Documentation / Orders Analytics

Orders Analytics

Analyze your project's revenue, profitability, order dynamics, and sales funnel across any time period.

Overview

The Orders Analytics page gives you a financial overview of your project's orders for a selected period. It combines key performance indicators, a revenue dynamics chart, a sales funnel, and a detailed order-level breakdown in one place.

Filtering

Use the filter bar at the top to narrow the report by date range, status, contact, or other criteria. All sections of the page update together when filters change.

KPI cards

At the top of the page, five summary cards show the key figures for the selected period:

  • Revenue — the total order amount across all orders in the period.
  • COGS — the total cost of goods (purchase prices) for those orders.
  • Gross profit — revenue minus COGS, shown in green.
  • Margin — gross profit as a percentage of revenue, shown in indigo.
  • Average deal — the average order amount, with the total number of orders shown below.

Tabs

The report is split into three tabs:

Dynamics

A line chart showing how total order amount and profit changed over time within the selected period. Each data point represents one period interval (day, week, or month depending on the date range). A legend below the chart identifies the two lines.

Funnel

A breakdown of orders by their stage type, shown as horizontal progress bars:

  • New — orders that have just been created.
  • Active — orders currently in progress.
  • Done — completed orders.
  • Cancelled — orders that were cancelled.

Each bar shows the absolute count and its percentage of the total. The total order count is shown at the bottom.

Orders

A paginated table of individual orders in the selected period, with the following columns:

Column Description
№ Order serial number
Contact Customer name
Status Current order status badge
Purchase amount Total cost of materials (COGS for this order)
Order amount Total sale amount
Profit Order amount minus purchase amount
Profit % Profit as a percentage of the order amount
Potential revenue Projected revenue including unpaid balance
Paid Amount already received
Remaining Outstanding balance (highlighted in amber if non-zero)
Date Order creation date

Row colours provide a quick visual signal: rows with negative profit or negative remaining balance are highlighted in red; fully paid orders are highlighted in green.

Use the pagination controls at the bottom of the table to navigate between pages.