Dashboard ideas
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Dashboard ideas
Ready-to-build dashboards for owners, operations, inventory, finance and marketplace teams.
Overview
Dashboard ideas are ready-to-build layouts for common roles, using only the cards and charts O2M offers.
Build one for each role
| Dashboard | Who for | Cards and charts |
|---|---|---|
| Daily business review | Owner, shared with company | Confirmed revenue (today) · Net revenue (30 days) · Average order value · Sales over time · Marketplace sales share · Top-selling products |
| Fulfilment desk | Operations team | Open orders · Open orders older than 2 days · Dispatch on time · Backorders · Orders over time (by day) |
| Stock health | Inventory manager | Out of stock · Low stock (threshold 10) · Stock-outs · Dead stock · Count accuracy · Receipts against purchase orders |
| Returns watch | Customer support | Open returns · Refunded (30 days) · Returns by marketplace · Returns where reason contains "damaged" · Claims |
| Monthly finance | Accountant, personal | Net profit by month · Profit over time · Stock value · GST payable (this month) · Refunds by marketplace |
| Marketplace manager | One per channel | Active listings · Sync errors · Confirmed revenue · Orders, all set to one marketplace |
| Brand or category view | Category managers | Any of the cards above with a condition on brand or category |
Tips
- Keep the Company overview for the numbers everyone needs, and put team-specific views in custom dashboards.
- Use a company dashboard for meetings, so everyone looks at the same numbers.
- Give cards clear names, such as *Footwear: out of stock*, when they carry conditions.
- Use Group by week or month for long date ranges, and day for the last 7 or 30 days.
- Pin the dashboard you check first every morning.
- Need the numbers as a file or by e-mail? Use the matching report in Reports with a report subscription.