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          Order Analysis

          Order Analysis

          Use the Order Analysis dashboard to gain real-time insights into order processing performance. Fulfillment operators can monitor critical KPIs, analyze order and task statuses, and investigate individual orders to ensure timely delivery.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited editions of Agentforce Revenue Management

          Filter the data in this dashboard by Account Name, Product Name, Order Start Date, and Time Period to gain a personalized and focused view of order fulfillment performance.

          • The Overall KPIs section in both the Orders and Tasks tabs highlights critical metrics including total orders or tasks, failed orders or tasks, and those in jeopardy. These KPIs provide a high-level snapshot of the operational health of the fulfillment process, helping teams act quickly on potential issues.
          • The Order and Task Analysis section includes visual charts that display order distribution by order status and task distribution by task status. This helps fulfillment teams identify process bottlenecks, track task execution, and monitor real-time status across the fulfillment lifecycle.
          • In the Milestone Analysis section, the Order Distribution by Milestone Reached chart visualizes how orders are progressing through fulfillment milestones. Users can sort this chart by step type (e.g., Manual, System) to better understand where delays or issues may be occurring.
          • The Order Distribution Table provides a detailed view of individual orders. For each order number, it lists the associated fulfillment steps, jeopardy status, step state, and type. This table allows fulfillment operators to track specific order progress and identify exceptions or delays at a granular level.
          Example
          Example A fulfillment manager notices a spike in Orders in Jeopardy and uses the dashboard to drill into affected milestones, identify delays, and reallocate resources to minimize fallout.
           
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