Discover how, when, and with which staff potential customers turn back from their orders. Insights gives you the no-nonsense data on deleted orders so you’re aware of any sudden spikes in deleted orders.
Note - only staff with the permission "Delete Held Orders" enabled will be able to delete open/sent orders.
Tracking deleted orders on Insights is easy, simple, and with three dashboards to choose from - depending on what scope you wish to review
1. Company Overview - Deleted Orders
Get a view on the following (see image below):
- Value and number of deleted orders on a company level
- Daily and by-day-of-the week reporting of deleted orders on a company level
- Site comparison of the percentage, number, and value of orders deleted
2. Site Summary - Deleted Orders
Get a view on the following (see image below):
- Value and number of deleted orders on a site level
- Daily and by-day-of-the week reporting of deleted orders on a site level
- A staff summary and comparison of deleted order total value, total number, and average value of deleted orders
- A register summary and comparison of deleted order total value, total number, and average value of deleted orders
3. Deleted Order Details
This is a tabular report (see image below) showing details such as the deletion date, order number, linked staff member, and deleted order value
Access the Deleted Orders Dashboards
1. From Insights, select Deleted Orders
2. Choose from the three dashboards (discussed above)
3. Once you open a dashboard, In the Filters field, select the Site Name (and/or Company Name), Date Range, and etc.- then select Run
Frequently Asked Questions
How can I see what products were deleted?
You can’t at the moment, but if you’re investigating a particular issue and you need to know something, please reach out to Support. We may be able to help.