ID517 - Sales Orders Insights (Power BI) Overview & Sample:

Power BI Dashboard for Sales Order insights


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ID348 is our process designed to keep sales reps etc updated on the status of their sales orders; however, we never had any visuals to go with it. This Power BI dashboard is not just a visual for all equipment orders but will also allow you to research all orders. ID815 will auto update the status on equipment orders as well as create the setup and delivery calls needed. Our CRM connector (SalesForce, SalesChain etc) will allow you to push orders into eAuto and have one order per host.
We also show what equipment (manufacturer, model or IT) your reps are selling, average days to invoice, where in the delivery each deal is with drill down, rep ranking, deal profit, and much more. See samples below.
We use the term "Deal" for the complete order versus the many Sales Order you may have in eAuto, we recommend one order per host.

Download template here:



Type of Output: On Demand Power BI Dashboard Report

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Home Page:


Open Orders Cockpit:

We break orders into 6 buckets. (1) Pending, (2) Procurement, (3) Shop/Prep, (4) Ready for Delivery, (5) Ready to Bill & (6) Invoiced. Then show you $s & number of Orders for each bucket.


Orders by bucket


Average Days to Invoice


By Cluster


Deal Profit



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**You must enter Order Statuses OR On Hold Codes, but not both.




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Alert Functionality

Alert Functionality

1. See here for getting Power BI in place. 

2. Download template HERE

When downloading template for first time (not subsequent updates/revisions), please allow up to 30 minutes before attempting to refresh to allow our background tables to populate.

3. You must be subscribed to ID517 for this to install and run as we push needed support tables.

4. Requirement: set your scheduled refresh in workspace at top of the hour, not 30-min after (as our background refresh runs at top of the hour, :00). You can set this to auto refresh up to 8 times per day to keep your consumers updated as Sales Orders change throughout the day.

5. Need to complete Model Mapping of Model Categories (via ID295 App) to see reporting at Model Category Level, details HERE


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Power BI Reporting

Power BI Reporting

1. Four Main Sections, with descriptions:


Summaries & Workflows

For example, see Profit by Sales Manager, then Sales Rep:


Open Orders broken down by status:



Sales Performance

By Product / Model Category:



Operational Effectiveness

Average Days to Invoice:



Financial Contribution

Sales in Progress:



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Related Alerts

Related Alerts

ID281 - Customer Retention Rate Power BI

ID568 - eAuto Activity Trends Power BI

ID704 - The Financial "Model" Power BI

ID770 - Financial Dashboard Power BI

ID771 - Service MIF & Profitability Power BI

ID774 - Customer Business Review Power BI


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