How to Navigate the Sales Order Dashboard

How to Navigate the Sales Order Dashboard

1. Overview

The new Sales Order Dashboard provides a centralized, real-time view of all sales order activities in ManufApp.
It eliminates the need to pull reports from multiple modules and gives teams instant access to KPIs, fulfillment status, delay analysis, and revenue trendsβ€”all in one place.

Availability: This dashboard must be enabled at the company level to appear for users.

2. What’s New

2.1 Quick SO Insights

At-a-glance metrics:

  • Order Fulfillment Rate (% fulfilled vs total orders)

  • Ready to Ship – Orders and items ready for dispatch

  • Average Delay – In days, across all orders

  • On-Time Delivery % – Percentage of orders shipped as promised

  • Total & Average Revenue – Based on shipped quantity

2.2 Status-wise Order Summary

A clear breakdown of orders by:

  • Total – All SOs in the selected range

  • Open – Pending fulfillment

  • Fulfilled – Fully shipped and closed

  • Short Closed – Closed before full fulfillment

2.3 Interactive Filters

  • Delivery Range: This Month, Last Month, Last 3M, Last 6M, Last 12M

  • Customer: Default = All, or select a specific customer for focused view

2.4 KPI Graphs & Drill-down Analysis

  • Top Items (Ordered vs Shipped)

  • Customer-wise (Ordered vs Shipped)

  • Top High-Value Items

  • Top Customers by Revenue & Order Volume

  • Customer-wise Delay Analysis



3. Key Benefits

βœ… Real-time visibility into sales performance
 βœ… Faster identification of delays and fulfillment gaps
 βœ… Insight into customer and product trends
 βœ… Data-driven decision-making to boost revenue and satisfaction

4. Access Path

Navigation: Dashboards β†’ Sales Order Dashboard

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