Overview of Dashboard

When you log into the Lime Light CRM, the first screen you will see is the dashboard. The dashboard provides you a snapshot summary of the business activities that have occurred within the CRM, and has two (2) different views.  By default, you will see the view below:

 Dashboard.png

 If you hover over the 'Dashboard' menu, you will see the option for the 'Overview' menu.  If you click on 'Overview', you will see the view below:

Dashboard_Overview.png

Once clicking on "Overview", in the upper right hand corner you will have the option to set it as your default or switch back to the regular dashboard as shown below:

dashboard_default.png

 

Date Range

The results that display on the dashboard summaries will be based on the date range that is selected. Select your desired date range, then click show results.

 

Bar Graph

This graph provides a summary of order and subscription activities based on the date range selected. The data that is displayed include approved orders, active subscriptions hold subscriptions, cancel subscriptions, declined orders, void/refund orders, and shipped orders.

 

Client Summary

This summary provides the number of new prospects, new customers, existing customers, and blacklisted customers based on date range selected.

 

Announcements

This section provides announcements regarding enhancements and upgrades to the Lime Light CRM.

 

Order Summary

 

Total Approved Orders:

This shows the total number of successfully charged orders which includes subscription and non-subscription orders, and the total is based on date range selected.

 

Approved Orders From Existing Subscriptions:

This shows the total number of successfully charged subscriptions that come from existing customers who are on an existing subscription, and the total is based on date range selected.

 

Approved Orders From New Subscriptions:

This shows the total number of successfully charged subscriptions that come from new customers who are on a new subscription, and the total is based on date range selected.

 

Approved New Non-Subscription Orders:

This shows the total number of successfully charged non-subscription orders that come from new customers, and the total is based on date range selected.

 

Total Declined Orders:

This shows the total number of declined orders based on date range selected.

 

Total Void/Refund Orders:

This shows the total number of voided/refunded orders based on date range selected.

 

Total Shipped Orders:

This shows the total number of shipped orders based on date range selected.

 

 

Subscription Summary

 

Total Gross Subscriptions Between Range:

This shows the total number of subscriptions within the selected date range regardless of subscription status, and main and upsell subscriptions  are counted separately in the total. The subscriptions which are no longer recurring will also be included in the total.

 

Subscriptions Active Between Range:

This shows the total number of subscriptions which are currently an active subscription within the selected date range. The active subscription may come from a main and/or upsells product, and they are counted separately in the total.

 

Subscriptions on Hold Between Range:

This shows the total number of subscriptions that were created within the selected date range which have been placed on hold. The actual hold date of the subscription may be outside of the selected date range.

 

Subscriptions Canceled Between Range:

This shows the total number of subscriptions that were created within the selected date range which have been cancelled. The actual cancelation date of the subscription may be outside of the selected date range.

 

Subscriptions That Reached Next Cycle:

This shows the total number of subscriptions that were created within the selected date range which have been successfully rebilled. The actual rebill date of the subscription may be outside of the selected date range.

 

Subscriptions On Hold Outside of Range:

This shows the total number of subscriptions on hold within the selected date range, but the subscription was created outside the selected date range.

 

Subscriptions Canceled Outside of Range:

This shows the total number of canceled subscriptions within the selected date range, but the subscription was created outside the selected date range.

 

Total Subscriptions Scheduled To Process:

This shows the total number of subscriptions from your selected date range that are scheduled to process, and those subscriptions will attempt to process the following day during our subscription processing cron. 

 

Subscriptions Scheduled From Initial Attempt:

This shows the total number of subscriptions scheduled to process for an initial rebill attempt for the date range selected.

 

Subscriptions Scheduled From Decline Salvage:

This shows the total number of subscriptions scheduled to process from decline salvage for the selected date range. The total scheduled from decline salvage will include subscriptions on their second and subsequent retry attempts. 

 

Total Subscriptions Attempted To Process:

This shows the total number of subscriptions during your selected date range that have already attempted to process. 

 

Subscriptions Approved From Initial Attempt:

This shows the total number of subscriptions that were successfully approved on their initial rebill attempt for the selected date range.

 

Subscriptions Approved from Decline Salvage:

This shows the total number of subscriptions that were approved during the decline salvage process for the date range selected. The total approved from decline salvage will include subscriptions approved on their first and subsequent retry attempts. 

 

 

 

Decline Summary

 

Declined Orders From Prospects:

This shows the total number of decline orders from prospects for the selected date range.

 

Subscriptions Declined From Initial Attempt:

This shows the total number of subscriptions that were declined on their initial rebill attempt.

 

Subscriptions Declined From Decline Salvage:

This shows the total number of subscriptions that were declined from decline salvage. The total declines from decline salvage will include subscriptions on their second and subsequent retry attempts. 

 

 

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