ECOMMERCE SALES
The Insights 2.0 Ecommerce Sales dashboard provides statistics to easily track e-commerce performance across transaction types and products, for real-time visibility into online sales activity and revenue contribution. Organizations can use this dashboard to: view active transaction sites and sales in real time, monitor total e-commerce revenue, including the current day’s sales, track product-level sales performance by status, revenue, and count, analyze transactions by type with sales count and revenue breakdown, and see PayGo activity and contribution to total e-commerce income.
Insights 2.0 dashboards are accessible from within Patheon Portal, or directly from any mobile device or desktop computer at Insights.DRB.com.
Dashboard Location
Insights 2.0>Financial Outlook>Ecommerce Sales
Dashboard Tools
The Ecommerce Sales dashboard provides the following functions and information: refresh, sign out, and last updated time and date.
Refresh
Dashboards automatically refresh every 15 minutes. However, the dashboard header provides a refresh function to manually force a data refresh. When selected, it refreshes the data for all Insights 2.0 dashboards.
Sign Out
The user icon in the header provides a Sign Out function to sign out of Insights 2.0.
Last Updated
The date and time, based on the user's location, the dashboard data was last refreshed.
Important: Insights 2.0 dashboard data is near real-time. It reflects a 15-minute delay, so that the data can be processed and accurately rendered in the dashboards.
Ecommerce Stats
Insights 2.0>Financial Outlook>Ecommerce Sales>Ecommerce Stats
The Ecommerce Stats dashboard provides the following data for a site: total transactions, number of sites with active sales, total revenue from sales today, and total revenue from sales. All these data points can be viewed for a specific day, week, month, or year.
Site
The Ecommerce Stats site selector provides the ability to select a single site, multiple select-sites, or all sites.
Selecting the site selector opens a list with all sites. Users can navigate down the list and select a single site, multi-select specific sites, or all sites.
Time Period
The Time Period function provides the ability to select (and view) the data for a different day or time period: Daily (the current day is selected by default), Weekly, Monthly, or Yearly.
Daily
Select Daily to open a list of day dates. The days are listed in MM-DD-YYYY format, where MM is the month, DD is the day, and YYYY is the year.
Select a date to view that day's stats for all sites.
Weekly
Select Weekly to open a list of 1-week date ranges. The weeks are numbered using the ISO week date standard (ISO-8601).
Select a week to view that week's stats for all sites.
Monthly
Select Monthly to open a list of 1-month date ranges. The months are listed in Mon YYYY format, where Mon is the month's abbreviation and YYYY is the year.
Select a specific month to view its stats for all sites.
Yearly
Select Yearly to open a list of 1-year date ranges. The years are listed in YYYY format.
Select a specific year to view its stats for all sites.
ECOMMERCE STATISTICS
The Ecommerce Statistics section provides metrics for the number of transactions, number of sites with active sales, total revenue from sales today, and total revenue from sales for the selected time period.
Transactions (All Transactions Types)
The Transaction (All Transactions Types) metric provides the total number of transactions, regardless of type, for the selected time period.
Sites with Active Sales
The Sites with Active Sales metric provides the total number of sites with active sales, for the selected time period.
Total Revenue From Sales Today
The Total Revenue From Sales Today metric provides the total revenue amount collected today.
Total Revenue From Sales
The Total Revenue From Sales metric provides the total revenue amount collected, for the selected time period.
Transaction Stats
Insights 2.0>Financial Outlook>Ecommerce Sales>Transaction Stats
The Transaction Stats dashboard provides the following data for a site: products sold by count and revenue, sales by count and revenue, and transaction types by count and revenue. All these data points can be viewed for a specific site, select sites, or all sites, as well as by month or by year.
Site
The Transaction Stats site selector provides the ability to select a single site, multiple select-sites, or all sites.
Selecting the site selector opens a list with all sites. Users can navigate down the list and select a single site, multi-select specific sites, or all sites.
Time Period
The Time Period function provides the ability to select (and view) the data for a different month or year.
Monthly
Select Monthly to open a list of 1-month date ranges. The months are listed in Mon YYYY format, where Mon is the month's abbreviation and YYYY is the year.
Select a specific month to view its stats for all sites.
Yearly
Select Yearly to open a list of 1-year date ranges. The years are listed in YYYY format.
Select a specific year to view its stats for all sites.
TRANSACTION STATISTICS
The Transaction Statistics section provides metrics for products sold (count and revenue), sales (count and revenue), and transaction types (count and revenue).
Products Sold: Count
The Products Sold: Count metric provides the number of each product sold, as well as its percentage of all products sold, for the selected time period.
Products Sold: Revenue
The Products Sold: Revenue metric provides the total dollar amount of each product sold, as well as its percentage of all revenue collected from products sold, for the selected time period.
Sales: Count
The Sales: Count metric provides the number of sales recorded for the selected time period.
Sales: Revenue
The Sales: Revenue metric provides the total revenue collected for the selected time period.
Transaction By Type: Count
The Transaction By Type: Count metric provides the number of each transaction type, as well as its percentage of all transaction types sold, for the selected time period.
Transaction By Type: Revenue
The Transaction By Type: Revenue metric provides the total dollar amount of each transaction type, as well as its percentage of all revenue collected from each transaction type sold, for the selected time period.
PayGo
Insights 2.0>Financial Outlook>Ecommerce Sales>PayGo
The PayGo dashboard provides PayGo pass activity and contribution to total e-commerce income, as well as basic PayGo customer information.
ACTIVE PAYGO PASSES
The Active PayGo Passes section provides metrics for the number of current PayGo passes and the percentage of washes that are PayGo pass washes (as well as the number) compared to all other washes.
Active PayGo Passes
The Active PayGo Passes metric provides the number of current PayGo passes.
Active PayGo Passes by Wash: Count
The Active PayGo Passes by Wash: Count metric provides the percentage of washes that are PayGo pass washes (as well as the number) compared to all other washes.
ACTIVE PAYGO CUSTOMERS
The Active PayGo Customers section provides a table that identifies each PayGo customer, and corresponding contact information and PayGo plan information.
Customer
The Customer column provides the name of each PayGo customer.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Phone Number
The Phone Number column provides the phone number, if available, of each PayGo customer.
The column can be sorted in ascending or descending numerical order by selecting its header.
The Email column provides the email address, if available, of each PayGo customer.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Start Date
The Start Date column provides the date each customer began their PayGo plan.
The column can be sorted in ascending or descending numerical order by selecting its header.
Wash Package
The Wash Package column provides the name of each PayGo customer's wash package.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.