Analytics, Reporting & Order Operations
A Redesigned Analytics Dashboard
The manufacturer analytics dashboard is now organised into focused Overview, Finance, Customers, Materials, and Production tabs. New period comparisons, clearer stat cards, currency selection, and separate inbound and outbound conversion funnels make it easier to understand how storefront carts and direct quotes become completed orders.
Conversion rates and funnel timings now use cleaner cohorts and historical audit data, so later order edits no longer rewrite earlier journey timings. Materials analytics is available on Pro plans, while Production analytics is available with Factory Floor.
Export Orders and Customers to Excel
Orders and customer organisations can now be exported directly to XLSX. Choose the date range, status filters, source, and columns to include, then review the estimated row count before downloading the workbook.
Order Calendar and Scalable Production History
The new order calendar provides a date-based view of scheduled and dispatched work. Completed production columns now load in smaller windows with a Load more action, keeping the production board responsive for manufacturers with a long order history.
Smarter Platform Assistance and Part Analysis
The AI assistant gained purpose-built tools for quoting, price explanations, part inspection, similar-part search, production history, and grouped order analytics. Part-photo detection and segmentation were also upgraded to improve the separation and matching of touching parts.