Task Management Software for Team Collaboration
 
HomeDownloadSupportPurchase
 
Installation GuideStartUp GuideOnline Help

Number of Cancelled Orders and Sales Order Cancellation Rate in a Given Time Span

Number of Cancelled Orders and Sales Order Cancellation Rate in a Given Time Span
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Number of Cancelled Orders and Sales Order Cancellation Rate in a Given Time Span

Number of Cancelled Orders and Sales Order Cancellation Rate in a Given Time Span

    Number of Cancelled Orders and Sales Order Cancellation Rate measure the competence of sales representatives or any other employees dealing with sales. The KPI Number of Cancelled Orders shows the total amount of orders that were cancelled or refunded over measurement period. Sales Order Cancellation Rate is the ratio (percentage) of cancelled or refunded orders against the total amount of orders.  

    If you need to calculate the total number of cancelled or refunded orders within some time period, please follow the steps below:

  • Add the custom workflow that would include the status related to cancelled or refunded orders. You can use the following workflow: Needs Action – In Process – Cancelled- Completed:
  • http://www.taskmanagementsoft.com/products/taskmanagerpro/tutorials/customization-guide/four-state-workflow.php

  • To view the total number of cancelled or refunded orders on Task List, filter your to-do list by task group with tasks associated with orders
  • To view the total number of cancelled or refunded orders per some period of time set the appropriate filters on Task List – Filters panel and filter tasks associated with orders by status “Cancelled”
  • To see the number of cancelled or refunded orders per particular sales representative filter tasks on Task List – Filters panel

    To view how many orders were cancelled or refunded per particular salesperson in a given time span drag and drop the header “Status” to the top of your task list

  • right click under column “Status” and select “Count”
  • To view Sales Order Cancellation Rate please drag and drop the column header “Status” to the top of your task list 

  • go to Charts panel and select “Pie diagram”
  • This pie diagram shows the percentage of cancelled or refunded orders against the total number of orders in all statuses.

    If you need to see the percentage of cancelled or refunded orders against successful orders in status “Completed” filter tasks by status “Completed”

    and go to Charts panel


Play demo Play Demo

TryTry It FREE
Overview VIP Task Manager

» VIP Task Manager Pro
   VIP Task Manager Std
   Testimonials
   Turnkey Solution

Available: Workdays, Monday - Friday
8 am - 8 pm GMT for Europe/Asia
1 am - 1 pm PST for America




Login:
Password:
Register
Forgot your password?
Login As:
Login As
You can log in if you are registered at one of these services:

ProductsSolutionsDownloadSupportPurchaseContactsForumVideoMy Account
Copyright © 2004 - 2017 Task Management Software
 
          
 
Site Map