Skip to content

Read the Overview tab

When you need a single answer to “how is the order book today?”, start on Overview. Every tile is a summary of a number defined in full on another tab.

When to use this

  • Morning stand-up or evening wrap
  • Checking whether volume, fill rate, or consult backlog moved after a warehouse filter change
  • Confirming Order mix before you open the Orders tab

Steps

  1. Go to Insights → Reports v2.0 → Reports V2, then OMS Dashboard → Overview.
  2. Set the date range. Optional: open Warehouse and limit to one store.
  3. Read the range tiles: Orders, Net booked value, Average order value, Order mix.
  4. Read fulfilment: Fulfilment rate, Fill rate (item level), Cancellation rate. On-time delivery stays blank until orders carry a promised window.
  5. Read the live row: Live orders, SLA at risk, SLA breached, Open consult queries, First response time. The date filter does not apply to this row.
  6. Use Where to go next to open the tab that owns a number.
OMS Dashboard Overview tiles
Fixture demo data — your tenant shows live counts for the range and warehouses you pick.

Success looks like

  • Order mix shows two percentages and the sub-label CS-assisted / customer-placed.
  • Changing warehouse changes range tiles; live tiles change only when that warehouse’s live queue changes.
  • On-time delivery is blank with No source — no promised delivery window on orders.

If it goes wrong

  • Permission denied / missing group — Role needs View OMS Dashboard (order.reports.oms_dashboard).
  • All zeros — No OMS orders in the range, or the warehouse is not enabled under Reports v2 → Configuration.
  • Order mix blank — No API or storefront orders in range (hospital, phone, WhatsApp, and manual entry are excluded from the mix).