Creating the Order Summary Goal Tile

The Order Summary Goal Tile tracks order sales (based on order entry date) against a set overall goal or stretch goal and compares them to last year's numbers. This article will explain how to create an Order Summary Goal Tile.

Requirements:

• Users must have Reports access to Reports

Creating the Tile

1. Navigate to the Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create New Tile page will appear. Click the Order Summary Goal Tile.

4. The Create Order Summary Goal Tile page will appear. This page is divided into two sections: Visual Details and Filters.

Visual Details

Use this section to define the tile's display information.

1. Enter a name for the tile into the Display Name field.

2. Select the page where the tile should display using the Tile Location drop-down list.

3. Create the tile for other users by typing their name into the User Access field. Skip this step if you're creating this tile for yourself. 

Filters 

Use this section to configure the tile's calculations.

• Effective Period: the goal's timeframe
• Goal Source: the value tracked for the goal
• Goal: the amount you want to accomplish
• Stretch Goal: an aspirational amount you hope to accomplish
• Active Manufacturer: check this box to only consider orders from active manufacturer entries
• Header Level filters: fields that pertain to the overall transaction, such as invoice status.
• Line Level filters: fields that pertain to the bill of materials, such as the manufacturer.

When the tile's setup is complete, click . After the tile has been created, it can be edited at any time.

Viewing the Tile

The Order Summary Goal Tile will appear after an initial scan of all orders is completed. This tile updates nightly.

Learn more about using the Order Summary Goal Tile.