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Below Is A Detailed Tutorial On How To Use The Business Insighter Dashboard In Your Ecwid Control Panel


 

1. Getting To The App

Logon to your Ecwid Control Panel > Sales tab > Business Insighter, or just hit this link.

Business Insighter Dashboard Tutorial - Accessing


 

2. Change Date Range

By default the data displayed is for all orders in this year. You can change the date range very quickly, by clicking on the calendar icon in date bar, and a subset of options are displayed, see screenshot below.

Ecwid - Date Range

 

You can select; Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, and Custom. When selecting Custom you can change date either in independent popup calendars for start and end dates, or simply type in the start and end date underneath the word Custom, see screenshot below:

Ecwid - Date Range Custom


3. Filter By Product Or Customer

By default the data displayed is for all customers and products. In order to have the entire Dashboard reflect only a specific product or customer, simply type in the product or customer’s name into the search bar on top right, and an autosuggestion immediately filters the possible results. Click on the desired product or customer in autosuggestion drop-down, and the graphs and stats will change to reflect only that selection. Hit reset in search bar to see company-wide history. See screenshot below.

Ecwid - Search Bar


4. Understanding The Stats Area

The Stats area gives an instant snapshot into 6 crucial metrics: Quantity, Revenue, Transactions, Average Order, Unique Items, and Open Bills. See snapshot below:

Stats


5. Using The Sales Graph

This graph can show either the history of; Revenue, Quantity, Average Order, and Transactions. You can change the graph by either selecting the desired option in the drop-down, located on top left corner of sales graph, see screenshot below.

Ecwid - Graph Dropdown

Alternatively, you can change the selection by clicking on the buttons in the Stats section underneath the date range and search bar.

The graph can further be changed to show by day, week or month – simply be selecting desired option on top of graph, see screenshot below.

Ecwid - Graph Radio Buttons


6. Top/Bottom Items and Customers

Here you can view top and bottom items and customers. The default view is the Top 10 Items in a given date range. To change the view to Top 10 Customers or back to Top 10 Items, simply select that option on top of table, see screenshot below.

You can quickly add additional rows, by clicking one of the 3 buttons underneath the table: View Next 10, View Next 50, and View All. See screenshot below:

Top 10 Table 4

You can sort the table by clicking either the Total Qty or the Total Amount, this will sort the table for the desired column opposite of current selection. Meaning, if the table was sorted highest to lowest, then by clicking on the sort icon it will sort lowest to highest, see screenshot below.

The main feature of this table is in the drill down. Simply click the plus sign on the left of the desired item or customer, and a subset of data will appear for that row (in Item table, the subset will show the customers who purchased that item, and in the Customer table the subset will show the items purchased by that customer).  See screenshot below.


7. Order Status/Payment Breakdown

In this section, you can instantly see the breakdown of either orders or payments. In both a table and a pie chart, this overview will allow you to be on top of shipments and payments. The Order Status table breaks down each status that is programmed in your control panel, and tallies each status. See screenshot below.

Order Status

By expanding any particular status, you will see a subset of data detailing the customers that are of that status. You can further drill down and see the invoice numbers belonging to that customer. See screenshot below.

Order Status Opened

The Payment Breakdown breaks down all paid and open invoices in an age group. See screenshot below.

Payment Table

This too can be further expanded by customer and then by invoice number. See screenshot below.

Payment Table Opened


8. Updating Your Data

The first time you load the app, all of your sales data is being queried, therefore depending on the amount of orders, and items in each order you have, this can take anywhere from several seconds to several minutes. All subsequent times that you load the app, it will just calculate the data previously queried, and therefore it will take a fraction of the time to load.

The app automatically retrieves all new orders that were placed in your Ecwid store since the last time you loaded the app, therefore no action on your part is necessary.

However, if you would like to completely refresh your data in the app, due to deleted orders in your Ecwid control panel for example, then click on the Refresh button as shown in the screenshot below. This will have the same effect as the first time you loaded the app, and it will take anywhere from several seconds to several minutes depending on the amount of transactions and the number of items sold.

Refresh Button