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Dashboard Reports

Last updated 20/05/2019

The Homepage dashboards give you an at-a-glance summary of the state of your business, from both Sales and Operations perspective. This document explains how to use the dashboards.

Overview


The Homepage dashboards are the first screen you see when you log in to Cin7. They are designed to give you a quick overview of the state of your business. There are four key sections to the homepage dashboard:

  1. Top Line Numbers - these are quick summary numbers.
  2. Connection Status - this gives an overview of all the active and inactive connections to your account.
  3. Charts - charts show a graphical representation of your data and can be configured extensively.
  4. Activity Lists - here you can see a summary of information that highlights interesting insights into your business.

Understanding the Dashboard


This section discusses each of the constituent parts of the dashboard.

Top Line Numbers

Top line numbers are designed to show a quick summary of key numbers. They can be configured in the settings, see below.

Tile Name Description
Total Sales Total Sales, by value (includes credits). The total sales top line number shows an increase or decrease in the total compared to last year, last period or budget.
Open Sales Orders Total Sales Orders, by value exclusive of tax, excluding credits and including freight.
Open Quotes Total Quotes, by value, with status set to open.
Open Purchase Orders Open Purchase Orders (by value exclusive of tax) with status set to open, including freight.
Invoiced Sales Not Fully Paid Sum of invoiced sales that are not fully paid
Open Sales Orders Not Invoiced Total value of Sales Orders that have no invoice date.
Open Purchase Orders Not Invoiced Total value of Sales Orders that have no invoice date.
Active Customers A list of customers who have at least one order in last year.
Weekly Late Shipments Count of Sales Orders dispatched within last 7 days which were delayed when compared with ETD.
Inventory Levels Total value of Stock on Hand.

Connection Status

This section shows all connections to your account, and shows the status using

Charts

Tile Name Description
Total Sales Total sales, including credits.
Sales By Channel Total sales, including credits, listed by sales channel.
Sales By Category Total sales, including credits, listed by top-level category.
Sales By Branch Total sales, including credits, listed by primary branch.
Sales By User Total sales, including credits, listed by sales rep.
Sales By Geolocation Total sales, including credits, listed by delivery country. Sales with no country will default to your account's country.
My Sales Total sales, including credits, where you are assigned as sales rep.
Current Branch Sales Total sales, including credits, for the current branch. The current branch is the main branch or your last selected branch.

Activity Lists

Activity lists, when expanded, show the first 50 of the data they represent.

Tile Name Description
My Latest Transactions Transactions that you have made in the last 30 days.
Latest Purchase Orders Purchase Orders made in the last 30 days.
Latest Quotes Quotes made in the last 30 days.
My Overdue Quotes Quotes you have created that have expired in the last 30 days.
Latest Sales Orders Sales Orders made in the last 30 days.
Latest B2B Orders Sales Orders created through your B2B Site, made in the last 30 days.
Orders Exceeding ETD Orders that are not dispatched where the ETD has passed.
Orders Close To ETD Orders that are not dispatched that are within 7 days of the ETD.
New EDI Orders EDI Orders that have been created within the last 30 days.
3PL Notifications Orders that are to be dispatched by a 3PL that have outstanding notifications.
EDI Notifications EDI Orders that have outstanding notifications.
Send EDI ASNs and SSCCs Labels Orders that are due ASN or SSCC labels.
Top Spending Customers Customers listed by total sales in the last 90 days (includes credits)
Customers No Longer Buying Customers that have purchased within a year, but have not purchased within 6 months.
Top Selling Products Products listed by total sales in the last 90 days (includes credits)
Under Stocked Products Products where the Stock Available is less than the Stock On Hand.
Under Stocked Components Products whose parent item has been sold in a BOM.
Over Stocked Products Products whose Stock Available is greater than total units sold over the last 3 months.
Stock Age - Stock Older than 6 Months Stock that has been on shelves for 6 months.
Stock Age - Stock Older than 9 Months Stock that has been on shelves for 9 months.
Stock Age - Stock Older than 12 Months Stock that has been on shelves for 12 months.

Dashboard Settings


Use the dashboard settings to configure the appearance of your dashboards. To access the settings for the dashboard:

  1. Whilst logged in as administrator, click the cog icon top right. You will be presented with a number of settings.
  2. Once you have made any changes, click Save Settings.

To reorganize the order of the tiles within each section, hover your mouse over the arrow buttons to the far right of each tiles definition. Drag and drop the tile to the new location.

Determining what other users see

To configure a dashboard for another user, please see Creating New Users.