Understanding the Organizational Insight Dashboard [Information]

Modified on Mon, 15 Sep at 2:16 PM

The Organizational Insight dashboard provides a holistic view of your operations, focusing on key performance indicators across different Accounts and Fulfillment centers. It helps you understand overall business health by tracking order values, fulfillment efficiency, backorders, and accuracy. This article provides detailed information on its displayed data.

NOTE: For a list of available dashboards and instructions to access them, see Insights Dashboards Master List [Guides List].

To learn how to filter, view details and export data from this dashboard, refer to: How to Use the Insights Dashboards [Guide].

This article is divided into the following sections:

Purpose
Components

I. PURPOSE

You can use this dashboard for high-level strategic analysis and performance comparison by:

Monitoring key business metrics across the entire organization.
Comparing fulfillment efficiency between different fulfillment centers and accounts.
Analyzing backorder trends to identify recurring issues.

The table below summarizes its key aspects:

	ORGANIZATIONAL INSIGHT
PRIMARY FOCUS	Overall business and operational health monitoring.
BST FOR	Strategic decision-making and cross-organizational performance analysis.
HIGHLIGHTED METRICS	Average Order Value Fulfillment Time Backorder Rates Order Accuracy
TYPICAL QUESTIONS	Which fulfillment center is the most efficient? How does our order accuracy vary by account? What are the main items on backorder across the entire organization?
TYPICAL USERS	Executives Operations Managers Financial Managers

II. COMPONENTS

Key components:

A. Embedded Filters: Filter by Account Name, Fulfillment Center, Date Range, or a combination.

B. Summary: Displays Key Performance Indicators (KPIs) including Average Order Value, Cost of Shipment vs Value of Order, Average Fulfillment Time, and Order Accuracy Rate.

C. Account Value and Accuracy: Visualizations focused on Account-specific metrics. They include a breakdown of the Average Order Value by Account and the Order Accuracy Rate by Account.

D. Fulfillment Performance: A set of charts focused on fulfillment speed. This section includes breakdowns of Average Fulfillment Time by both Account and Fulfillment Center, and visualizations of the Fulfillment Time Distribution to show how quickly orders are shipped.

E. Backorder Analysis: Provides insights into backordered items. It includes trend graphs showing the evolution of backorders (by percentage and value) and tables detailing the top backordered items in the last month and last 3 months.