This article reviews the most common questions we anticipate customers having in regard to the Sales Analytics Dashboard.

Who has access to the Sales Analytics dashboard?  

The Sales Analytics dashboard is included within our Order Management offering. Access to the dashboard is permission-based and made available for all system admins within an organization by default. System admins are responsible for sharing access with additional users as they see fit and can do so within the user settings inside Extensiv’s Hub.  

Can I set user permissions for different team members?

By default, only System Admins have access to the Sales Analytics Dashboard. To give access to other users, you need to give them the analytics permission.

1. Click Users on the left navigation menu.
2. Select the user you want to give access to.
3. Click Edit.
4. Click the Analytics checkbox.
5. Click Save.  

Is there a user manual or guide available?

You can learn more about the Sales Analytics dashboard and the data provided in our Extensiv Help Center 

Why don’t I have access to this dashboard as I manage my warehouse with Extensiv?

The Sales Analytics dashboard sources sales data from the order management solution.  Warehouse management data alone is insufficient to capture the right information and populate insights. To explore the dashboard and what Extensiv’s order management solution can offer your business, please contact your Customer Success Manager.  

How is the dashboard priced?

The Sales Analytics dashboard is included with our order management solution at no additional cost.  

How do I navigate between different metrics on the dashboard?

• From the Extensiv Hub, you are able to see snapshots of important data as soon as you log in with a “see more” button that will take you into that specific page of the dashboard to learn more.
• You can also select the “Analytics” module from the application menu at the top of the Hub to dive straight into the dashboard.
• Once you’ve opened the dashboard, you can find multiple sheets listed at the top of the page, including:
  • Summary (default)
  • Sales Trends
  • Product Sales
  • Fulfillment  

How is the data on the dashboard sourced?

All data is captured from Extensiv’s order management solution and used to present insights in the new dashboard.  

How often is the data on the dashboard updated?

The current Sales Analytics Dashboard is based only on historical data from the previous day and before. The data is refreshed twice a day so that we a sure to have current data for every time zone.

Can I see historical data on the dashboard?

Yes, historical data is available and can be used to compare trends and be filtered. The Year over Year charts that compare the same days of the week in the previous year only compare 2 years. In the Sale Trends sheet, user can configure 3 or more years in the sheet filter, based on data.  Any order history prior to using Extensiv as your order management solution will not be available.

Can I upload historical data? If so, how?

At this time, uploading historical data is not available. We understand the importance of order history and look forward to enhancing our order management solution and this dashboard with the ability to import order data in the future.  

Can I export data from the dashboard?

Yes, you can export data from any visual in the dashboard by clicking on the 3-dot menu in the upper right of the visual. You can use the sheet filter to change date ranges to expand what you export.

Can I print this data?

Currently, we do not offer direct printing options. Screenshots are the recommended method if you would like to print the information provided in the Sales Analytics dashboard.

Can I customize the metrics displayed on my dashboard?

Yes, below the sheets in the dashboard, there is a menu that can be used to customize and filter data by time period, sales channel, and other relevant criteria.

Are the Extensiv Hub data snapshots customizable?

Currently, we do not support any customization of the snapshots available inside the Extensiv Hub homepage. As we continue to expand and improve our analytics offering we look forward to adding options to personalize the data to help you quickly view what’s most important.

How does the fulfillment map work and what do the colors mean?

The map captures every order you’ve fulfilled within the configured date range and plots relative sales volume by zip code. You’ll find circles that vary in size and may also find multiple colors based on your fulfillment strategy. The size of the circle indicates the volume of orders shipped to that particular area or zip code. The color of the circle indicates which warehouse fulfilled and shipped the order, if you have multiple warehouses that fulfill orders those will be listed to the left of the map with their specified color.

You can filter the map by warehouse by clicking a warehouse name on the table to the right of the map or using the sheet filters.

Can I zoom in or out on the map to see more detailed information?

You are able to zoom into the map and select a particular circle to view more detailed information. Individual order information will be filtered in the table below the map.  

How are the warehouses differentiated on the map?

Each warehouse within your fulfillment network is associated with a specific color in the legend of the map.  There is also a table with warehouses and details to the right of the map.

Can I get notifications or alerts based on specific metrics or data?

At this time you are not able to set up notifications or alerts based on sales data. The ability to set notifications or alerts is a feature we’ve identified and hope to provide as we continue to enhance our reporting and analytics offering.

What should I do if my data or map isn't displaying correctly?

For any troubleshooting or help, please contact our Customer Support team by chatting, emailing, or calling us.

How can I contact customer support?

Contact our support team through any of the following methods:

Chat – Start a chat inside the Extensiv platform

Email – Reach out to support-oms@extensiv.com

Phone – Call us at (888) 375-2368 (extension 2, 2)