Viewing the Order Summary Tile

Once created, the Order Summary Tile will compactly display complex information for quick and easy readability. The tile will show earnings for the day, week, month, and year 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 based on the entry date. 

• If the sales/earnings for the given day were less than the sales/earnings of the same day of the previous year, a red arrow would appear beside Today.
• If the sales/earnings for the given day were more than the sales/earnings for the same day of the previous year, a green arrow would appear beside Today.

The Order Summary Detail View

Click any of the timeframe links to open the tile's detail view.

The Today, Week, and Month tabs pull in data for their respective timeframes and are functionally identical. 

The total sales and earnings for the given period are displayed at the top of the page. The arrows show if sales or earnings are below (red) or above (green) the total sales and earnings from the previous year for the day, week, or month.

Each view displays a chart of the data for easy readability and comparison. Users can determine how the data is grouped in the chart by using the drop-down field. Grouping options include:

• Manufacturer
• Sales Account
• CSR
• Quoter
• Customer
• Order Type
• Work Group
• Top 50 Transactions

Users can control what values appear in the chart by clicking on them in the legend. A field that is crossed out means the values will not appear in the chart. 

Clicking a value in the chart creates a filter for the respective entity. For example, in the screenshot below, clicking Delta Lighting created the "Manufacturer=Delta Lighting" filter.

Once a filter is created, users can use the grouping drop-down menu to view each grouping with the filter applied. To remove a filter, click .

Note: When using the Top 50 Transactions grouping, clicking a value opens the order in O4 rather than creating a filter.

Monthly Snapshots

The Monthly Snapshots Page provides historical data for the Order Summary Tile.

1. In the tile's detail view, click History, then select Monthly Snapshots.

2. The Monthly Snapshots page will appear. This page will display total values each month since its creation. After a year, the snapshots will begin showing each month on a rolling year basis. Users can access the tile's historical detail view for each snapshot by clicking a timeframe link.