10 locations
This section features a table that ranks sales locations based on net sales. Here's what each column represents:
Location: The name of the sales location.
Net Sales: Sales figures within the selected date range.
Sales week earlier: Sales figures from the week prior to the selected date range.
Sales year ago: Sales figures from the same period in the previous year.
Location sales
Location sales
In this section is a pie chart that visually represents sales by location. Each slice of the chart corresponds to a location, with larger slices indicating higher sales percentages. Hover over the graphic for more details.
Top 10 product types.
Top 10 product types.
This section contains a ranking of the sales of each product type based on net sales. It includes:
Product type: The name of the product type.
Net sales: Sales figures within the selected date range.
Sales week earlier: Sales figures from the week prior to the selected date range.
Sales year ago: Sales figures for the same period in the previous year.
Sales by product type
Sales by product type
This pie chart offers a visual representation of the top 10 product types. Hover over any slice to see the exact sales percentage for that product type.
Top 10 vendors.
Top 10 vendors.
This section ranks your vendors by net sales, providing:
Product type: The name of the product type.
Net sales: Sales figures within the selected date range.
Sales week earlier: Sales figures from the week prior to the selected date range.
Sales year ago: Sales figures for the same period in the previous year.
Sales by vendor
Sales by vendor
A pie chart in this section visualizes sales by vendor. Hover over a slice to display sales percentage of each vendor.
Sales by weekday and location
Sales by weekday and location
A heat map in this section visualizes sales by weekday and location. Hover over a slice to display values. The x-axis displays the weekday, y-axis the location and the z-axis is the sales quantity.
Sales by weekday and hour
Sales by weekday and hour
A heat map in this section visualizes sales by weekday and hour. Hover over a slice to display values. The x-axis displays the weekday, y-axis the hour of day and the z-axis is the sales quantity.
Overall, the dashboard offers a comprehensive view of sales forecasts, actual performance, and inventory management to support decision-making processes.
Inventory performance
Inventory performance
This guide will help you to understand how to use the dashboard to gain insights into your inventory data.
Inventory performance by product type
Inventory performance by product type
This section features a combined line and bar graph to analyze inventory performance by product type. Here's how to read it:
x-axis: Inventory product type.
y-axis: Value in dollars/euros (currency is automatically detected from your Shopify account).
Bar Graph: Represents the cost of unsold goods.
Red Line: Indicates total sales of the product within the selected time frame.
Green Line: Represents sales profit.
Top 10 inventory levels by product type
Top 10 inventory levels by product type
This table ranks the top 10 product types based on inventory performance, showcasing:
Product type: Inventory product type.
Average inventory cost: the average cost of inventory product type.
Line item net: Sales of product type.
Sales profit: Sales profit of product type.
Inventory performance by vendor
Inventory performance by vendor
This section features another combined line and bar graph, but this time focusing on inventory performance by vendor. Here's how to interpret it:
x-axis: Inventory vendor.
y-axis: Value in dollars/euros (currency is automatically detected from your Shopify account).
Bar Graph: Represents the cost of unsold inventory by vendor.
Red Line: Indicates total sales of products by vendor within the selected time frame.
Green Line: Represents sales profit by vendor.
Top 10 inventory levels by vendor
Top 10 inventory levels by vendor
This table ranks the top 10 product types based on inventory performance, showcasing:
Vendor: vendor.
Average inventory cost: the average cost of inventory.
Net sales: Total sales by vendor.
Sales profit: Sales profit of vendor.
Need restock
Need restock
This section uses our forecast tool to provide insights on restocking needs. It includes:
Product title: name of product needing restock.
Variant title: name of product variant.
Sales units: number of sales within selected time range.
Current stock: current inventory.
Demand forecast 1 week: expected demand in the next week
Need: required stock amount and cost
Optimal order: suggested order amount.
Order budget: suggested order cost.
Read more about our forecasting tool here.
The Inventory Performance Dashboard provides a comprehensive view of inventory performance, helping you manage your stock levels efficiently. Use these insights to optimize your inventory, increase sales and maximize profits.
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