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Dashboard reference

Every tile and widget you can put on the dashboard, and what it shows. The first part covers the sections a new dashboard starts with. The second part lists every widget in the picker, grouped the way the picker groups them. To add, arrange, or remove widgets, see Customize your dashboard.

Financial widgets

A widget marked Financial shows revenue, cost, profit, or other money figures. It needs the Financials → List permission, whatever category it sits in. Without that permission it doesn't appear in the picker or on your dashboard, and the picker shows a note saying money widgets are hidden and why.

A few sections keep their counts for everyone and hide only the money. Without Financials → List, the inbound value on POs Arriving This Week and the dollar lines in Needs Attention (the total loss across margin alerts and the amount unpaid past its due date) read Amount hidden — needs the "Financials → List" permission.

Sections on a new dashboard​

A new dashboard starts with these eight sections. Which ones appear, and the default period, are also set in Settings → Dashboard → Display Settings.

Operational KPIs​

TileMeasures
Low Stock ItemsProducts with fewer than your Low Stock Threshold days of supply, the count flagged as critically low.
Active BackordersOrders with backordered lines, and the total units backordered.
Unfulfilled OrdersOrders still awaiting fulfillment, with how many are past their ship-by date.
POs Arriving This WeekPurchase orders due to arrive this week, and their inbound value.
Invoices Due / OverdueSupplier invoices due soon or already overdue.

Financial summary​

Calculated over the selected period (30 days by default).

TileMeasures
RevenueSales revenue in the period.
CostCost of goods sold in the period.
ProfitRevenue minus cost.
OrdersNumber of orders in the period.

Other default sections​

SectionShows
Revenue ChartA daily time series of Sales or Profit over 7, 30, or 90 days.
Needs AttentionActionable exceptions, such as overdue POs and orders with unallocated lines, each linking to the record.
Period SummariesToday, Yesterday, Last 7 Days, Month to Date, Last 31 Days, and Last 90 Days, each with the change against the prior period.
Top ProductsYour best-selling products by the default metric.
Inventory HealthInventory aging and value at risk.
Financial AlertsOrder lines that sold at a loss or a thin margin.

Every widget in the picker​

The picker lists more than 100 widgets. Widgets that cover a time window show it on the widget, for example Last 30 days, and compare against the same length of time just before it where they show a change. Click any widget in the picker to see a live preview built from your own data before you add it.

The widget picker with its categories down the left

Sales & Orders​

WidgetShowsFinancial
Revenue (period)Total revenue for the window, with the change from the window before.Yes
Orders (period)Number of orders for the window, with the change.
Units soldUnits sold for the window, with the change.
Average order valueRevenue divided by orders for the window, with the change.Yes
Revenue trendDaily revenue and profit over the window.Yes
Period summariesRevenue for Today, Yesterday, 7D, MTD, 31D, and 90D, each with its change.Yes
Sales by channelHow revenue splits across your sales channels.Yes
Sales by sub-channelHow revenue splits across sub-channels, such as a marketplace's fulfillment types or a store's web and point-of-sale orders.Yes
Orders by statusActive sales orders, split by order status.
Orders by fulfillment statusActive sales orders, split by fulfillment status.
Orders by payment statusActive sales orders, split by payment status.
Unfulfilled ordersOpen orders that are unfulfilled or partly fulfilled.
Past ship-by-date ordersOpen, unfulfilled orders whose ship-by date has passed.
Active backordersSales order lines waiting on stock that hasn't been received yet.
Releasable backordersBackorders whose stock is already on hand in the warehouse they're assigned to, so they can be released now.
Orders with unallocated linesActive orders with lines still waiting for stock to be allocated.
Ship-by scheduleProducts due to ship, grouped by ship-by date.
Release scheduleHeld orders, grouped by the date they become shippable.
Top products by salesYour highest-revenue products, ranked.Yes
Sales-order line financialsThe most recent sales order lines with their order, product, revenue, and profit.Yes
Draft / open / reserved ordersHow many sales orders are draft, open, and reserved.

Inventory & Stock​

WidgetShowsFinancial
Low stock itemsProducts at or below their reorder point, with how many are critically low.
Critically low stockProducts below your days-of-supply threshold, the most urgent to replenish.
Realtime inventory summaryUnits available, allocated, on hold, in transit, and inbound, right now.
Inventory by channelFor every sales channel, the quantity SKU.io holds against the quantity the channel shows, so differences stand out.
Inventory valuationThe total value of stock on hand, with the unit count.Yes
Inventory aging summaryValue at risk, average age, and how many products are slow-moving or dead stock.Yes
Aging distributionInventory value by age bracket, from 0–30 days to 365+ days.Yes
Aging trendTotal inventory value over the last 12 months.Yes
Top aged productsAged products ranked by the value at risk, with their age.Yes
Dead stock valueThe value of products with stock on hand but no recent sales or use.Yes
Overstock valueThe value of stock held above target levels.Yes
ABC classification breakdownHow many products fall into each ABC band (A, B, C).
Days of stockAverage days of stock on hand across selling products, with how many are at risk.
Near-expiry valueThe value of stock approaching its expiry date, with the number of lots.Yes
Fulfillment debtUnits owed to orders that already shipped before stock was available, and the lines affected.
Allocated unitsUnits currently allocated to open sales orders.
Stock movementsThe latest inventory movements: receipts, adjustments, transfers, and fulfillments.
Transfers in progressWarehouse transfers that are open, shipped or awaiting receipt.
Inventory HealthOne of the sections on a new dashboard (see above).

Purchasing & Suppliers​

WidgetShowsFinancial
POs arriving this weekOpen purchase orders due this week, with their inbound value.Yes
Overdue POsOpen purchase orders past their estimated delivery date.
POs by receipt statusOpen purchase orders split by receipt status: unreceived, partly received, received.
PO cash-flow scheduleExpected purchasing payments, week by week, over the coming months.Yes
AP dueSupplier invoices and bills that are overdue against those due soon.
Supplier payables agingWhat you owe suppliers, by age: current, 1–30, 31–60, 61–90, and 90+ days.Yes
Accrued purchases (GINR)The value suppliers have invoiced that you haven't received into stock yet (goods invoiced, not received).Yes
Supplier lead-time coverageHow many supplier products have a measured lead time, out of the total.
Purchase spend by periodPurchase order spend by month over the last year.Yes
Supplier leaderboardYour top suppliers by purchase spend over the last 12 months.Yes
Supplier purchase targetsTarget against actual purchase spend for each supplier this year.Yes

Fulfillment & Shipping​

WidgetShowsFinancial
Fulfillment orders by statusFulfillment orders split by status: open, closed, cancelled.
Recent shipmentsThe latest shipments, with their status and tracking.
Awaiting tracking / pickupActive orders waiting for a tracking number, against those waiting for the customer to pick up.
Fulfillment debt linesSales order lines whose sales-channel stock is out of step after shipping before stock was available.
Merged shipmentsHow many shipments combined several orders into one.

Financials & Profitability​

WidgetShowsFinancial
Revenue, cost, profit & marginRevenue, cost, profit, and margin totals for the window.Yes
Daily financial trendDaily revenue and profit over the window.Yes
Gross margin %Gross margin for the period, against a target.Yes
Cost of goods soldTotal cost of goods sold, from your accounting, for the window.Yes
Income statementIncome statement account totals for the window.Yes
Balance sheetAsset, liability, and equity totals as of today.Yes
Contribution margin by brandContribution in dollars for each brand over the window.Yes
Products losing moneyProducts whose contribution is negative after their share of costs.Yes
Financial alertsLoss and margin-risk alerts, grouped by alert type.Yes
Sales tax liabilityThe net sales tax you owe for the window.Yes
Supplier IRR leaderboardSuppliers ranked by the yearly return on the money you have tied up with them (IRR).Yes
Financial Summary, Revenue Chart, Period Summaries, Financial AlertsSections on a new dashboard (see above).Yes

Forecasting & Demand​

WidgetShowsFinancial
Forecast schedule healthEnabled forecast schedules, runs this week, success rate, and purchase orders created.
Recent forecast runsThe latest manual and scheduled forecast runs, with status and outcome.
Forecast schedules due todayHow many forecast schedules run today.
Stockout riskProducts at risk of running out, and the revenue at stake.Yes
Days of stock & dead stockAverage days of stock, plus the value in dead stock and overstock.Yes
Manufacturing demand suggestionsThe latest suggestions for what to build next, based on demand.

Products & Catalog​

WidgetShowsFinancial
Top products by revenueBest-selling products by sales revenue over the last 12 months.Yes
Product analytics overviewRevenue, units sold, profit, margin, and active products.Yes
Catalog data healthProducts missing images, cost, brand, supplier, or pricing.
Broken product imagesHow many product images the image check found broken.
SKU COGS healthHow much each product's unit cost varies on average, a sign of costs that may be wrong.Yes
Top brands by revenueBrands by sales revenue over the last 12 months.Yes
Top ProductsOne of the sections on a new dashboard (see above).Yes
Discontinued stock valueStock value and units left on discontinued products, with the change against 30 days ago. See Lifecycle.Yes
Sell-through at riskPhasing-out and discontinued products projected to miss their clearance target, or with no sales in 30 days. See Work the Lifecycle workspace.
Phasing out this monthPhasing-out products that become Discontinued this month, with their discontinue date and stock on hand. See Phase out with a final buy.

Channels & Integrations​

WidgetShowsFinancial
Integration sync statusYour connected apps, split by whether syncing is on or off.
Revenue by sales channelRevenue from your top-performing sales channels.Yes
Channel healthThe weakest Amazon and Walmart seller-performance measure for each account and marketplace, breached and at-risk first.
Amazon seller feedbackUnanswered comments, star-only ratings, and marketplaces above Amazon's order defect target.

Operations & Activity​

WidgetShowsFinancial
Needs attentionAlerts that need action: stockouts, orders past their ship-by date, overdue POs, and more.
Operational KPIsLow stock, backorders, unfulfilled orders, POs arriving, and supplier invoices due.
Unread alertsYour unread notifications, with how many are high priority.
Recent activityThe latest entries from your activity log.
Background jobsYour running and recently finished background jobs, with live progress.
Scheduled reportsYour active scheduled reports and when each runs next.
Manufacturing summaryActive manufacturing orders: late, scheduled this week, and not yet scheduled.
MO status breakdownManufacturing orders split by status: draft, confirmed, in progress, completed.
Returns summaryReturned units, number of RMAs, return rate, and value recovered.Yes
Returns by reasonReturned units split by return reason.
Returns by dispositionReturned units split by what happened to them, such as restocked or discarded.
Returns trendReturned units over time.
Setup progressHow far your account is through the setup guide.
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