Understanding the TradeGecko Dashboard

When logging into your TradeGecko account, you'll be presented with the Dashboard. The Dashboard is a hub that allows you to efficiently reference several important business processes, easily identify sales trends and pinpoint the most important actionable tasks to keep your business running smoothly and your customers happy.

This article is intended to provide an insight into the uses of each section and how the associated data is generated. 

Sales Charts

The Dashboard features three charts, Revenue Vs Costs, Total Profit and Number of Units Sold. Each of which uses the same data source as your Intelligence reports. You can check the last time the data was refreshed in the upper-right corner. Look for the Last Data Refresh label.

By default, we display data for the last 7 days, although you can easily change the time range using the date range selector displayed just above the charts. To do so, click the date range, then either select from one of the handy presets, or manually select a specific period. 

The Revenue Vs Costs chart can be customized to adjust what data is displayed. To hide either Total Revenue or Costs just click the associated label.

You can also hover over each data point to display date specific data for each chart:

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Account Setup

The Account Setup panel displays information related to the setup status of your account. As you progress through the setup, several options will be displayed to help you get the most out of TradeGecko. Once setup has been completed the Account Setup panel will be automatically hidden.

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Guided Tour

The Guided Tour panel features links to several of TradeGecko's functions that are useful for newer users when learning how to use the system. If you'd rather not see the Guided Tour panel, just click the cross in the upper-right corner of the panel and it won't be displayed again.

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Installed Apps

As you integrate TradeGecko with sales channels such as Amazon or Shopify, it's important to keep track of the status of each to ensure that everything is running smoothly and there are no issues preventing TradeGecko from syncing normally. This panel collates the statuses for each of your sales channels into one simple actionable list.

There are four different statuses:

Active: Displayed when the integration is running without concern.
Incomplete
Installation: Displayed when the setup of an integration is not yet completed.
Connection error: Displayed when the setup is complete, but TradeGecko is unable to communicate with the sales channel.
Sync Error: Displayed when TradeGecko is able to communicate with your sales channel, but there are errors preventing orders or products from syncing.

Clicking any of the integration statuses will direct you to the relevant page to continue configuration or resolve sync errors.

Warning
It's crucial to resolve any sales channel errors as quickly as possible. In certain circumstances, TradeGecko may pause the sync of stock level updates to your sales channels as a protective measure to prevent the possibility of an incorrect stock level update. Please reach out to the support team if you need any assistance resolving sync errors.

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Sales Order Summary

The Sales Order Summary panel offers a visual representation of the number of orders for each of your sales channels, as well as the associated revenue and profit values for each channel. Data is based on the date selected in the date picker above the sales charts. The larger the value, the larger bar associated with the channel.

Hovering over the bar for each sales channel will display data specific to that channel.

You can also change the weighting of the bars to represent individual revenue, profit or total number of orders values by using the All Revenue, All Profit or All Orders buttons located beneath the bar chart.

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Incoming Purchase Orders

The Incoming Purchase Orders panel shows all active purchase orders that have not yet been received. It also shows the number of days before the purchase order is expected to arrive based on the Stock Due date of the associated purchase order.

Clicking any of the listed orders will take you directly to that purchase order.

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Overdue Shipments

The Overdue Shipments panel displays a list of active or finalized sales orders that have overdue shipments. It also shows the number of days before the sales order was expected to ship based on the order's Shipment Date.

Clicking any of the listed orders will take you directly to that sales order.

Overdue Invoices

The Overdue Invoices panel shows invoices where payments are overdue. It also shows the number of days the invoice has been overdue based on the Payment Due date of the invoice.

Clicking any of the listed invoices will take you directly to that invoice.

Orders to Ship

The Orders to Ship panel displays all finalized sales orders that have not yet been shipped. Unlike the Overdue Shipment panel, this panel does not depend on the Shipment Date of the order, however, it also shows the number of days since the sale order was expected to ship based on the order's Shipment Date.

Clicking any of the listed orders will take you directly to that sales order.

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