Overview
The Customer Profile Dashboard provides valuable insights into your customers' purchasing habits, sales performance, and product trends.
Use this dashboard to:
Monitor sales performance over time
Track order volume and average order value
Identify your best-performing products
Analyse purchasing trends by product category
Understand customer activity across different regions and account managers
Using Filters
The Customer Profile Dashboard includes several filters to help you focus on the data that's most relevant to your business.
Available filters include:
Order Date Options
Order Date
Time Grouping
GST Selection
Customer Name
Customer State
Account Manager
Region
Applying filters updates all charts and metrics across the dashboard.
For a detailed explanation of each filter, refer to the Using Filters in Ordermentum Insights guide.
Overview Metrics
At the top of the dashboard, you'll find a summary of your key performance indicators (KPIs):
💰 Sales Total – The total sales value for the selected date range and filters.
🛒 Average Order Value – The average value of each order.
📦 Orders – The total number of orders placed.
⚠️ Overdue – Displays the total outstanding invoice balance.
These metrics provide a quick snapshot of overall business performance.
Sales Performance
The Sales Performance chart tracks your sales over time.
The chart displays:
Total Sales
Order Date (grouped by day, week, month, quarter, or year)
A trend line showing overall sales direction
Use this chart to identify seasonal trends, sales growth, or changes in customer demand.
Top Products by SKU
The Top Products by SKU tables highlight your best-performing products over two reporting periods:
Last 30 Days – Shows your top-performing products based on recent sales activity.
30–60 Days – Highlights products that have performed consistently over a longer period.
Each table includes:
🏷️ Product Name – The name of the product.
🔖 SKU – The SKU associated with the product.
💰 Total Product Sales – The total sales value for the product.
📦 Sales Quantity – The number of units sold.
Comparing the two time periods can help you:
Identify consistently high-performing products
Spot emerging best sellers
Recognise seasonal demand
Understand changes in customer purchasing behaviour
Use this section to monitor product performance and identify popular items within this specific timeframe.
Product Category Penetration
This chart shows customer engagement across your product categories.
For each category, you'll see:
Customers — the number of unique customers purchasing from that category
Orders — the total number of orders placed
Use this chart to understand:
Which product categories are most popular
Which categories generate repeat purchases
Opportunities to grow sales in underperforming categories
Sales by Products
The Sales by Products table provides a detailed breakdown of individual product performance.
Available metrics include:
📦 Sales Quantity – The number of units sold.
💰 Total Product Sales – The total sales value for the product.
📈 Maximum Value – The highest sales value for the product.
📉 Minimum Value – The lowest sales value for the product.
🏷️ Unit Price – The price per unit.
📊 Average Sales – The average sales value per order for the product.
🥧 % of Total – The product's share of total sales as a percentage.
Use this table to compare products, identify top revenue contributors, and monitor pricing performance.
Downloading Dashboard Data
You can download the data displayed in the dashboard for further analysis or reporting.
To download dashboard data:
Navigate to the dashboard containing the data you want to export.
Click the vertical ellipsis (⋮) menu in the top-right corner of the table or chart.
Select Download....
Choose your preferred file format.
The data will be downloaded to your device.
💡 Tip: Any filters you've applied to the dashboard will also be reflected in the downloaded data.
Frequently Asked Questions
Why are my dashboard numbers different after changing a filter?
Why are my dashboard numbers different after changing a filter?
All charts and metrics update based on the filters you've selected. Changing the date range, GST setting, customer, or region will affect the data displayed.
What's the difference between the two Top Products tables?
What's the difference between the two Top Products tables?
The 30–60 Days table highlights medium-term product performance, while the Last 30 Days table focuses on recent sales trends.
Comparing both views can help identify products that are consistently performing well or gaining popularity.
Can I export the data?
Can I export the data?
Yes. Most Insights dashboards allow you to download or export data for further analysis.
Why don't the Top Products by SKU numbers update when I change the date range?
Why don't the Top Products by SKU numbers update when I change the date range?
The Top Products by SKU tables (Last 30 Days and 30–60 Days) are based on fixed time periods and do not update when you change the date range filter. Only the Sales Performance chart will reflect your selected date range. To view product performance for a specific date range, use the Sales by Products table further down the dashboard.
How do I find my most frequently ordered or purchased products?
How do I find my most frequently ordered or purchased products?
Go to Insights → Customer Profile, then scroll down to the Sales by Products table. This table shows detailed product sales data including sales quantity, total product sales, maximum and minimum values, average sales, and percentage of total sales. You can also download this data in CSV or Excel format for further analysis.
How can I compare my sales performance across different time periods?
How can I compare my sales performance across different time periods?
Use the Order Date filter to set your desired date range, and the Sales Performance chart will update to show sales data for that period. To compare two periods, you can download the data for each date range separately using the download option in the top-right corner of the chart or tables.
Need More Help?
If you need assistance using the Customer Profile Dashboard or interpreting your insights data.
📧 Email: support@ordermentum.com
💬 Chat: Use the chat bubble at the bottom-right of your Ordermentum screen
Not Using Ordermentum Insights Yet?
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To learn more or enable Ordermentum Insights for your business, contact your Supplier Success Manager (SSM).