Viewing account summary dashboards

The account dashboard provides account managers with a comprehensive, centralized summary view of key components and metrics to monitor and optimize their B2B order management processes. The account summary dashboard shows the strategic charts and KPIs for selected accounts.

About this task

Access the account dashboard and view the key performance indicators (KPIs) as follows.

Procedure

  1. Log in to Order Hub.
  2. From the main menu, select Dashboards > Account.
  3. Under Account, select the account that you want to view the data for from the drop-down menu.
  4. Under Select time frame, select the time period that you want to view the data for.
    You can select to view the data from today, the previous seven days, the previous 30 days, or create your own custom time period. The time periods are in the format mm/dd/yyyy. To create a custom time period, select Custom and then select a start and end date .

Results

You see a set of charts that show various KPIs for the selected account. You can also view operational insights to proactively address potential issues with the account by selecting the Operational issues tab.