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Order Summary Tile
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Last modified on 2/21/2018 12:50 PM by User.

Order Summary Tile

Overview

 

An Order Summary Tile helps you keep track your sales and earnings for the current day, week, and month.

Also, you'll be able see if you're up/behind in your sales/earnings from the same time period last year.

The tile will refresh every 10 minutes to update the sales/earnings growth comparison.

 

Order Sales/Earnings Growth Comparison

Today's Order Sales/Earnings Growth Comparison

All your order sales/earnings the current day will be compared to the same day of the month and week of last year.

For instance, if today was February 13, 2018, Tuesday, your sales/earnings would be compared against February 14, 2017, Tuesday.

 

Current Week's Order Sales/Earnings Growth Comparison

*Week's start on Sunday currently; May give option between Monday and Sunday in the future;

All your order sales/earnings from Sunday until today in the current, will be compared to Sunday and today of last year.

For instance, if today was February 13, 2018, Tuesday, your sales/earnings would be compared against February 12, 2017, Sunday. through February 14, 2017, Tuesday.

 

Current Month's Order Sales/Earnings Growth Comparison

 All your order sales/earnings from the first of the month and today will compared to the first of this month through today's day of the month last year.

For instance, if today was February 13, 2018, Tuesday, your sales/earnings from February 1, 2018 - February 13, 2018 would be compared against February 1, 2017 through February 13, 2017.

 

 

Setup

Creating Order Summary Tile

The "Creating A Report Tile" page will list all the Tiles by their icon and name. Clicking on the Order Summary Tile's icon, takes you to the Order Summary Tile's Creation Dialog.

 

Order Summary Creation Dialog

The dialog will contain a few fields for obtaining the Tile's visual and calculation details. 

Visual Details

You'll be able to specify:

what the display name is; If left blank, it the display will default to "Order Summary" and a unique identifier.

Where to show the tile, and creating it;

which users to create the tile for;

 

Calculation Details

Allows the user to choose if tile should calculate the order sales for their orders only, all their workgroup (s) orders,

or all the orders within Oasis.

 

 

After filling out the visual and calculation details, click Save and Close; And, this will take you back to the Home Page;

The tile should be done with its initial calculation in 5 minutes. To make the tile show, right now, you need to go to a different page,

then go back to Home Page. We're currently working on making the tile's refresh more intuitive.

 

 

Tile View

The Order Summary Tile's tile view is shown below.

 

Tile Anatomy

Left corner: Order Summary Icon

Name of Tile and Unique ID

Display Name 

Tile's refresh date and time

Today's Order Sales/Earnings Growth Comparison Trend  - The trend ticker only shows if you're trending up/down for sell price right now, but we'll add trend ticker for earnings later;

Current Week's Order Sales/Earnings Growth Comparison Trend - The trend ticker only shows if you're trending up/down for sell price right now, but we'll add trend ticker for earnings later;

Current Month's Order Sales/Earnings Growth Comparison Trend - The trend ticker only shows if you're trending up/down for sell price right now, but we'll add trend ticker for earnings later;

 

When clicking on "Today", "Week", or "Month", you'll be redirected to a more detailed page,  .  

 

Detail Page

Below is the Order Summary Tile's detail page. Here you'll be able to view why you're Tile's view trend ticker is up or down and breakouts by Manufacturer, Sales Accounts, CSR's, Quoters, Order Type, Work Groups,

and your top 10 order transactions for your "Today", "This Week", or "This Month's" orders. You can move between seeing breakouts for "Today", "This Week's", and "This Month's" orders by clicking on

the corresponding link. 

 

 

Filtering/Drilling in on Detail Page

When clicking on a breakout table's row, you'll be able to filter out all details that aren't corresponding to the row.

For instance, below, the user clicked on the Manufacturer, Juno. Now, all the data the breakout table's will be corresponding to the Manufacturer, Juno.

Editing

One the editing tile page, you can find all the Order Summary Tiles by their icon. You can find your specific Order Summary Tile, by its display name or Unique Id;

PROVISO:

*THE "DISPLAY NAME" AND "UPDATED BY" WILL BE ADDED TO EACH TILE ON THIS PAGE;

Click on your Order Summary Tile's icon will take you to its edit dialog.

EDIT DIALOG

The let's modify a few visual and calculation details from the creation setup.

Here's an example below:

PROVISO:

Users will soon be able to add and remove users from the OrderSummary tile edit mode.

 

If you change visual details only, the tile will show those visual details automatically. But, if you make a change

to a calculation detail, the tile will disappear and recalculate. Then, the tile show again after 5 mins.

 

 

 

Review (TL;DR)

The Order Summary Tile helps keep track of your order sales and earnings for today, this week, and this month.

Also, it will show you if you're doing better or worse from last year today, last year this week, and last year this month.

There's a creation dialog that helps your setup the Order Summary Tile. When done with the setup, you should see the Order Summary Tile

in about 5 minutes in your selected "Tile Location". The Tile view in your tile location will show your sell price and earnings for today, this week, and this month.

There will also be a ticker to tell you if you're doing better or worse compared to last year. Clicking on the "Today", "Week", or "Month" label will take you to the Order Summary Detail Page;

On the Detail view/page, you'll see a tables breakout of the order time frame you selected. Clicking on a table breakouts row, will allow you to show

only table breakouts that correspond to that row. There's also an edit dialog that allows you modify the initial visual and calculation details. Changes to visual details will show automatically but if a change is made

to a calculation detail, the tile will disappear and recalculate. Then, it the tile will show again in about 5 minutes.