Dashboard Module

Dashboard Module

• The Connection Dashboard is accessed by clicking the Dashboard icon.
• Displays customized data from the selected connected company.
• Retailers configure dashboards for each supplier, surfacing key metrics, documentation requests, and updates.
• Suppliers can also publish data back to retailers (depending on licensing tier).

Dashboard Elements

Quick Links

• Shortcuts to internal systems, supplier portals, reference documentation, and tools.
• Common examples:
  • Marketplace management tools
  • Quality control platforms
  • EDI portals

Self-Assigned Tasks

• Users can assign tasks to themselves from a predefined workflow.
• Common use cases include:
  • Internal compliance checks
  • Supplier training modules

The Wiki 

• Retailers publish supplier-facing documentation here.
• Common wiki topics include:
  • Chargeback policies
  • LTL shipping requirements
  • Supplier compliance checklists

Metrics (BPOs)

• Metrics cards show KPIs configured by the connected company.
• Common supplier performance metrics include:
  • Revenue
  • Invoice Accuracy
  • Customer Satisfaction
  • Quality Scores
• Metrics are powered by Business Process Objects (BPOs).

Tasks Grid

• Displays tasks assigned by the selected connected company.
• Clicking a task opens task details (screenshot needed).
• The full Tasks Module provides more filtering and assignment options (covered later).
• Companies can include orders, invoices, payments, inventory, and virtually any other business objects they require.

Best Practices

✅ Individual Assignment - Assigned to a specific user.

✅ Monitor Supplier Performance Metrics – Stay informed about key KPIs. 

✅ Leverage the Wiki – Find supplier process documentation easily.