Total and Average Order Size

Total and Average Order Size

Total and average order size is a customer key performance indicator that shows total and average amount spent by a customer per order. This KPI helps estimate the company’s profitability.

If you need to calculate total and average order size, please do the following:

• Create custom field "Order Size":
• Go to: Tools/Custom fields and press "Ins" button
• In "Title" field enter "Order Size"
• In "Code" field enter "cf_order_size"
• In "Type" field select "Currency" and click "Ok" button



• If you need to view total or average order size per particular project on Task List, filter your to-do list by task group with project tasks.



• If you need to view the value of this KPI per particular period of time or customer, set appropriate filter



• Set footer:
  • right click under column "Order Size"
  • select "Sum" to display the total order size for a given project or to-do list



• select "Average" to display the average order size for a given project or to-do list



If you need to view the total or average order size on Task Tree, please follow the steps below:

• On Task Tree select root task group and select "Custom fields options"



• To enable the displaying of the total or average order size select custom field "Order Size",  do the following:
  • select Enable
  • check "Aggregated" (for task group)
  • to display the total order size select "Sum" and the custom field name "Order Size"



• to display average order size select "Average"



• Select task group for which you need to view the total or average order size, right click and select "Custom fields options"



• Select custom field "Order Size" and select the option "Enable by parent".





        Total order size per project on Task Tree



      Average order size per project on Task Tree