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Mattersmith Docs

Dashboard

The Dashboard is the first page Order Managers see in the Order System. Only Order Managers and admins can open it.

Things that apply to the whole page

Section titled “Things that apply to the whole page”
  • Which orders count. Orders created in Mattersmith and orders designed in SketchUp. API orders never appear on the Dashboard.
  • Money. Every amount is an order’s total, including shipping and other charges, in US dollars.
  • Days. Days start at midnight UTC. In US time zones, “today” rolls over in the late afternoon or evening.
  • Freshness. Numbers can be up to 5 minutes old. Cached at shows when a panel was last calculated. Select Refresh to recalculate everything now.
  • Trends. An arrow such as “↑ 14.9%” compares the number with an earlier period. It’s a percentage change of the number itself: an on-time rate going from 80% to 88% shows “↑ 10.0%”, not “↑ 8%”. No arrow appears when there’s nothing to compare against.

Key metrics

Section titled “Key metrics”

The six cards across the top.

Card What it counts Trend compares with
Active Orders Orders that are Accepted, In Production, or Staged right now How many were active 30 days ago
Pipeline Value The total value of orders that are Submitted, Pending Confirmation, Accepted, In Production, or Staged. Quotes aren’t included. The same measure 30 days ago
Shipping This Week Active orders with an estimated ship date from today through the next 7 days No trend
Past Ship Date Active orders whose estimated ship date has passed. Orders without a ship date aren’t counted. No trend
On-Time Shipment Of the orders shipped in the last 30 days, the share that shipped on or before their estimated ship date. A shipped order with no estimated ship date counts as late. The rate for the 30 days before that
Orders Shipped Orders shipped in the last 30 days The 30 days before that

“Shipping This Week” means the next 8 days, starting today, not the calendar week.

Order Status Distribution

Section titled “Order Status Distribution”

How many orders are in each status right now, and what they’re worth, however long they’ve been there. Shipped, rejected, and canceled orders aren’t shown.

  • Each bar is that status’s share of the number of orders, not their value. The dollar amount under each bar is the total value of those orders.
  • Total Orders and Total Value add up the rows shown.
  • Show Quotes adds a row for quotes created in Mattersmith and includes them in the totals. It’s off each time you open the page.
  • Select a status’s name to open the Orders page filtered to that status.

Revenue Trend

Section titled “Revenue Trend”

A table of order totals by day, newest first.

  • The first list chooses which date puts an order on a day: Shipped, Accepted, Est. Ship Date, or Created.
  • The second list chooses how far back to look: 30, 60, 90, 180, or 365 days, up to today.
  • Total Revenue is the sum of the order totals in the table, Total Orders is how many orders that is, and Avg per Order divides one by the other.

Revenue Trend doesn’t check an order’s status. Depending on the date you choose, it can include quotes, and orders that were later canceled or rejected. Use Shipped for the closest measure of completed work.

Manufacturing Performance

Section titled “Manufacturing Performance”

Averages over the orders shipped in the last 30 days, compared with the 30 days before. All times are in days.

Tile Measures
Avg Queue Time From accepted to released to production
Avg Mfg Cycle Time From released to production to staged (or to shipped, if the order skipped staging)
Total Fulfillment Time From accepted to shipped, averaged
Avg Shipping Variance How far orders shipped from their estimated ship date. Positive means late, negative means early.

For these tiles, a down arrow is good (shown in green): it means the time got shorter.

Orders missing a date a tile needs are left out of that tile, and the tile says how many it used, such as “from 8 of 10”.

Ship Date Timeline

Section titled “Ship Date Timeline”

Every Accepted, In Production, or Staged order that has an estimated ship date, grouped by when it’s due:

Group Estimated ship date
Overdue Already passed
This Week Today through 7 days from now
Next Week 8 to 14 days from now
This Month 15 to 30 days from now
Future More than 30 days from now

Days is how many days until the estimated ship date. It’s negative, and shown in red, once the date has passed. Select an order number to open the order.

Section titled “Related”