Primary Dashboard

Overview
The Primary Dashboard is designed to provide 'at a glance' information about the current status of your business. With 4 panels it covers sales, stock alerts, and sales levels.

Table of Contents

 Top Ordered Products

The Top Ordered Products section of the Primary Dashboard screen shows you what Linked Order Items have been ordered the most within a given time range. The selection criteria for this data can be changed, and is displayed in both a chart and a table.

  1. Use the first drop down menu to display either top ordered products by Quantity, or by Turnover
  2. Use the second drop down menu to filter orders either by ActiveProcessed or a combination of both
  3. Use the third drop down menu to select your date range
  4. The horizontal scroll bar can be used to change the chart's viewing range

Selection Criteria

Linnworks will select the items to be included in the report based on the following criteria

Parameters - settings to be applied by user prior to generating report

  • Query Type = Choose between Top orders by Quantity or Turnover
  • Order Status = Choose to show ordered items from only Active orders, processed orders or both
  • Date Range = Choose to display sales from the last 3, 6 or 12 months

Rules - internal logic applied to extract only those records that fulfill the specified criteria

  • Order Item must be linked to a Linnworks stock item when the order was saved. Unlinked order items will be excluded from the report
  • The order item must be in an Open or Processed order and not a cancelled/deleted order

Reported Values

The following values are returned by the report

Table Values - Column names and description

  • # - Rank based on either Quantity or Turnover as selected
  • SKU - The Linnworks item number for the SKU
  • Title - Linnworks Inventory Item where linking is present, if not title supplied from the channel
  • Quantity - Number in Open Orders
  • Turnover - Order Item sold value * Quantity
  • Currency - As specified in the Order

Grouping - Items that match across the following criteria will be grouped on a single row in the report

  • Linked Linnworks stock item

Chart Values

Hovering over a point in the chart will show the following values:

  • SKU - The Linnworks item number for the SKU
  • Title - Linnworks Inventory Item where linking is present, if not title supplied from the channel
  • Either Quantity or Turnover, as selected in the dropdown menu above the chart
Turnover is displayed as a single currency as defined in Application Settings, and calculated using the current exchange rate from the European Central Bank at the time the screen was opened.

 Low Stock in Location

A stock item will appear in this table if it is reaching its minimum level, has reached its minimum level, or is below its minimum level. A stock items minimum level can be set here.

  1. Use the first drop down menu to select your location
  2. Use the second drop down menu to select the amount of products you want to show

Selection Criteria

Linnworks will select the items to be included in the report based on the following criteria

Parameters - settings to be applied by user prior to generating report

  • Location - The internal Linnworks location you wish to view items from
  • Quantity - The amount of items you wish to show in the table

Rules - internal logic applied to extract only those records that fulfill the specified criteria

  • Minimum Level + 10% of Minimum Level >= (Current stock + Stock due in - Stock reserved for current open orders)
  • Mimimum level + 10% will be rounded to the nearest unit.
  • Stock items that are Not Tracked will not be included

Reported Values

The following values are returned by the report

Values - Column names and description

  • Item Number - SKU of  Linnworks Inventory Item
  • Title - Title of Linnworks Inventory Item
  • Quantity - Current stock level in selected Location
  • Min. Level  - Linnworks Inventory Item Minimum Level
  • In Books - Quantity in Open Orders in specified Location

 Performance through time chart

The Performance through time chart summarises sales over a given time period, split into currencies.

  1. Use the drop down menu to select your date range
  2. Toggle currencies on and off

Selection Criteria

Linnworks will select the items to be included in the report based on the following criteria

Parameters - settings to be applied by user prior to generating report

  • DataGrouping - Choose whether to display data as daily totals or monthly totals
    • Data will display to the first day of the current month for monthly totals
  • DateRange - Choose to display sales from the last 3, 6 or 12 months
  • Currency - The currency saved against the order

Rules - internal logic applied to extract only those records that fulfil the specified criteria

  • The order must have been received on the channel inside the chosen date range
  • The order must be in Open or Processed orders and not cancelled/deleted
  • The order must be paid

Reported Values

The following values are returned by the report

Values - Column names and description

  • Total income per day

Grouping - Items that match across the following criteria will be grouped on a single row in the report

  • Currency

Hovering over a point in the chart will show the date for that point on the graph and the income for that day.

  • Date - The date that the data is being viewed for
  • Income - The total positive value entering the business for that day

NOTE: When choosing combined, the chart will display all values In a single currency as defined in Application Settings, and is calculated using the current exchange rate from the European Central Bank at the time the screen was opened.

 Performance Table

The performance table is a quick summary of important financial categories, such as Orders, purchases and returns

  1. Use the drop down menu to select your date range
  2. You can expand/collapse a category using the expander

Selection Criteria

Linnworks will select the items to be included in the report based on the following criteria

Parameters - settings to be applied by user prior to generating report

  • DateRange - Choose to display sales from the last 3, 6 or 12 months

Reported Values

The reported values for the performance table is split into the following categories, and each category has different rule set based on the above selection criteria

Orders Total

Linnworks will select the items to be included in the report based on the following criteria

Rules - internal logic applied to extract only those records that fulfil the specified criteria

  • Orders must have been placed on the channel within the specified date range and downloaded into Linnworks
  • Orders must be either Open or Processed and not marked as Cancelled
  • Both Paid and Unpaid orders are included
Purchase Total

Linnworks will select the items to be included in the report based on the following criteria

Rules - internal logic applied to extract only those records that fulfil the specified criteria

  • The Purchase Orders must have been placed in Linnworks within the specified date range
  • Includes Open, Pending and Delivered Purchase Orders
Returns Refunds

Linnworks will select the items to be included in the report based on the following criteria

Rules - internal logic applied to extract only those records that fulfil the specified criteria

  • The Refunds must have been actioned in Linnworks within the specified date range
  • Includes only actioned refunds