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Analytics Dashboard Overview

Understand your business performance with comprehensive analytics and insights

What is the Analytics Dashboard?

The Analytics Dashboard provides a comprehensive view of your 3D printing business performance. It tracks revenue, orders, client activity, material usage, and payment status across different time periods. All data is automatically calculated from your completed orders and updates in real-time.

Tip: Analytics focus on completed orders only. Orders in other statuses (pending, processing, cancelled) are shown separately in status breakdowns but don't affect revenue calculations.

Key Performance Metrics

The dashboard displays four primary metrics at the top that summarize your business performance for the selected time period:

Revenue

Total revenue from all completed orders within the selected time range. This metric only counts orders with status "completed" and displays the amount in your selected currency (USD, CAD, or EUR).

Example: If you have 5 completed orders worth $50, $75, $100, $125, and $150 in the last 30 days, your revenue metric will show $500.

Total Orders

The count of completed orders in the selected time period. This helps you understand order volume and business activity levels.

Example: If you completed 15 orders last week and 12 orders this week, selecting "7D" will show 12 orders.

Active Clients

The number of unique clients with completed orders in the selected time range. This counts each client only once, even if they have multiple orders.

Example: If Client A has 3 orders and Client B has 2 orders this month, your active clients count is 2, not 5.

Average Order Value

The mean revenue per completed order in the selected period. Calculated by dividing total revenue by total orders.

Formula: Average Order Value = Total Revenue ÷ Total Orders
Example: $1,500 revenue ÷ 20 orders = $75 average order value

Charts and Visualizations

The dashboard includes multiple interactive charts that visualize your business data over time:

Revenue by Order Creation Date

Shows revenue from completed orders plotted at the date they were originally created. This helps you see when high-value work was started.

Revenue by Completion Date

Displays revenue plotted when orders were marked as complete. This reflects when money was actually earned.

Order Volume

Tracks the number of completed orders over time to identify busy periods and seasonal trends.

Order Status Trends

Stacked area chart showing the distribution of order statuses (completed, processing, pending, cancelled) over time.

Payment Status Trends

Visualizes payment status distribution (paid, partially paid, unpaid) to track cash flow and outstanding payments.

Data Tables and Leaderboards

Below the charts, you'll find detailed tables with additional insights:

Material Usage Leaderboard

Ranks filament materials by usage frequency in completed orders. Shows which materials are most popular in your business.

  • • Displays rank, material name, order count, usage percentage, and visual bar
  • • Paginated to show 10 materials per page
  • • Top 3 materials highlighted with different background
  • • Footer shows total materials, total orders, and most popular material

Client Leaderboard

Ranks clients by total revenue from all their completed orders (all-time data from client statistics).

  • • Shows rank, client name/email, order count, total revenue, and average order value
  • • Paginated to show 10 clients per page
  • • Top 3 clients highlighted
  • • Footer displays total clients, combined revenue, and total orders

Accessing the Analytics Dashboard

Navigation

To access the Analytics Dashboard:

  1. 1. From any page in your dashboard, click on "Analytics" in the left sidebar
  2. 2. The analytics page will load with the default "1M" (Last 30 Days) time range
  3. 3. All charts and metrics automatically update based on your orders data

Note: Analytics data updates in real-time. When you create, edit, or complete orders, the analytics dashboard will automatically reflect these changes without needing to refresh the page.

Understanding Empty States

When you first use the analytics dashboard or select a time period with no data, you'll see empty state messages:

Common Empty States

  • "No completed orders for this period" - No orders have been marked as completed in the selected time range
  • "No revenue data for this period" - No revenue generated in the selected time frame
  • "No material data available" - Orders don't have material information specified
  • "No leaderboard data available" - No clients have completed orders yet

Tip: If you see empty states but know you have data, try selecting "ALL" time range to see all historical data, or verify that your orders are marked as "completed" status.

Currency Display

Currency Conversion

All revenue and monetary values in the analytics dashboard display in your selected currency preference (set in dashboard header). The system stores all order totals in USD internally and converts them to your selected currency for display.

  • USD ($) - United States Dollar (base currency, no conversion)
  • CAD (CA$) - Canadian Dollar (converted from USD)
  • EUR (€) - Euro (converted from USD)

Note: Changing your currency preference updates all analytics values instantly across all charts and metrics.

Performance and Loading

Real-Time Data

The analytics dashboard uses Firestore real-time listeners to automatically update when your data changes. This means:

  • • Changes to orders reflect immediately in analytics
  • • Multiple users can view synchronized data
  • • No need to manually refresh the page
  • • Loading indicator appears when data is being fetched

Tip: If you have a large number of orders (500+), initial loading may take a few seconds. The system efficiently processes all data to generate accurate analytics.

Best Practices

  • Check analytics weekly - Regular review helps identify trends and opportunities early
  • Use different time ranges - Compare short-term (7D) with long-term (1Y) to spot seasonal patterns
  • Monitor client leaderboard - Identify your most valuable clients for relationship building
  • Track material usage - Stock popular materials to avoid delays
  • Watch payment status - Keep track of outstanding payments to maintain cash flow
  • Export data regularly - Download CSV reports for external analysis or record-keeping
  • Mark orders as completed promptly - Accurate status ensures accurate analytics

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