Dashboard

The Order Intake Cockpit Dashboard provides customizable KPI cards and charts for order intake documents and the sales orders they produce.

The Dashboard summarizes order intake activity and sales orders that originate from intake.

Summary cards can include:

• Total documents - count of all order intakes

• Total orders - sales orders created from order intake

• Linked to order - share of order intakes that already have a linked sales order

• Processed share - share of order intakes that are processed or processed with error

• Needs attention - intakes with processing errors (with share of all intakes)

• Line suggestions - intakes that include suggested lines to review

Charts facilitate the identification of trends in recent data, such as document status (for example: error, completed, processed or initialization) and order status (for example: created, completed, confirmed).

Customizing the layout

Like other Emporix dashboards, the cockpit supports a customizable layout. Use Customize to change which blocks are shown and how they are arranged, then save when you are done. You can add, remove of rearrange all the widgets. When you're done choose where you want to have your changes applied:

• Save custom - Save your individual preference. The configuration is saved locally in the browser so the view is saved until you clear the cache.

• Save global - Save the configuration for the tenant. This option is available for Admin roles and it saves the config for all users of the tenant.

Order Intake Cockpit dashboard with KPI cards and charts