Using the Order Management Dashboard

Note:

To use this dashboard, your version of Supply Chain Management must be Fall 2021 or later.

The Order Management dashboard provides you with key information about your sales orders within a given context. The dashboard works best when it is embedded in a Lightning page. If you use the engagement functionality, you can access the dashboard from the Order Management tab of an engagement record. In that case, the dashboard displays data for the sales orders related to the engagement record. Depending on how your org is set up, the dashboard might also be available on other pages.

This dashboard enables you to:

Identify the amount of revenue generated by sales orders.
Identify the amount of revenue generated, the amount invoiced to date, the cost incurred, and the profit margin achieved per sales order.
Identify the number of sales orders that have a specific status.
View additional information for each sales order and its line items.

Note:

The dashboard only displays data for sales orders whose status is not "Cancelled" and for sales order line items with the record type of "Drop Ship" or "Item".

Datasets

The Order Management dashboard displays sales order data from the Supply Chain Management Core dataset. For more information about the objects and fields used in the Supply Chain Management Core dataset, see Supply Chain Management Core Fields.

Dashboard Charts

The Order Management dashboard contains the following charts.

Note:

If you are viewing the dashboard from an engagement record page, the charts display only the data for sales orders related to the engagement.

Order Management Charts
Chart	Type	Description
Order Management Revenue	Donut	Enables you to view the portion that each sales order contributes towards the amount of revenue generated by order management. You can hover over a slice to view the percentage that a particular sales order contributes towards the order management revenue amount. You can also click a slice of the chart to highlight a sales order. The remaining charts on the dashboard refresh automatically to display only the data for the selected sales order.
By Measure	Stacked bar	If it is not already displayed, you can access the stacked bar chart by clicking By Measure. The chart enables you to view the cumulative revenue, invoiced, cost, and margin amounts across all sales orders. Each sales order displays in a different color, enabling you to view the portion that it contributes towards the total amount for a specific measure. You can hover over a part of each bar to view the percentage that a particular sales order contributes towards the total amount for the selected measure.
By Sales Order	Bar	You can access the bar chart by clicking By Sales Order. The chart groups the revenue, invoiced, cost, and margin measures by sales order.
Status	Bar	Displays the number of sales orders that have a specific status. You can hover over each bar to view the percentage of sales orders that have a specific status. You can also click a bar in the chart to highlight a status. The remaining charts on the dashboard refresh automatically to display only the data for sales orders with the selected status. Note: To provide a simpler view, the following statuses are grouped together: "DS Submitted for Approval" and "Submitted for Approval" display as "Submitted for Approval" "DS Approved" and "Approved" display as "Approved"
Sales Order Details	Table	Provides more information about each sales order and its line items. The table is grouped by sales order. Each table row represents a sales order line item. You can view its line number, item name, commitment and promise dates, as well as the revenue, invoiced, cost, and margin amounts.