Customising the dashboard

NorthProfit starts with a dashboard for revenue, profit, costs, orders and marketing. You can show or hide tiles and rearrange areas. From Growth, your own dashboard settings are stored in your account; without this release, customisations stay local in the browser.

Showing or hiding tiles:

1. Click “Customise dashboard” at the top right.
2. Switch the tile you want on or off.
3. Close the dialog with “Done”; changes are saved automatically.
4. To change the order, drag the areas directly on the dashboard to where you want them.

Which areas are there?

Metrics:

• Revenue · Net profit · Margin · Orders · Order value · MER

Trends:

• Revenue and profit
• Orders per day
• Cost structure
• Revenue by country
• Payment methods

Lists:

• Top products
• Top customers
• Latest orders
• Inventory risks

Returns:

• Return rate
• Common return reasons

Typical views:

• Marketing: revenue, MER, campaigns and creatives.
• Management: profit, cost structure, customer value and inventory risks.
• Tax advisor: revenue, tax status, receipts and DATEV review status.

When we add new tiles, your existing dashboard stays unchanged. You decide yourself whether to show new areas.

Resetting:

Open “Customise dashboard”, show the areas you want again and rearrange them on the dashboard. This only changes the view, not your data.