Review the KPI Dashboard

KPIs are key performance indicators for your customer sales. On the Dashboard, get an overview of the following:

• Open Orders: All open orders for all of your customers.
• In Billing Orders: All orders in billing, but not shipped.
• Back Orders: Orders for merchandise not in stock.
• Quotes: All quotes generated for all of your customers.

1. To view the Dashboard, Log in to MobiOrder.
2. On the My Account menu, click Dashboard.

   

3. On the Dashboard that appears, expand Sales and then click each KPI that you want to add to the Dashboard.

   

4. Review summary information for each KPI:

   

   • Items: Number of products backordered (Back Orders Grid only).
   • Orders: Number of orders placed.
   • Mdse: The retail cost of the ordered merchandise (what you were or will be paid).
   • Cost: Your cost for the ordered merchandise.
   • Profit: The profit dollar amount.
   • GP: The gross profit percent.
5. Rearrange, zoom, refresh, or delete a grid:

   • To rearrange the KPI grids, click and drag to a new location.
   • To remove a grid, click .
   • To zoom in, click .
   • To refresh the data in a grid, click .
6. To get more details on any of the KPIs, click the View Details button. See Drill into KPI details on orders or quotes.