The Geo Region Fulfillment & Sales Activity dashboard is a combination of widgets: Key Performance Indicators (KPIs), focused metric tables, graphic displays of your data, a data table that can be quickly exported to a spreadsheet for further analysis. The data displayed on the dashboard is intended to give you actionable insights into your regional shipping destinations, fulfillment locations, delivery methods, as well as customer and guest checkout habits.
You will see a link to this document in the top right corner of the dashboard, under the heading FieldStack Dashboard Intelligence Help Document.
At the top of the dashboard, a selection of KPIs appear in two rows. The top row represents the current Month to Date metrics, and the bottom row represents the metrics for the time period selected in the date filter to the right. A useful application of this section is to compare the KPIs for two time periods to gauge performance, as well as measurement for initiatives you may be testing. You can watch the top row of metrics to be sure your expected performance is on track for the month, and make adjustments as needed. As you initiate operational changes and set goals to measure success, you can use this section of the dashboard to know how the results compare with your goals and with previous results.
There are sections of these mini data tables on the dashboard. The focus areas display data for order metrics by weekday and fulfillment locations, and can be filtered by shipping method. If you hover to the right of the field names, you will see an arrow that allows an ascending/descending sort. You'll also notice when you right-click on the cells of data, you have the option to Select, and in some cases Drill to the next level of granularity. If you choose Select, the widgets in the dashboard will filter to the attribute that you chose. If you choose to Drill deeper, you will see the next level of data granularity in the data table. These data tables typically compliment graphic displays nearby on the dashboard. You can export the data in these tables, to work with it outside of the dashboard. Do this by clicking on the 3 dots at the top right corner of the widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV.
There are sections of graphic displays on the dashboard. The graphics display maps for fulfillment & shipping destinations so you can monitor and make adjustments to your operations & marketing strategies.
On maps that will auto-zoom as you filter the attributes, you have a side by side view of your fulfillment locations (red markers) and the areas where they ship orders (green and orange markers); this feature is especially useful if you have multiple warehouse locations or for local shipping considerations. The green and orange markers identify where you have single and multiple orders to the same shipping destinations, and the size of the markers indicates the average order amounts. By clicking on a specific fulfillment location on the map to the left (or using the filters on the right side of the dashboard), you will see the corresponding deliveries on the map to the right. If you have multiple fulfillment locations in the same area, you may find opportunities to consolidate. You can also click on a specific order on the map to the right and see the fulfillment location on the map to the left. A non-zoom nationwide map (blue markers) is just below and will give you perspective for larger regional views; for example, you might select a specific Mail Class and find that it is favored only in certain areas that can be serviced more efficiently with another option. There are focused metrics tables supporting these maps, for weekday distribution and same day deliveries that are serviced by multiple locations. Using these maps and the corresponding data table at the bottom of the dashboard, you might find marketing opportunities, for example, to promote a Buy Online Pickup In Store strategy to local customers.
You also have a nationwide view (blue and black markers) of how customers checkout when ordering; this can be helpful in your marketing efforts. As with the data tables, you can right-click and left-click on data points in the graphics to narrow the selection or to filter the entire dashboard. You might find opportunities to convert guest checkout customers to account login customers; and this could give you more opportunity to communicate and to reward your loyal customers.
Graphics will often tell a story about your business or operations that is not obvious when looking only at metrics. Mapping your data can quickly reveal customer habits and help you refine your delivery options. You can make more informed decisions about your business when you combine what your data is telling you with the knowledge you have about influencing factors such as promotions and shipping incentives.
Exporting the Data Table
The data table at the bottom of the dashboard is a granular listing of what is represented in the dashboard. This table will react to filters set as you are viewing the dashboard and individual widgets, so you are able to see more details about what is impacting the results. There may be times when you want to look at this data, filtered or not, in a spreadsheet or image. By left-clicking on the 3 dots at the top right corner of the table widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV. This functionality allows you to shape and model your data for reporting, and importantly to inform your business decisions.