1. Sales Information Section

Sales Information Dashboard

This page is intended for OMS users, operations teams, finance teams, and business stakeholders who need to monitor sales performance, revenue movement, order flow, and inventory health from the Sales Information dashboard.

The Sales Information section provides a business performance and revenue-focused view of the organization. It is designed to help teams monitor sales, track order flow, analyze inventory movement, and understand revenue trends across different dimensions.

This section focuses on answering key business questions such as:

• How much are we selling?

• What is the status of current orders?

• Where is revenue being generated or lost?

• How is inventory performing against sales?

How to Use Sales Information

1. Navigate to Dashboard → Sales Information

2. Use the tab navigation at the top to switch between views:

   • Overview

   • In Pipeline

   • Lost Revenue

   • Returned Revenue

   • Inventory

   • Cancel Reasons

   • Returned Reasons

   • Others

Each tab provides a focused dataset for a specific business function.

Prerequisites

• Access to the OMS application with permission to view Dashboard reports.

• Assigned access to the Sales Information module and relevant store, warehouse, or channel data.

• If the Sales Information option is not visible, contact your system administrator to confirm role permissions.

Filters & Interactions

Use the available filters to narrow the dashboard data by date range, store, channel, warehouse, location, SKU, or order status where applicable. Refresh the page or reapply filters to view the latest available figures.

Some views may support exporting or downloading data for offline analysis, depending on your account permissions and product configuration.

Key Metrics at a Glance

Data freshness note: The dashboard provides a near real-time view of business performance. Exact refresh frequency may vary by configuration, so refresh the dashboard when validating the latest figures.

Key Sections Explained

Overview

Provides a high-level snapshot of business performance including:

• Total orders and units sold

• National and international sales

• Average order value

• Delivered sales performance

• Active locations and SKUs

This section is used for quick business health monitoring.

In Pipeline

Displays all active and incomplete orders and revenue that are still being processed.

It helps teams track:

• Orders awaiting verification or assignment

• Pending revenue

• Orders in fulfillment stages

• Qualified and active order value

This section represents future or unrealized revenue in progress.

Lost Revenue

Tracks revenue lost due to cancellations at different levels including customers and internal operations.

It provides insights into:

• Cancellation impact on revenue

• Store-level cancellations

• Overall cancellation ratio

This section is critical for identifying revenue leakage patterns.

Returned Revenue

Displays financial impact of returned orders, including:

• Total returned revenue

• Returned order count

• Return ratio

It helps analyze post-delivery customer behavior and product issues.

Inventory

Provides a snapshot of stock performance including:

• Total available inventory

• Updated stock levels

• Sell-through rate

This section helps measure how effectively inventory is being converted into sales.

Cancel & Return Reasons

Breaks down operational reasons behind cancellations and returns such as:

• Payment failure

• Duplicate orders

• Customer rejection

• Unavailability or non-response

This is used for root cause analysis and process improvement.

Others

Shows verification methods used for order validation:

• IVR verification

• OTP verification

• Operations/Customer Support verification

This helps track order authenticity and validation efficiency.