The dashboard is the main analytics screen where you can see your wholesale operation's performance at a glance.
How it works
When you access the analytics section, the dashboard displays your wholesale business's key sales metrics:
- Total revenue: the total amount billed in the selected period, reflecting your wholesale operation's volume.
- Order count: how many wholesale orders were completed in the period.
- Average order value: the average amount per order. In wholesale operations, this metric is key for evaluating whether buyers are reaching expected volumes.
You will also find charts and visualizations that help you understand your business trends:
- Revenue chart: wholesale sales evolution over time. Allows you to identify seasonality, the impact of price changes, and campaign effectiveness.
- Top-selling products: ranking of items with the highest sales volume. Essential for managing stock and negotiating with suppliers.
- Buyer segmentation: distribution of your wholesale buyers across relevant categories such as geographic zone, purchase volume, or assigned sales rep.
- Abandoned carts: the dashboard shows the count of buyers who left a cart unfinished, including a comparison with the previous month. To see who they are and open each cart, go to Customers and filter by Abandoned cart: you can review the date, the products each buyer left, and send them a WhatsApp with a link to their cart to recover it.
Available options
- Date range filter: select the period you want to analyze (today, last week, last month, custom range).
- Period comparison: compare current results with previous periods to detect growth or decline trends in your wholesale operation.
Registered customers funnel
The dashboard includes a funnel that shows the journey of buyers who registered in the store during the selected period, broken down by stage:
- Total new registrations: how many new buyers joined your wholesale portal.
- Without purchases: how many remained registered but have not yet placed any order. Useful for identifying follow-up opportunities.
- With abandoned cart: how many built a cart but did not complete the purchase.
- With purchases: how many completed at least one order.
The conversion rate for the period is also shown (percentage of registrations that ended up buying), along with the monetary value generated by those conversions.
Other dashboard sections
- Cancelled orders: number and amount of cancelled orders, with a percentage comparison against the previous month. Useful for detecting service bottlenecks, logistics issues, or poorly qualified leads.
- Top-selling products: ranking of items with the most sales in the period, useful for stock replenishment planning.
- Customer behavior: aggregate store activity (purchases, products added to cart, and other interactions).
- Sales map: geographic distribution of orders in the period, to see where your wholesale buyers are coming from.
Limitations
The metrics dashboard works on the last 30 days. Analyzing longer periods is not available from this screen — for extended historical reports use the Reports section or export orders.
Tips
- Review the dashboard regularly to identify changes in your wholesale buyers' purchasing behavior and anticipate stock needs.
- Use date filters to analyze specific periods such as peak seasons, price list changes, or post-campaign periods.
- Pay attention to average order value; an increase may indicate that minimum order or volume pricing strategies are working.
- Compare equivalent periods (for example, the same month of the previous year) for a realistic view of your wholesale business growth.
- If the funnel shows many registrations without purchases, review the approval flow, registration questions, and the "How to buy" page — that is usually where the first purchase gets stuck.
- Watch the sales map regularly: it helps you spot underperforming zones where you could activate a sales rep or launch a campaign.