Widgets info overview

• Sales Widget - We want to present the information about order totals in specific time. The data presented should be for all orders, regardless of their statuses but having the option to drop cancelled in said month totals. This means we want to track:
  • all order totals in their respective date and time of creation
  • cancelled order totals by their date and time of cancellation and date and time of order creation
  • date and time of order creation and We want the widget to have an option to showcase totals and remove cancellations in the month the cancellation occurred with the selection of a tick-box. It also needs to be able to display results in all available currencies (selection of EUR without account specifics should show us all sales that happened in EUR) or default currencies (globally for the business this means GBP - in which case we need to use the proper exchange rate value for the day to be able to properly convert and give a full insight of all sales in the business) for our own business or the seller's requirements (a parameter stating the seller's default currency so if we have a Indian seller they can select INR and we can convert everything they are selling also to INR to feed back to their own Hemisphere instance) Filters to have:
    • Business Unit - the different business units in the company (MS vs Arcade in this case)
    • Currency - default + specific currencies
    • Account - breakdown available only if client is selected. If we want to push it further and make it more robust we can select distinct MP of the account and if no client is selected show global business values per the distinct MP
    • Time period - preset time periods deciding for the graph data range gather and display
      • Today - display a graph in hours
      • This Week - display a graph in days
      • This Month - display a graph in days
      • This Quarter - display a graph in weeks
      • This Half - display a graph in weeks
      • This Year - display a graph in months
      • From the beginning of time - display a graph in years (Up to the last 10 years)
    • Seller - breakdown available only if business unit is selected. If Arcade is selected we should give the option for filtering by the actual supplier. If MS is selected we should give the option for filtering by Hemisphere instance
    • Country - all available shipping destination countries on gathered totals
    • Compare to Last {{time_period}} - an option to trigger displaying a second faded graph for the previous time from the same length (today/yesterday, February/January, etc.) From the beginning of time should compare with a graph starting an year before the first available
    • Remove Cancelled - an option to trigger removal of cancelled orders from the displayed totals for the said periods in which cancellation occurred
    • Targets - an option to trigger displaying a second faded graph for the targets (if such are specified) for the selected period. Targets must be defined in a separate section for the widget to pull as info to display
    • Forecast - an option to trigger displaying a second faded graph for the forecast (if such is specified) of the next same period as the currently selected one. Forecast must be defined in a separate section for the widget to pull as info to display NOTE - all filters must operate in cohesion with all other filters. If someone selects Country = Germany but someone from Germany ordered from a UK based MP operating in GBP we expect to have in the Currency filter the options = Default / EUR / GBP that are to provide their respective accurate values
• Heat Map - We want to present the information about product price range performance for the business across different selections. The data presented should be number of ordered products within their price range. We want the widget to display the information in a boxed way in specific price range bands and specific quantity range bands
  • Price range - For the purpose of the build I will define specific ranges. TODO: It is good to think though on a mechanism to substitute or combine these based on values to display a more accurate picture for the bands. Another option is to get them from the DB / widget settings and flex price according to them
    • 0 - 24.99
    • 25 - 49.99
    • 50 - 74.99
    • 75 - 99.99
    • 100 - 149.99
    • 150 - 199.99
    • 200 - 299.99
    • 300 - 499.99
    • 500 - 999.99
    • 1000 +
  • Quantity range - same as Price range
    • 0 - 10
    • 11 - 25
    • 25 - 50
    • 51 - 100
    • 100 - 200
    • 201 - 500
    • 501 - 1000
    • 1000 + Filters to have:
      • Client
      • Account
      • Time period
      • Seller
      • Country NOTE - This widget is to work only with the default currency value (for our business GBP or the defined Seller default currency)
• Time tracker & Day tracker We want to present the information about the specific hour / day in which orders are occurring. Data should be presented in numbers of orders + average order value for that hour / day We want the widgets to display the information in a structured and peaking manner (probably through a bar chart) for ease of use seeing trends of orders in specific hour / day across the globe Filters to have:
  • Client
  • Account
  • Time period
  • Seller
  • Country NOTE - Please have in mind we are expecting two widgets here (or based on how we can add widgets it can be one with toggle between day / time for example and someone will be able to pull two such widgets on their dashboard)
• Category Managers - We want to present the information for sales on different accounts combined and compared to respective targets for such accounts. Data should be converted in % and display in progress targets and completed already targets. The targets setup is to be taken from the same place as for Sales Targets with defined either time periods or "project" by which can be filtered at later stage The widget should display a race (house cup race) between the selected category managers / account managers and the completion of their target % wise. We should be able to showcase the faces of the category managers / account managers and their targets in a filling bar chart that is placing the one closer to the target always in first place. The % of completion should be following a RAG colouring with:
  • Below 50% being Red
  • Between 50.01 and 80 being Amber
  • Above 80.01 being Green Filters to have:
    • Business Unit
    • Project NOTE - Vladi promised me cool animations