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Special Order Analytics

Updated over 4 months ago

The special order analytics is an interactive dashboard allowing users to view detailed analytics and statistics for their special orders. This dashboard comprises useful charts, graphs, and other data filtered by specific time ranges (as shown below). Go to Orders > Special Orders > Analytics to access the Special Order analytics page.

Use the filter to update the dashboard to include special orders by status (e.g., Finalized, Delivered, Placed, Entered) and date range (as shown below).

The dashboard will provide details in tiles for the following content:

  • Summary (including Golf Shop Customer Average):

    • # of Orders

    • Total Wholesale

    • Total Retail

    • Total Shipping Cost

    • Total Profit Margin - (Retail-Wholesale - Shipping Cost)

  • Top Vendors:

    • Top 10 vendors

    • Sort Orders by Total Retail, Total Wholesale, Total Orders, or Total Profit Margin

    • Optionally filter by a category

  • Top Categories:

    • Top 10 categories

    • Sort Orders by Total Retail, Total Wholesale, Total Orders, or Total Profit Margin

    • Optionally filter by a vendor

  • Top Members:

    • Top 10 members

    • Sort Order by Total Retail, Total Orders

  • Special Order Trend:

    • Line Chart showing # of special orders placed through time

    • Data points by week

  • Vendor Delivery Performance:

    • Delivery Time: Date order was placed to date it was marked as delivered

    • Average delivery time across all vendors

    • Filter by vendor and show # of orders used to compute the average

    • List Top 5 Vendors with best delivery times

  • Category Analyzer

    • Answer questions like “what is the size breakdown of special orders for men’s shirts”

    • Select Category > Vendor (Optional) > Special Order Custom Field used for that category

    • Display pie chart with answers to the custom field

  • Key Insight

    • Analyzing your special orders is a great way to find the gaps in your inventory ordering and assist with future buying. For instance, if you are special ordering numerous XXL shirts, you may want to consider ordering more XXL shirts for your inventory to manage the demand.

    • Provide key insight and identify notable information by:

      • Running a category analyzer through all possible combinations of (Vendor, Category, Special Order Custom Field)

      • Identify and highlight combinations with a significantly higher volume of ordering relative to other related combinations

      • This will highlight “hot buying patterns”

  • Member or Guest: Pie chart comparing member orders vs. guest orders

  • Drop Shipped: Pie chart comparing drop-shipped orders vs. regular orders

  • Method of Placing: Pie chart comparing order placement methods

  • Orders Returned vs. Kept: Pie chart comparing orders that were returned vs. orders that were kept

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