Katy
Meet new RemOnline Dashboard
A business owner has a lot in common with a pilot – they both run a complex system and take a large degree of responsibility. During their "flight", businessmen frequently face extreme situations, where they have to think fast and rely on the control panel.
This is why we’ve developed RemOnline Dashboard. It is a crucial management tool for monitoring all key business metrics in one window and making quick decisions. Navigate to the page "Dashboard" in the main menu to see it.
There are several metric groups on the Dashboard: per day, for this month, for the last 30 days and metrics by order statuses. RemOnline puts your metrics data into cards. Hover over them to see the description.
Let's look at each card in more detail.
Orders today indicates the number of orders created from the beginning of the current day.
Sales today indicates the number of sales made from the beginning of the current day and their amount.
Client payments today card indicates the total amount of payments made at the cashbox (selected locations) under the cash flow item "Client’s payment for the service, goods" from the beginning of the day.
Clients refunds card indicates the total amount of payments made at the cashbox (selected locations) under the cash flow item "Clients refund" from the beginning of the day.
New indicates the number of orders from the "New" status group (to moment). Also, you can see their percentage of the remaining orders. Recall that you can see the statuses and their groups on the page "Settings > Statuses".
Urgent indicates the number of orders with an "Urgent" sign (to moment).
Overdue indicates the number of orders with violated deadlines (to moment).
Receivables card indicates the number of orders from the "Done" status group (to moment).
Total money in cashboxes indicates the total money sum of all cashboxes (to moment).
Orders in work chart indicates the number of unclosed orders by status groups (to moment). By looking at this chart you can very quickly determine what orders you have the most.
Orders by assigned specialists chart indicates the number of orders from "New" and "In progress" status groups assigned to each specialist (to moment).
Lost orders card indicates the number of orders from the "Lost orders" status group (from the month start). Use this metric to identify common causes of loss.
This chart displays the company cash flow and all created orders (for the last 30 days). Cash flow is all order and sale payments along with the client returns.
Orders created shows the number of created orders (from the month start) and increase or fall compared to the previous period.
Orders won shows how many orders changed the status to the "Won" status group and their amount (from the month start).
Revenue this month shows the total amount of payments made at the cashbox (selected locations) under the cash flow item "Client’s payment for the service, goods" from the beginning of the month. Also, it shows the total amount of payment under this item for the previous period.
Clients refunds this month shows the total amount of payments made at the cashbox (selected locations) under the cash flow item "Clients refund" from the beginning of the month. And it shows the total amount of payment under this item for the previous period too.
Conversion shows the percentage of successfully closed orders (from the month start) and increase or fall compared to the previous period.
Company rating is calculated as the average of all user ratings (for the last 30 days). This card shows the increase or fall compared to the previous period too.
The average order check is calculated as the average value of all paid closed orders (for the last 30 days). It also shows the increase or fall compared to the previous period.
The average payment check is calculated as the average value of all sales (for the last 30 days). This card shows the increase or fall compared to the previous period too.
We are sure that with RemOnline Dashboard you will be able to keep pace with any changes and make quick decisions when it will be necessary.
