Detail view: the orders behind the numbers

Click Details on a row in the trend report, and you'll get the full story behind that single number: key figures, development throughout the period, and finally the underlying orders.

This is the page you go to when you've seen something has moved and want to know why.

Key Figure Cards

Four cards at the top: RevenueUnits SoldProfit and Profit Margin

Each card shows the period's number prominently, the comparison period's below, and a badge with the change. If the row has no sales in the comparison period, it says New instead of a percentage.

The numbers are the same as on the row you clicked — same period, same comparison, same basis. They cannot disagree with the table.

In the top right, there's a badge with the basis, for example Excl. VAT or returns included, so you see which view you are reading.

Graph

Below the cards is the development throughout the period, with the two periods shown as two lines. The heading names the periods and has a badge with the total change.

The tabs on the right change what the graph measures:

Missing purchase price on order lines, Profit is not available. The graph would then draw revenue under the name profit, contradicting the key figure cards on the same screen.

Day or month

The graph selects resolution based on the length of the period:

Above the graph, it states which one you are viewing — «Daily» with the number of days, or «Monthly» with the number of months.

The reason is that short periods do not have enough months to draw. «This month versus last month» would become two points and a line between them; per day you see where in the month it turned.

The key figures below the graph follow the same resolution: for a short period, it says Best day, for a long one Best month. Next to it is which point is weakest against the comparison period, and how large a share this row is of all categories or products in the report.

The trend often says more than the total. A steady decline throughout the period is different from a sharp drop at one point, even when the sum is the same.

The orders behind these figures

At the bottom is the list of orders that contribute to the numbers above — date, order number, customer, channel, units, line revenue, line profit, and margin.

Above the list is a sentence stating how many orders there are, and that they sum up to the same turnover as shown on the cards. This is not decoration: it is the reconciliation. If you cannot get the list to match the numbers above, it is something to report.

Note that the list shows complete orders that contain at least one line of the category or product you are viewing. An order can therefore also contain other items — but it is the line revenue and line profit that are included in the figures.

The list can be filtered and exported in the same way as the main table.

Back

The button at the top left takes you back to the trend report — in the same view you left, with the same dimension, level, and period. The browser's back button does the same.

Tips

• If you have a drop you don't understand: look at the graph first. One bad point indicates a single event, a steady drop indicates price, stock, or competition.
• If you want to see day by day instead of month by month, narrow down the period in the report before clicking Details. The graph changes resolution at 62 days.
• If the row is a category, remember that a product can be in multiple categories. The order list tells you which items it actually applies to.