Dashboard

Summary

The dashboard is the first screen that users will see when they log in to IXO Commerce. This shows essential summaries of several reports and various other elements to present a snapshot of the business as it pertains to their role, along with shortcuts to key actions.

Dashboard Blocks

Your Dashboard is made up of a variety of widgets; this view is unique to each User based on their permissions. The Dashboard can be rearranged or individual widgets can be hidden as desired.

There is a 'reset dashboard' button at the bottom of the screen.

Widget visibility is controlled via user permissions on the Update User screen.

Baskets

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This will display the number of active eCommerce baskets on your website, along with a filtered clickthrough.

A conversion rate will also display if the user is enabled for image.png

The conversion rate is calculated as a percentage of converted Sales Orders with the Source of 'WEBSITE' (e.g. converted orders vs abandoned orders).

Tasks

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This will show the total number of outstanding Tasks both companywide and for the current user, along with filtered click throughs. 

Bandwidth

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Displays your Bandwidth allowance, along with your usage so far this month compared to last month. 

If your Bandwidth is consistently higher that your allowance, Iconography will be in touch to discuss increasing your allowance; if it is consistently over 100GB a month, we will mandate a dedicated server. 

Current Order Book

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This will display the total value of all (unexpired) Quotes. It also showsthe total value of open Sales Orders, along with a breakdown of current payments and outstanding balances against those Sales Orders.

This will be broken down by Store. 

Last 12 Months/Average Order Value

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Last 12 Months

This will show year on year sales performance for the last 12 months.

Average Order Value

This will show year on year average order value for the last 12 months.

Last 30 Days

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This will show year on year sales performance for the last 30 days.

Orders

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This displays orders which require action; each section is a link to process the highlighted Sales Orders. 

Products

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This can be used to get a snapshot of your Products; it will also provide you with pre-filtered links to allow swift management of Products.

Purchase Orders

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This will display essential information about your Purchase Orders, along with quick links for immediate action as required. 

Recent Best Sellers

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Displays your recent Best Sellers.

Returns

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This will display essential information about your Returns, along with quick links for immediate action as required. 

Sales

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How to Reset the Dashboard

The dashboard can be reset quickly using the following steps.

1. Navigate to your CMS.
2. Click the "Dashboard" icon in the navigation bar.
3. Scroll to the very bottom of the page and click "Reset dashboard layout".

How to Rearrange the Dashboard

The dashboard utilises a simple drag and drop system to rearrange tiles on the dashboard screen. Moving a tile will pin it in position without the need to save, and you can rearrange all tiles to suit your needs.

1. Navigate to your CMS.
2. Click the "Dashboard" icon on the top navigation bar.
3. Simply click and hold the tile that you wish to move, and drag it to a new location. In this case, we are moving the "Last 30 Days" tile.
4. This has been moved below both the "Orders" and "Baskets" tiles.