Using the Order Management Dashboard

Note:

To use this dashboard, your version of Order and Inventory Management must be Fall 2021 or later.

The Order Management dashboard provides you with key information about your sales orders within a given context. The dashboard works best when it is embedded in a Lightning page. If you use the engagement functionality, you can access the dashboard from the Order Management tab of an engagement record. In that case, the dashboard displays data for the sales orders related to the engagement record. Depending on how your org is set up, the dashboard might also be available on other pages.

This dashboard enables you to:

  • Identify the amount of revenue generated by sales orders.
  • Identify the amount of revenue generated, the amount of revenue recognized, the amount invoiced to date, the cost incurred, the cost amortized, and the profit margin achieved per sales order.
  • Identify the number of sales orders that have a specific status.
  • View additional information for each sales order and its line items.
Note:

The dashboard only displays data for sales orders whose status is not "Cancelled" and for sales order line items with the record type of "Drop Ship" or "Item".

Datasets

The Order Management dashboard displays sales order data from the Order and Inventory Management dataset and uses currency information from the Currencies dataset. For more information about the objects and fields used in the Order and Inventory Management dataset, see Order and Inventory Management Fields. For more information about the Currencies dataset, see Currencies Dataset Output Fields (Financial Analytics).

Currency Drop-Down Selector

If your org is configured to support multiple currencies, you can use the Currency drop-down selector to change the currency that the values are displayed in. You can select any of the active Salesforce currencies in your org.

If you are viewing the dashboard from the engagement record page, the values are displayed in the currency of the engagement record by default. If the dashboard contains data for multiple engagements, the values are displayed in the corporate currency by default. This might happen, for example, if you are viewing the dashboard from the account record page, Analytics Studio, or a workspace.

Recognized and Amortized Values

The amount of revenue recognized and the amount of cost amortized are displayed in the dashboard only if you use Revenue Management and your Financial Analytics app contains the Sales Order Line Item Revenue Recognized and Sales Order Line Item Cost Amortized fields in the Order and Inventory Management dataset. Otherwise, the values are not displayed in any of the charts within the dashboard. For more information about when the fields are available in the dataset, see Order and Inventory Management Fields.

Dashboard Charts

The Order Management dashboard contains the following charts.

Note:

If you are viewing the dashboard from an engagement record page, the charts display only the data for sales orders related to the engagement.

Order Management Charts

Chart

Type

Description
Order Management Revenue Donut

Enables you to view the portion that each sales order contributes towards the amount of revenue generated by order management.

You can hover over a slice to view the percentage that a particular sales order contributes towards the order management revenue amount.

You can also click a slice of the chart to highlight a sales order. The remaining charts on the dashboard refresh automatically to display only the data for the selected sales order.
By Measure Stacked bar

If it is not already displayed, you can access the stacked bar chart by clicking By Measure.

The chart enables you to view the cumulative revenue, invoiced, cost, margin, revenue recognized, and cost amortized amounts across all sales orders.

Each sales order displays in a different color, enabling you to view the portion that it contributes towards the total amount for a specific measure. You can hover over a part of each bar to view the percentage that a particular sales order contributes towards the total amount for the selected measure.
By Sales Order Bar

You can access the bar chart by clicking By Sales Order.

The chart groups the revenue, invoiced, cost, margin, revenue recognized, and cost amortized measures by sales order.

Status Bar

Displays the number of sales orders that have a specific status. You can hover over each bar to view the percentage of sales orders that have a specific status.

You can also click a bar in the chart to highlight a status. The remaining charts on the dashboard refresh automatically to display only the data for sales orders with the selected status.

Note:

To provide a simpler view, the following statuses are grouped together:

  • "DS Submitted for Approval" and "Submitted for Approval" display as "Submitted for Approval"
  • "DS Approved" and "Approved" display as "Approved"
Sales Order Details Table

Provides more information about each sales order and its line items. The table is grouped by sales order.

Each table row represents a sales order line item. You can view its line number, item name, commitment and promise dates, as well as the revenue, invoiced, cost, margin, revenue recognized, and cost amortized amounts.