Marketplace - Order Cycle & Fulfillment

The Order Cycle and Fulfillment dashboard is a combination of widgets: Key Performance Indicators (KPIs), focused metric tables and graphic displays of your data, any data tables 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 order cycle & fulfillment performance, and also a tool for informing other operational factors such as shipping options and labor allocations.

Note that this dashboard reflects your metrics for orders that have been assigned shipping information.

You will see a link to this document in the heading of the dashboard, click on Dashboard Help to access the document.

KPIs

At the top of the dashboard, a selection of KPIs appear in two rows.  You control the date ranges for these KPIs with the Review Date and Comp Date filters on the dashboard. 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.

Note that the Batch Creation Date filter is used for the Order Fulfillment sectoin of the dashboard.

Focused Metrics

There is a mini data table on the dashboard. The focus area displays data for metrics specific to delivery mail class options.  If you hover to the right of the field names, you will see an arrow that allows an ascending/descending sort. Naturally you'll want to understand how long it takes to process orders - be sure to also understand the volumes per mail class. You may see that certain options are used with far less frequency than others - dig into this to determine if you might eliminate the option. You might also find that a costly shipping option with high volumes can be replaced with a similar service that can save on your expenses. 

Graphic Displays

The graphics display key metrics on picking, shipping and delivery timeframes as well as mail class distributions. You will want to use this information along with your knowlege of your labor force and delivery carriers to set goals for improvement, or perhaps simply cheer on the crew for being so awesome!

A quick glance will tell you the percentage of orders that ship within 24 hours, between 24-48 hours and more than 48 hours. What are your operational goals for each grouping? You will want to dig into more details on this dashboard to discover areas of opportunity. Maybe you made an operational change inthe past quarter - how do the results compare with the previous quarter? Did you reach your goal?

On the second graphic, you will be able to quickly identify the outliers in your last 2 weeks process. Note that you can click on the legends to toggle each metric on and off - this can bring the graphic into sharper focus.  What are the patterns here? Are your curbside and same day delivery performance in line with your customer service standards? Do you notice that certain weekdays show exceptions? Perhaps your staffing could be allocated differently to improve performance.

The Order Fulfillment section of the dashboard begins with a selection of KPIs indicating some of your efficiency metrics. Note that this section of the dashboard will respond to the Batch Creation Date filter, and not the Review and Comp Date filters. Note that all marketplaces are represented in this section, including the Items not Picked graphic, regardless of the Marketplace filter on the dashboard.

You will see an Item Pick Success Rate, which represents the # of items picked as a percentage of the # of attempted picks. For example, if an order has 5 items and 4 of them are picked in the initial batch cycle, the success rate for that cycle is 80%. What are your operational goals for this metric? As you know, there are operational costs associated when items cannot be found, and sometimes that can cause an order to ship late. You will want to underatand where in the pick process there are hiccups, and then of course resolve them and track the success.

Below these KPIs is a chart that shows the volume of items that were not picked, and not picked / cancelled. You can switch dimensions to see this data in different category levels, and by using the dashboard filters start to discover where your operation might have some areas of improvement. Once you identify the items where volumes not picked are high, you can begin to study the operation to discover and resolve any issues. Items that are not picked / cancelled are often missed opportunities of sales with customers - you will want to resolve these issues quickly.

Note that on some KPIs, there is an info icon where you can quickly see the definition of the metric.  This is included where they metric might not be obvious to all users, for example with the "Item Pick Success Rate" metrics. Hover over the info icon to see the definitions.