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BI Suite

BI Suite

Introduction

OneStock has partnered with Sisense, world renowned business intelligence software solution to leverage the data managed in Onestock and extract the maximum value.

All analytics are available in the OneStock backoffice. As well, there is a number of out of the box features to help you get the best understanding of the data, as dimensions drill downs, key indicators, and much more.

 

Two types of dashboards are available :

  • The standard analytics, which offers you basic key indicators helping you monitor your daily business. Those analytics are available for everyone in the Analytics section in the backoffice.

  • The BI Suite, a set of out-of-the-box dashboards that make the most of this data. The BI Suite is a OneStock module and a specific access must be requested. If you wish to enable the BI Suite module, please reach out to your OneStock point of contact.

Overview

The BI Suite is a set of out-of-the-box dashboards grouped by pillars.

  • Orders & Returns

  • Order fulfilment

  • Cancellations

  • Stock locations

Dashboards are accessible within OneStock backoffice, and can also be exported to multiple formats. We advise to export as an image for the whole dashboard.

 

The BI Suite dashboards aims to give a strategic vision of the business. It allows to explore various KPIs and their evolution through several axes (sales channels, order type, delivery country, fulfilment origin, etc).

 

Disclaimer:

  • The data is refreshed once a day

  • Administration functionnalities are not activated (custom report design, emails automation, alerts…)

Data source

Data is extracted from OneStock orders collections and represents the current situation of all orders.

After extraction, data is processed and aggregated. During processing, all order and line item custom states are mapped to standard states. This allows the generation of standard dashboards for all our clients. The custom states have be shown in some dashboards and can be used within the drill down functionality when needed.

Finally, data is imported into Sisense which stores it in a fast performing data structure called Elastic Cube.

States mapping

Concept

Workflows may contain custom states on every entities (line items, parcels, orders). To ensure consistent and comparable BI, raw custom states are mapped to standard BI states via a shared mapping table.

  • Custom state : the exact state name used in the workflow

  • Mapped state : the standardized BI category used in dashboards and exports

When adding a new state to the workflow, you must check the BI states mapping below. There are three alternatives.

  1. If the state already exists and the mapping fits → nothing to do, you can use it.

  2. If the state exists but the mapping does not fit → choose a different state name.

  3. If the state does not exist → you can use it, but you have to notify your OneStock contact to add this status to the mapping table.

Below is the mapping for orders, parcels and line items. Updated JAN. 2025

Order states

Mapped state

Custom state

Mapped state

Custom state

1a-Pending

  • basket

  • paid

  • pending

  • payment_ok

1b-Orchestrating

  • orchestrating

1c-Future

  • in_supply

  • processing_future

2-Processing

  • collectable_anomaly

  • dispatched

  • in_preparation

  • packed

  • payment_capture_failed

  • picked

  • prepared

  • provided

  • prepared_validated

  • processing

  • processing_available

  • processing_store

  • ready_for_payment_capture

  • waiting_payment

3-Collectable

  • collectable

4a-Processed

  • collected

  • dc_allocated

  • delivered

  • fulfilled

  • fulfilled_stock

  • mixed_shipping

  • partially_fulfilled

  • partially_returned

  • returning

4b-Removed

  • abandonned

  • cancelled

  • issue

  • issue_collect

  • issue_receive

  • noshow

  • payment_failed

  • payment_failed_confirmed

  • refund

  • refunded

  • refund_failed

  • removed

  • refund_ko

  • refund_ok

  • shipping_fees_refunded

4c-Unconfirmed

  • expired

6-Returned

  • ready_to_refund

  • returned

Parcel states

Mapped state

Custom state

Mapped state

Custom state

1-Processing

  • accepted

  • bag_payment

  • capture_ok

  • in_preparation

  • new

  • pack_payment

  • picked

  • picked_ok

2a-Packed

  • packed

  • packed_warehouse

2b-Bagged

  • bagged

  • bagged_ok

  • carrier_found

  • ropis_bagged

3-Dispatched

  • dispatched

  • dispatched_no_tracking_yet

4-Received

  • delivered_relay_shop

  • received

5-Collected

  • collected

6-Delivered

  • delivered

7a-Removed

  • bagged_ko

  • picked_ko

  • reintegrated

  • removed

  • removed_returned

  • removed_to_be_returned

  • removed_warehouse

  • removing

7b-Issue

  • abandonned

  • cancelled

  • failed_carrier

  • issue

  • issued

  • mistaken

  • refunded

8a-Returning

  • returning

8b-Returned

  • returned

Line item states

Mapped state

Custom state

Mapped state

Custom state

1a-Pending

  • paid

  • pending

  • pending_fraudcheck

  • pending_reserved

  • pending_without_reservation

1b-Orchestrating

  • placed

1c-Future

  • claimed_orderable

  • claimed_orderable_sans_exp

  • claimed_ordered

  • claimed_warehouse_orderable

  • claimed_warehouse_ordered

  • claimed_wh_future

  • pending_preorder

  • preorder

  • preorder_customer

2-Processing

  • accepted

  • claimed

  • claimed_fulfilled

  • claimed_received

  • claimed_warehouse

  • claimed_warehouse_on_hand

  • claimed_warehouse_received

  • claimed_warehouse_validated

  • claimed_wh_available

  • claimed_wh_reserved

  • claiming_warehouse

  • not_in_stock

  • not_reserved

  • packed

  • paid_ok

  • pending_out_of_stock

  • picked

  • prepared

  • processing

  • provided

  • ready_for_payment_capture

  • received_warehouse

  • to_replace

  • to_replace_paid

  • to_replace_unpaid

  • transferred

  • waiting_payment

  • warehouse_prepared

  • claimed_store

  • claimed_sap

  • retraction_period

  • production_done

4a-Processed

  • dc_allocated

  • fulfilled

  • picked_up

  • return_refused

  • straight_fulfilled

4b-Removed

  • called

  • cancelled

  • issue

  • issue_collect

  • issue_receive

  • issue_received

  • out_of_stock

  • payment_failed

  • refund

  • refunded

  • refund_ko

  • refund_ok

  • removed

  • removed_refunded

  • removed_refund_requested

  • removed_refund_failed

4c-Unconfirmed

  • expired

5-Returning

  • refund_failed

  • return_failed

  • returning

6-Returned

  • return_accepted

  • returned

  • returned_refunded

  • web_returned

Interface overview

Filters

By filtering we can reduce or broden the scope of data to be taken into account. The main filters are :

  • Site : Allows selecting one or more sites. When visualising analytics with an external account - not onestock - site selection is limited to only one.

  • Sales channel : Allows selecting one or more sales channels. When visualising analytics with an external account - not onestock - sales channel selection are limited given the users sales channel access rights.

  • Date : Allows selecting a period of time.

  • Currency : Allows changing the display currency. The conversion rate is the closing rate of the stat date, and the current rate for the current date. 

    • If viewing stats of before yesterday, yestarday and today, revenue conversion for stats of yesterday and before yesterday will be done with their corresponding closing rates and today's will be converted using the current rate. 

Example: changing currency

 

Tips: You can set any desired filter configuration as your default filters (for each report). Clicking on the ↺ restores filters to your stored default filters.

Field sub-selection

By clicking on a category name in a widget legend, you can hide the category in a graphic. It can help you to remove categories you’re not interested in or to isolate one specifically.

Drill down

All dashboard widgets support drill down by any dimension available in the source table. Main graphs have predefined suggested drill down paths.

Export

Exports can be done at two levels:

  • Widget export: By clicking on the three dots at the top of each widget, the widget can be exported. Supported formats are: csv, image and excel (only for pivot table widgets).

 

  • Dashboard export: By clicking on the three dots at the top of each dashboard the whole report can be exported.
    Supported formats are: pdf, image

Dashboards

You can find here the list of available dashboards and how they can help you leverage your business.

 

Orders & returns

Total orders

 

Global overview of the orders placed by the customers.

 

Objective: describe the order profile. Know when and what type of orders are placed on the web

  • How much revenue is generated during the period? How much has been processed? How much is left after returns?

  • What is my order trend?

  • What is my basket profile?

  • What delivery mode is preferred by my customers?

  • How are my various sales channels / countries performing?

  • What is the distribution of your orders per price range ?

 

Key KPIs: placed orders, placed revenue, processed revenue, basket profile

Repartition per date, delivery type, sales channel, delivery country

 

Date range: based on the order date. By default 30 days.

 

 

Orders in progress

 

Overview of the orders that have not yet been delivered to the customer

Objective: identify any order preparation struggling or orders remaining in a non final state

  • How much orders do I have left to prepare?

  • In how many days are my orders roughly processed?

  • Do I still have a lot of collectable orders stuck in the stores? In which ones? Do they apply the “no show” processes?

 

Key KPIs: orders to prepare, orders in progress

Repartition per date, state, delivery type, sales channel

 

Date range: based on the order date. By default, no limit.

 

Period comparison

 

Comparison tool to overlay two periods' KPIs

Objective: compare your activity during two different periods through main KPIs

  • How was our summer sales cancellation rate compare to the winter sales one?

  • How did our new orchestration rules impact our activity since their change?

 

Key KPIs: Basket profile, store contribution, cancellation rate, split rate, return rate, time to customer

 

Date range: Customisable

 

To compare two periods, select the first period to compare in the filter “Period 1” and the second one in the filter “Period 2”.

 

OIS Analysis

 

Overview of OIS orders

Objective: deep dive your OIS orders.

  • Where do I place the most orders in store?

  • What is my additionnal store to web revenue?