Using the Order Summary Tile

Once created, the Order Summary Tile will display sales and earnings for the day, week, month, and year (based on order entry date) and compare them to past earnings. 

Arrows will appear in red or green to indicate how the current sales/earnings compare to the sales/earnings of the previous year.

• : Sales/earnings are more than the previous year
• : Sales/earnings are less than the previous year

Click the tile to view more details.

The Order Summary Page

The Order Summary Page provides four tabs: Today, Week, Month, and Year. Each tab displays the sales data for the respective time frame.

The total sales and earnings are displayed in the top left corner of the page below the tabs, with red or green arrows indicating how they compare to last year.

Below is a bar chart of the order sales data. Use the drop-down field to group data by:

• Manufacturer
• Sales Account
• CSR
• Quoter
• Customer
• Invoice Status
• Work Group
• Top 50 Transactions

Click a value in the legend to remove it from the bar chart. For example, in the screenshot below, only "Sales" is displayed in the bar chart. Click a value again to re-add it.

Click a value in the bar chart to create it as a filter. For example, in the screenshot below, clicking a value for COD/RS created the "Customer=COD/RS" filter.

Note: When using the Top 50 Transactions grouping, clicking a value opens the order in OASIS Online rather than creating a filter.

Monthly Snapshots

Monthly Snapshots display historical data for each month since the tile's creation. After a year, the snapshots will begin showing each month on a rolling year basis.

To view Monthly Snapshots, click the History menu, then select Monthly Snapshots.

The monthly snapshots will appear. Click on any tile to view its historical data.