Order Management Analytics

Before using Order Management Analytics, confirm that your org has these prerequisites:

• Turn on Data 360, set up an admin user, and connect the source Salesforce org to Data 360.
• For B2B Commerce stores, Set Up Data 360 for B2B Commerce and Enable Einstein Generative AI and Agents for B2B and D2C Stores.
• For B2C Commerce storefronts, Provision a B2C Commerce Connection and then set up a B2C Commerce Connector. Then Enable Einstein Generative AI.

The Order Management Analytics dashboard and calculated insights are available if you have Data 360 provisioned with an OM Growth license. Data 360 and Einstein Generative AI power calculated insights.

To get AI-powered calculated insights, set up a data stream between Order Management and Data 360 by using convenient data kits. See Share Data Using Order Management File-Based Data Kits. Then you can turn on the connection between Data 360 and Order Management to access the dashboard and calculated insights. See Enable Order Management Analytics. To refresh the data on your dashboard, visit calculated insights in Data 360 and republish.

On the dashboard, use filters (1) to update visualizations based on specific locations and time periods. The filters don’t affect the calculated insights. View AI-powered calculated insights (2) and pinpoint locations that require operational review to enhance efficiency and order fulfillment performance. View the three fastest and slowest order processing times for location or category. Open an expanded view (3) to see all times across each metric.

Important If daily insights fail to generate, the system defaults to the most recent generated insight. This behavior can lead to discrepancies between AI Insights and the dashboard data.

• Enable Order Management Analytics
  Connect your org’s Data 360 license to Order Management to access the Analytics dashboard and create and view calculated insights.