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 trendsโall in one place.
Availability: This dashboard must be enabled at the company level to appear for users.
2. Whatโs New
2.1 Quick SO Insights
At-a-glance metrics:
Order Fulfillment Rate (% fulfilled vs total orders)
Ready to Ship โ Orders and items ready for dispatch
Average Delay โ In days, across all orders
On-Time Delivery % โ Percentage of orders shipped as promised
Total & Average Revenue โ Based on shipped quantity
2.2 Status-wise Order Summary
A clear breakdown of orders by:
Total โ All SOs in the selected range
Open โ Pending fulfillment
Fulfilled โ Fully shipped and closed
Short Closed โ 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
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Real-time visibility into sales performance
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Faster identification of delays and fulfillment gaps
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Insight into customer and product trends
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Data-driven decision-making to boost revenue and satisfaction
4. Access Path
Navigation: Dashboards โ Sales Order Dashboard
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If you have any questions or need help, feel free to reach out.
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