About
Widgets in the DIY dashboard comes with internal configurations to change data types, chart types, and roles to fetch data for, drill down to get deeper information on widget component as well as fetch data in CSV format as well as download image for the chart information on widgets. Currently, the dashboard supports 20+ widgets relating to multiple workflows supported in Bizom.
Configurations on Widgets
Users will be able to make changes in widgets on the go to accommodate these widgets:-
Data Change
- Aggregation – The user will be able to view data on different aggregations eg- Sum, Count, Average, Min and Max based on the widget support. Eg- View my top salesman on average data of order amount or view my top salesman on the sum of order amount.
- Data set to change– The user will be able to change the dataset to view different data on the same dimension. EG- Top salesman on the basis of Orders can also be viewed as a Top salesman on the basis of Payments.
- Roles– For respective widgets, roles can be defined to see data for(5,7,8- Salesman dominant role). EG- Team Efficiency on the widget can be calculated according to roles 5,7,8 either single or multiple.
Chart Type
- Users can change the chart type of the widget on the basis of data dimensions(1D,2D,3D) for a widget.
- Combo Charts will be specific for widgets
Drill Down
- Specific widgets will support drill-down support to them. The drill-down data will be available as in-place drill down to the last level as well as raw data giving the result on chart data.
Widgets
| Widget | Description | Data Configuration | Filters | Drill Down |
| Sales Returns | The widget helps in look at sales return data for SKUs based on the quantity returned for each SKU. | Secondary Sales Returns(With/Without Invoice), Primary Sales Returns(With/Without Invoice) Aggregators :- Sum,Count,Average,Min,Max |
on basis of: 1) organization hierarchy(outlet) + date range |
…. |
| Outlet Information | Break down your total active outlets universe into outlets which are not visited,not assigned and not ordered by any user. | …. |
on basis of: 1) organization hierarchy(areas) + date range |
Show drill down as table for name of outlets under the three pies on clicking them. |
| Top Salesman | Get data of top 5 salesman achieving max order qty and amount . | Secondary order and amount, Payments,Collections, Primary order(stock at warehouse) Aggregators :- Sum,Count,Average,Min,Max |
on basis of: 1) User hierarchy + date range |
….…. |
| Schemes | Get details on Schemes running for the selected date range with the breakup on scheme name, uptake and application on how much quantity of SKU | Payments, Orders Aggregators :- Count |
on basis of: 1) organization hierarchy(warehouses) + date range |
Drill down as table on orders(order id and SKUs under it with qty ) the scheme has been applied on |
| Poorest order performance outlet | Shows 10 outlets with least order amounts on map to locate the areas they come in. | Payments(sale), Order Aggregators :- Sum,Count,Average |
on basis of: 1) organization hierarchy(warehouse) + date range |
…. |
| Total order status |
Break up of
secondary orders divided by order states :- Taken, fulfilled, pending, rejected |
Sales State Aggregators :- Sum,Count,Average |
on basis of: 1) User hierarchy + date range |
Table showing order id, SKUs, order amount under the order status pie |
| Van Sales | Show information on how much loadout and loadin quantity have been done by user. | Aggregators :- Sum,Count,Average |
on basis of:
1) User Hierarchy + Date Range |
…. |
| Claims | Provides detail on claims filled by a user with additional information on approved by, claim type, claim date, approved amount and status against each claim |
…. |
on basis of:
1)User Hierarchy +Date Range |
…. |
| Primary / Secondary orders | Shows Order amount, quantity ordered in total orders, order count. | Primary/secondary payments Sum,Count,Average |
on basis of:
1) Organization
Hierarchy(warehouse) +Date Range |
…. |
| Collections | Provides collection details against a user with additional details on payments done by the user, balance against the payment and user. | Aggregators :- Sum,Count,Average |
on basis of:
1) User Hierarchy
+Date Range |
…. |
| Stock availability | Shows total SKU stock available at Distributor | Aggregators :- Sum,Count,Average |
on basis of:
1) organization
hierarchy(distributors/warehouses) |
…. |
| Least performing SKUs | Shows least performing SKUs in a list with order count and order amount | Payments Aggregators :- Sum,Count,Average |
on basis of:
1) Organization
hierarchy(outlet) +Date Range |
…. |
| Beat wise order | Reflects which beat has given how much order amount. | Payments, Order qty Aggregators :- Sum,Count,Average |
on basis of:
1)User Hierarchy +date range |
In place drill down from beat to outlets under the beat. On click of any outlet, open in table to show outlet name, order id, user.name, order amount |
| Focus SKU performance | Shows focus SKU for the company with units and cases ordered for the SKUS | Payments Aggregators :- Sum,Average |
on basis of:
1)Org Hierarchy
(warehouse) +date range |
…. |
| Employee Performance | Shows information on username, total new calls and productive calls made by the user . | Aggregators :- Count |
on basis of:
1) user hierarchy +date range |
…. |
| Average Time Data |
Shows username
and following parameters associated with the user :- No. of attendance days , avg time of first call time, avg last call time, avg time spent in market |
Dependent on Role ID s = 5,7,8 |
on basis of:
1)user hierarchy +date range |
…. |
| Team Efficiency |
Divide the entire
workforce into 4 parameters:- PJP adherence% High & Time in Market High– Goodfellas PJP adherence% High & Time in Market Low – Underworked PJP adherence% Low& Time in Market High – Hard Workers PJP adherence% Low & Time in Market Low – Slackers |
Time in Market-
2-9 hours with difference of .5 PJP Adherence- 20-100% with difference of 5 % Dependent on Role ID s = 5,7,8 |
on basis of:
1) User Hierarchy +Date Range |
On click of any of the 4 parameters in the widget, it should show a list of salesman with average time in market and PJP adherence as a table |
| User Wise Targets and Achievements | Targets and achievements related to Salesman (SKU) | Dependent on Role ID s = 5,7,8 |
on basis of:
1) User Hierarchy +Date Range |
…. |
| Asset Information for Outlets | List of assets with no. outlets it has been assigned to and drill down to names of assets with number | …. |
on basis of:
1)Org Hierarchy
(outlets) +date range |
Outlets with asset name and qty of asset assigned to outlet–> outlet name, asset a- 5 |
| Asset Audi ts | No. of time audits are done on assets with username performing the audits. | Aggregators :- Count,Average |
on basis of:
1)Org Hierarchy
(outlets) +date range |
…. |
| Beat Jump Reason |
User should be
able to view beat jump reasons with drill down to no. of beats jumped for the
selected reason. |
…. |
on basis of:
1)User Hierarchy +date range |
Drill down to beats Name under the reasons (table) |
| Trend Analysis | Order count and amount trend. | Payment |
on basis of:
1)Org Hierarchy
(till outlets) +date range |
…. |
| Today’s Attendance | Show total active users, present users, absent users, status of users for the current day(as configured by company) | …. |
on basis of:
1) Organization
hierarchy(areas) +date range |
Drill down of pie chart to show table with user.name, dates, present type or absent type if any associated on each of the categories |
| Time spent on beats | By default logged in user should be able to see the total time spent on beats. | …. |
on basis of:
1) User Hierarchy +Date Range |
Drill down to average time spent on outlets for the beat selected- in place drill down |
| Average Claim Approval Time | This widget gives Average approval time for a claim type. | …. | on basis of: Date range + user hierarchy | Drill down the level to :- 1. in place drill down from claim types to claim id and avg approval time on the claim ids |
| Transaction Cycle | Average time taken by order to go through different order states . | …. | on basis of: Date range + user hierarchy | ….…. |
| Source of Order | Demarcation of orders by the source of order taking – through retailers, distributors, warehouses | …. | on basis of: Date Range + Org hierarchy- Zone | 1. Drill down to show orders done by retailers/outlets in a table and orders done by distributors in table with outlet/distributor name , id and avg/sum of orders |
| Claim Approval | Claim approval status by role IDs and name for approval access. | ….…. | on basis of: Date Range | Drill down to give claim details id, role name, username, approval amount,approval time (in days) |
| Attendance Trend for user | Trend of user attendance throughout months. | …. | on basis of: 1. User hierarchy + Date Range | 1. Drill down from month to get days with line of present,absent,half day,not marked etc. 2.Table with username falling under present, absent, half day , not marked on clicking the date |
| Distributor- outlets trend | Distributor serving outlets. | …. | on basis of: 1. Organization hierarchy(till warehouses) + Date Range | …. |
