The Recurring Shipments 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 customer subscription behavior, and how the metrics compare with other online sales.
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 is a mini data table on the dashboard. The focus area displays data for sales dollars and average orders and compares recurring with non-recurring activity. 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 date cells, you have the option to Drill to the next level of granularity. You can export the data in the table, 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 trends for key metrics such as sales dollars and average orders; a comparison of recurring vs. non-recurring activity is also displayed. 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. Graphics will often tell a story about your business or operations that is not obvious when looking only at metrics. Look for trends in the data, where the different metrics intersect, and which metrics seem to impact the others. 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 incentives to subscribe to recurring shipments.
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.