March 2022 - Dashboard/Analytics Updates

Thanks for your feedback! We have some new Dashboard and Analytics updates to share.

You asked, and we listened! commonsku's Sales and Management Dashboards now include hyperlinks to your projects! We've also updated how your Invoices this month's meter looks, so you have a clear view of your progress to your targets. All of your analytics tabs now include pop-up menus so you can drill even deeper into your metrics, and managers can now pull reports by specific groups!

Check out the new take on your most requested features.

Sales and Management Dashboards

Sales Dashboard: Rep type filter

The Rep Type filter now remembers if you've selected Client or Order Rep! This means you do not need to choose your role each time you open your Dashboard. 

Changes to your Smart tiles and Action tiles

All of your smart tiles and action tiles now include hyperlinks to specific projects in their pop-up menus, making it quick and convenient to access your orders. 

Invoices this month

The Invoices this month meter's title is now above the progress bar, rather than in it, making it more straightforward for you to see what's being tracked and how you're progressing to target.

Sales, Management, and Finance Analytics

Changes to your Smart tiles and Action tiles

All of your analytics tabs now include pop-up menus for every tile that display more details about your projects and forms. These pop-ups include a hyperlinked project name/number to give quick and convenient access to your orders. 

Sales and Management Analytics

The updated Rep > Group filter on your Management Analytics tab centralizes group reporting and removes the friction of pulling individual reports per rep.

The Sales Orders in Production Reports' pop-up menu reveals which orders were booked within a given month, providing insight into big wins and potential gaps in anticipated vs. booked sales.

The Invoices vs. Target Reports' pop-up menu shows which invoices were created within a given month, including their invoice status, enabling users to catch any missed orders and keep track of invoices that need to be sent to the client, exported, or are pending payment.

The Sales Activity Reports' pop-up menu displays pre-sale forms created within a given month along with their current status, encouraging reps to grow their totals, convert their pre-sales to orders, and review cancellations.

Finance Analytics

The Invoices vs. Target Reports' pop-up menu shows which invoices were created within a given month, including their invoice status. This helps you catch any missed orders and keep track of invoices that need to be sent to the client, exported, or are pending payment.

The Top 10 Suppliers' date filter helps finance reps track their spending with top suppliers and ensure they get the best rate based on their spending.