Intelligent Order Management Insights reporting

Microsoft Dynamics 365 Intelligent Order Management provides comprehensive, out-of-box reports that are known as Insights. Insights cover a broad range of key performance indicators (KPIs) that are critical for your business.

You can use Insights to find various metrics, such as products by order line, orders that are in jeopardy, returns by return reason, on-time shipped ratio, and fill rate.

Intelligent Order Management Insights are powered by embedded Power BI.

Navigating reports

Every Insights dashboard includes filters, help text, and settings. (The numbered paragraphs correspond to the numbered callouts in the illustration.)

1. Filters – Each dashboard includes a date filter and data filters that are relevant to the page. For example, the Orders Insights page has filters for Providers and Ship to country. Each filter updates the visuals on the whole page.

2. Help text – Each visual on the dashboard has an i button that shows helpful information about the related visual.

3. Settings – When each visual is selected, a toolbar of additional settings appears. Here are some of these settings:

   • Drill up, Drill down, and Next level in hierarchy – Drill up or down on the visual to view the next level up or down in the data. For example, you can drill up from Months to Year.
   • Next level in hierarchy and Expand all down one level in the hierarchy – Expand levels down in the hierarchy of data. For example, you can expand from Months to Quarters.
   • Filters on visual – Show the current filters that affect the visual.
   • Focus mode – Go to an expanded view of the visual.
   • Export data – Export the underlying data to a file in comma-separated values (CSV) format. Any filters that affect the visual will be used in the export.
   • Show as a table – View the underlying data for the visual in table format.
   • Spotlight – Highlight the visual.
   • Get insights – View automatically generated Insights for the visual, if they're available.
   • Sort axis – Customize axis information for the visual.

Insights metrics

The following table provides the full list of current metrics and descriptions for Insights. The descriptions in the table match the help text descriptions that are available in the product.

The "Category" column indicates the category in the left navigation. The "Page" column indicates the tab on the actual page where the report exists. For example, select Order dashboard in the left navigation, and then select the Return Insights tab to open the page that shows all the return-related metrics.

Category	Page	Metric	Type	Description
Order dashboard	Overview	Lines per order	KPI	Average order lines per order received.
Order dashboard	Overview	Orders mtd	KPI	Total orders received for current month to date (Page date filters don't update this KPI).
Order dashboard	Overview	Orders mom growth rate	KPI	Growth rate of orders received month over month.
Order dashboard	Overview	Revenue (base) mtd	KPI	Total revenue of all orders for current month to date (Page date filters do not update this KPI).
Order dashboard	Overview	Revenue (base) mom growth rate	KPI	Growth rate of revenue from orders month over month.
Order dashboard	Overview	Orders by provider	Graph	Orders received grouped by order providers connected to Intelligent Order Management.
Order dashboard	Overview	Order details by region	Map	Map view of each order destination region's order details, such as revenue or order count.
Order dashboard	Overview	Orders by date	Graph	Order count by date on a trendline.
Order dashboard	Overview	Orders by status reason	Graph	Order count grouped by order status.
Order dashboard	Overview	Top products by order line	Graph	Top products ordered based on order lines.
Order dashboard	Order insights	Lines per order	KPI	Average order lines per order received.
Order dashboard	Order insights	Orders	KPI	Total orders received.
Order dashboard	Order insights	Order lines	KPI	Total order lines received.
Order dashboard	Order insights	Orders past due	KPI	Orders that are past the requested delivery date.
Order dashboard	Order insights	Revenue (base)	KPI	Total revenue of all orders.
Order dashboard	Order insights	D orders	Graph	Sales orders that are delayed from delivery by revenue and order count.
Order dashboard	Order insights	Orders in jeopardy	Graph	Sales orders that are in jeopardy as they haven't been sent to fulfillment and are at risk of being delayed by revenue and order count.
Order dashboard	Order insights	Order lines by status reason	Graph	Order lines count grouped by order status.
Order dashboard	Order insights	Order lines by provider	Graph	Orders lines count grouped by order providers connected to Intelligent Order Management.
Order dashboard	Order insights	Revenue (base) by provider	Graph	Revenue of orders received grouped by order providers connected to Intelligent Order Management.
Order dashboard	Order insights	Orders by shipping method	Graph	Order count grouped by shipping method. For example, FedEx or UPS.
Order dashboard	Order insights	Order lines by provider	Graph	Order lines count grouped by order providers connected to Intelligent Order Management.
Order dashboard	Order insights	Lines per order by provider	Graph	Average orders lines per order, grouped by provider.
Order dashboard	Returns insights	Products returned	KPI	Total count of returned products.
Order dashboard	Returns insights	Return orders	KPI	Total count of returned orders.
Order dashboard	Returns insights	Return order lines	KPI	Total count of returned order lines.
Order dashboard	Returns insights	Revenue loss (base)	KPI	Total revenue lost from returns.
Order dashboard	Returns insights	Return rate (revenue)	KPI	Return rate by revenue of returns against revenue of sales orders.
Order dashboard	Returns insights	Return rate (orders)	KPI	Return rate by order line count of returns against order line count of sales orders.
Order dashboard	Returns insights	Returns by customer	Graph	Returns count grouped by highest volume order customers.
Order dashboard	Returns insights	Returns by delivery carrier	Graph	Returns count grouped by delivery carriers such as FedEx or UPS.
Order dashboard	Returns insights	Top five returned products	Graph	Top five products by quantity returned.
Order dashboard	Returns insights	Returns by return reason	Graph	Returns count grouped by return reason.
Order dashboard	Returns insights	Returns by order status	Graph	Returns count grouped by order status.
Order dashboard	Returns insights	Returns by fulfillment status	Graph	Returns count grouped by fulfillment status.
Order dashboard	Returns insights	Returns by warehouse	Graph	Returns count grouped by warehouse.
Order dashboard	Returns insights	Returns by country	Graph	Returns count grouped by country on a map view.
Order dashboard	Fulfillment insights	Fulfillment lines	KPI	Total fulfillment lines created.
Order dashboard	Fulfillment insights	Internal cycle time (hours)	KPI	The average time it takes to ship an order.
Order dashboard	Fulfillment insights	Internal cycle time (sla)	KPI	SLA percentage representing orders that have shipped by an internal cycle time goal.
Order dashboard	Fulfillment insights	Fulfillment lines shipped	KPI	Total fulfillment lines that have been shipped.
Order dashboard	Fulfillment insights	Shipped quantity	KPI	Total orders that have been shipped.
Order dashboard	Fulfillment insights	On-time shipped ratio	Graph	On time shipped percentage shows the percentage of orders delivered on time. Orders without a requested ship date are excluded from this metric.
Order dashboard	Fulfillment insights	Book to ship ratio	Graph	Book to ship ratio shows the value ratio of orders booked vs shipped.
Order dashboard	Fulfillment insights	Fill rate	Graph	Fill rate shows the percentage of orders that have been fulfilled successfully.
Order dashboard	Fulfillment insights	Fulfillments by source type	Graph	Fulfillment orders grouped by source type such as Warehouse.
Order dashboard	Fulfillment insights	Fulfillments by region	Map	Map view of fulfillment order details grouped by region of order destination.
Order dashboard	Fulfillment insights	Fulfillment lines shipped	Graph	Count of fulfillment lines shipped on a trendline.
Order dashboard	Fulfillment insights	Internal cycle time (hours)	Graph	The average time it takes to ship an order by date on a trendline.
Order dashboard	Fulfillment insights	Internal cycle time (sla)	Graph	SLA percentage representing orders that have shipped by an internal cycle time goal by date on a trendline.
Licenses	Overview	Total order lines	KPI	Total order lines received.
Licenses	Overview	Orders lines MTD	KPI	Total order lines month to date. Page date filters don't update this KPI.
Licenses	Overview	Orders lines mom growth rate	KPI	Growth rate of orders lines received month over month.
Licenses	Overview	Order lines by date	Graph	Order lines by date on a trendline.
Licenses	Overview	Total order lines by date with 6 month proj	Graph	Count of total order lines by date on a trendline, with a six month projection into the future based on historical data.
Product insights	Overview	Orders	KPI	Total orders received.
Product insights	Overview	Order lines	KPI	Total order lines received.
Product insights	Overview	Lines per order	KPI	Average order lines per order received.
Product insights	Overview	Ordered quantity	KPI	Total quantity of products ordered from sales orders.
Product insights	Overview	Ordered quantity per order	KPI	Average quantity of products ordered from sales orders.
Product insights	Overview	Active products	KPI	Current active products in your inventory.
Product insights	Overview	Top products by order lines	Graph	Top products ordered grouped by order lines.
Product insights	Overview	Top products by ordered quantity	Graph	Top products ordered grouped by ordered quantity.
Product insights	Overview	Top products by revenue (base)	Graph	Top products ordered grouped by revenue.
Product insights	Overview	Top products by order lines over time	Graph	Top products ordered grouped by order lines on a trendline.
Product insights	Overview	Key influencers/top segments	?	Key influencers and top segments responsible for product sales.
Monitoring	Order anomalies	Order quantities	Graph	Quantity of ordered products on a trendline with any anomalies. Anomalies are defined as any value that is below 70% of the expected range of that value based on historical data.
Monitoring	Order anomalies	Revenue	Graph	Revenue from orders on a trendline with any anomalies. Anomalies are defined as any value that is below 70% of the expected range of that value based on historical data.
Monitoring	Order anomalies	Top product revenues	Graph	Top products by quantity ordered on a trendline with any anomalies. Anomalies are defined as any value that is below 70% of the expected range of that value based on historical data.
Monitoring	Order anomalies	Order delays	Graph	Delayed orders on a trendline with any anomalies. Anomalies are defined as any value that is below 70% of the expected range of that value based on historical data.
Monitoring	Order anomalies	Quarterly revenue	Graph	Revenue of orders by quarter on a trendline with any anomalies. Anomalies are defined as any value that is below 70% of the expected range of that value based on historical data.
Monitoring	Order anomalies	Orders	Table	Total orders on a trendline with any anomalies. Anomalies are defined as any value that is below 70% of the expected range of that value based on historical data.
Provider insights	Overview	Total requests	KPI	Total message and action events associated with providers connected to Intelligent Order Management. For example, big Commerce orders and order updates, FedEx shipping, and delivery notifications.
Provider insights	Overview	MTD total request growth rate	KPI	Growth rate month to date of requests associated with providers connected to Intelligent Order Management. Page date filters don't update this KPI.
Provider insights	Overview	SLA total requests	KPI	Percentage of requests that met the SLA for a given provider connected to Intelligent Order Management, where the SLA is defined as the length of allowable time for an event to process.
Provider insights	Overview	Total requests failed	KPI	Total requests from providers that have failed.
Provider insights	Overview	Total requests above threshold	KPI	Total requests that exceeded the allowable time for an event to process for a given provider.
Provider insights	Overview	Total requests by provider	Graph	Total requests grouped by providers connected to Intelligent Order Management.
Provider insights	Overview	Total requests and message type by provider	Table	Total requests grouped by provider and type/ This includes inbound vs outbound.
Provider insights	Overview	Total requests by date	Graph	Total requests by date on a trendline.
Provider insights	Overview	Total requests failed by date	Graph	Total failed requests by date on a trendline.
Provider insights	Overview	Total requests above threshold by date	Graph	Total requests that exceeded the allowable time for an event to process for a given provider by date on a trendline.
Provider insights	Inbound requests	Inbound requests	KPI	Total requests coming FROM providers connected to Intelligent Order Management. For example, an order from Big Commerce or a shipping notification from FedEx.
Provider insights	Inbound requests	MTD inbound request growth rate	KPI	Growth rate month to date of requests coming FROM providers connected to Intelligent Order Management. Page date filters don't update this KPI.
Provider insights	Inbound requests	SLA inbound requests	KPI	Percentage of inbound requests that met the SLA for a given provider connected to Intelligent Order Management, where the SLA is defined as the length of allowable time for an event to process.
Provider insights	Inbound requests	Inbound requests failed	KPI	Total requests coming FROM providers that have failed.
Provider insights	Inbound requests	Inbound requests above threshold	KPI	Total inbound requests that exceeded the allowable time for an event to process for a given provider.
Provider insights	Inbound requests	inbound requests by provider	Graph	Total requests coming FROM providers, grouped by providers.
Provider insights	Inbound requests	Inbound requests and message type by provider	Table	Total requests coming FROM providers, grouped by providers and inbound type.
Provider insights	Inbound requests	Inbound requests by date by provider	Graph	Total requests coming FROM providers by date on a trendline.
Provider insights	Inbound requests	Inbound requests failed by date by provider	Graph	Total requests coming FROM providers that have failed by date on a trendline.
Provider insights	Inbound requests	Inbound request anomalies on execution time	Graph	Providers with inbound requests that exceeded the allowable time for an event to process.
Provider insights	Outbound requests	Outbound requests	KPI	Total requests sent TO providers connected to Intelligent Order Management.
Provider insights	Outbound requests	MTD outbound requests growth rate	KPI	Growth rate month to date of requests sent TO providers connected to Intelligent Order Management. The Page date filters don't update this KPI.
Provider insights	Outbound requests	SLA outbound requests	KPI	Percentage of outbound requests that met the SLA for a given provider connected to Intelligent Order Management, where the SLA is defined as the length of allowable time for an event to process.
Provider insights	Outbound requests	Outbound requests failed	KPI	Total requests sent TO providers that have failed.
Provider insights	Outbound requests	Outbound requests above threshold	KPI	Total outbound requests that exceeded the allowable time for an event to process for a given provider.
Provider insights	Outbound requests	Outbound requests by provider	Graph	Total requests sent TO providers grouped by provider.
Provider insights	Outbound requests	Outbound requests and message type by provider	Table	Total requests sent TO providers grouped by provider and outbound type.
Provider insights	Outbound requests	Outbound requests by date by provider	Graph	Total requests sent TO providers by date on a trendline.
Provider insights	Outbound requests	Outbound requests failed by date by provider	Graph	Total requests sent TO providers that have failed by date on a trendline.
Provider insights	Outbound requests	Outbound requests anomalies on execution time	Graph	Providers with outbound requests that exceeded the allowable time for an event to process.

Customize dashboards

Only users who have administrator and author access can customize your organization's Insights reports or create new reports. For more information about how to administer roles, see What is Power BI administration and Grant users access.

If you have the correct access to customize or create Insights reports, you can select Resume editing on any Insights page to enter edit mode.

When you enter edit mode, the following controls become available. (The numbered paragraphs correspond to the numbered callouts in the illustration that follows.)

1. Editing controls – Use the buttons on the top menu bar to save, discard, or publish your current draft. If you select Publish, you'll publish changes for everyone in your organization.

2. Customization controls – There are three expandable/collapsible panes on the right side of the page:

   • Filters – View which filters are currently applied, edit the applied filters, or add more filters.
   • Visualizations – Select any visual in the main part of the page, and then select a new visual in this pane to change it. For more information about how to change visuals, see Change the type of visualization in a Power BI report. You can also edit axis information, legends, and more. For detailed instructions, see Customize visualization titles, backgrounds, labels, and legends.
   • Fields – View the list of fields that are available for your current schema. If you select a visual in the main part of the page, the fields that are used for it are highlighted in this pane. From this pane, you can add or delete fields, and update the data that powers any visual.

   For more information about how to customize Power BI reports, see Customize reports guide.

3. New page button – Select the plus sign (+) to create a blank page where you can build your own dashboard of visuals. For information about how to add visuals to a page, see Add visuals to a Power BI report.