Introduction
What dashboards are, the two kinds, and who can see and change them.
Overview
A dashboard is a page of metric cards and charts that shows your sales, orders, returns, stock and profit at a glance.
Why use it
- See the numbers that matter as soon as you sign in.
- Build your own views for a person, team or meeting.
- Share one dashboard so the whole company looks at the same numbers.
Two kinds of dashboards
Every company has one Company overview, the dashboard that opens when you sign in. On top of it, your team can build custom dashboards: pages of the metric cards and charts that matter to one person, team or meeting.
| Company overview | Custom dashboard | |
|---|---|---|
| What it is | The company's main dashboard, the same for everyone | A dashboard you build from scratch, with its own name |
| Who sees it | Everyone in the company | Only you, or the whole company if an admin shares it |
| Who changes it | Admins | Its owner; admins for a company dashboard |
| What it holds | Metric cards, sales chart, channel and product performance, activity | Up to 12 metric cards and 8 ready-made charts |
| How many | One | Up to 5 per company |
How a dashboard is built
Metric card
one number, such as Confirmed revenue
Settings
date range, marketplace, conditions
Show as
a number or a chart
Dashboard
saved for you or for the company
Each card and chart reads the same orders, returns, products, listings and stock as the rest of O2M, so a dashboard number always matches the page it came from. Click a card to open that list with the same filters already applied.
What you can put on a dashboard
- Orders and revenue: pending, confirmed and net revenue, orders, open and delivered orders, average order value, sales by marketplace.
- Returns: returns, open returns and money refunded.
- Products and stock: products, drafts, available units, low stock and out of stock.
- Listings: active listings and sync errors.
- Stock numbers: the headline numbers of a Stock report, such as stock-outs, backorders or count accuracy.
- Accounting measures: profit, stock value and GST figures, when your company has those modules.
Good to know Each person sees only the numbers their role allows. A shared dashboard can show a card to one person and hide it from another.