The Overview Dashboard

What the Overview Dashboard Shows

The Overview Dashboard is the home screen of Helm. It opens when you sign in, and you can come back to it from Dashboard > Overview in the sidebar. In one page it shows what is happening with today's orders, the orders that have just arrived, and how the business is performing over a period you choose.

Example: at 10am a warehouse manager opens Helm and sees 120 New Orders against 80 at the same time last week, with nothing yet in Packing. Before the afternoon courier collection, she moves two people from goods-in to packing.

The Sections at a Glance

Customising Live Orders

Each user can choose which statuses and folders appear in Live Orders, and in what order.

1. Click the settings icon in the top-right corner of Live Orders. The View Manager opens.

2. Under Add or Remove Columns, tick the order statuses you want to follow. Under Folders, you can also add any of your order folders.

3. Under Drag to Arrange Columns, drag the columns into the order you want, or click the cross to remove one.

4. Click Save.

To start again, click Reset to Default. To copy a colleague's layout, click Use View, choose their name and click Apply.

Choosing a Date Range and Comparison

The Dashboard figures, the Revenue chart and the Top 5 panels all follow the date range at the top right of the Dashboard section. Live Orders and Recently Added always show the latest data.

• Date range: pick a preset, such as Today, Last 7 Days, This Month or Last 12 Months, or choose Custom and set the From and To dates and times. Click Apply.

• Compare: choose Previous Period, Last Month or Last Year. Each figure then shows a percentage change against that period.

What the Figures Mean

In Live Orders, each column counts orders in that status, with a percentage showing the change since the same time a week earlier. Common columns include New Order, Processing, Picking, Picked, Packing, Draft, Cancelled Today and Despatched Today.

Best Practices

• Set up Live Orders for your role. A packing lead might show Picked, Packing and Despatched Today, while an account manager might add a folder for priority customers.

• Compare like with like. Use Last Year during seasonal peaks, and Previous Period for week-to-week checks.

• Watch the gap between Orders and Despatched Orders. A growing gap over a few days usually means work is building up somewhere in the warehouse.

• Set up Despatch Target Rules so On Target shows a meaningful figure.

• Go deeper with the other dashboards. Sales, Inventory, Customer Care, Cost and Warehouse Performance each focus on one area.

FAQ

Check the Overview Dashboard at the start of each shift to see where today's orders stand, then open the detailed dashboards or reports when something needs a closer look.