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OMS Orders

CRM

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Intro

More orders, more profit. True or False?

Knowing information about customers’ orders is a great starting point for optimizing process inside the company and have data driven decisions.


With OMS Orders template you get a quick view on your customers orders and in additional you can track their trend during the time.

 

Prerequisites

OMS orders template is based on your OMS feed. For that reason, be sure that your account is connected to your feed.

 

 

How to use?

You just need to go to Roivenue Export → PowerBI → and copy your URL parameters into the template.

 

Overview

Slicers – help you to filter specific data.

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Crucial Metrics

At the top of the report you see set of several different metrics, which are:

  • Number of Orders
  • Number of Delivered orders
  • Delivery Rate
  • Average Order Value
  • Average Order Value of top 10% (most valuable orders)
  • Number of Negative Orders (where gross profit is lower than zero)
  • Net revenue

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Number of Orders and Delivery Rate

Chart combining two different metrics, where red column chart represents Number of Orders and black line chart Delivery Rate. X axis represents time on daily granularity.

 

 

 

 

 

 

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Number of Orders by Week Day

Column chart describing Number of Orders and days of the week when orders were placed.

 

 

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Number of Orders by Country Code

Treemap chart. Each tile represents Country and Number of Orders.

 

 

 


 

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Number of Orders by Payment Type

Column chart, where each column describes different payment method.

Detailed table – Showing six different columns.

  • Rank – based on Net Revenue
  • Order ID – unique value
  • Net Revenue
  • User ID – can be seen more than once
  • Gross Profit
  • Gross Margin



 

 

 

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Sequence Analysis


 

 

 

Describing how often and how many times customers buy i.e. sequence with value = 1, is the first order of the customer, sequence with value = 2 is the second order and so on.


 

 

 

Number of Orders by Sequence – Column chart with 20 sequences. Each Sequence on X axis showing number of orders.


 

 

 


 

 

 

Slicers – help you to filter specific data.

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Avg. Time Between Orders by Date – Line chart based on avg. time between sequences. Black line showing trend (the lower the better)


 

 

 

Avg. Time between Orders – Scatter chart showing the time between Sequences, i.e. value Sequence 2 = 100h, that means in average time between first and second order was 100h. Size of the bubbles describing number of orders in each sequence group.


 

 

 

Avg. Order Value by Sequence - Scatter chart showing AOV by each sequence. Conditional formatting describing number of orders in each sequence group.  Size of the bubbles describing number of orders in each sequence group.


 

 

 

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