Dashboard
The Dashboard is the first screen in Zimam Manager. It adds up the numbers of all your linked stores and shows your monthly goal and open alerts. If you have no linked store yet, the page shows a Link store button. See Link your stores.
Choose the store and period
- Pick a store from the list, or leave All stores.
- Pick a period: Today, Yesterday, Last 7 days, Last 30 days (the default), This month or Last month.
- For your own dates, click Custom range, set From and To, then click Apply. "From" must be on or before "To".
Orders are counted by the day they were created, and shown with their current status.
Key numbers
- Orders: orders created in the period.
- Confirmed: orders that reached confirmation or went further.
- Delivered and Returned: orders that ended in a delivery or a return.
- In transit: orders that are with the carrier right now.
- Revenue (delivered): revenue from delivered orders.
- Confirmation rate: of the orders whose outcome is known (delivered, returned or cancelled), the share that reached shipping.
- Delivery rate: of delivered and returned orders, the share delivered.
- Return rate: of delivered and returned orders, the share returned.
Orders still on the way or waiting are left out of every rate. If no order in the period has ended yet, a dash and No settled orders yet appear instead of 0%.
Under each number is the change against the previous period. Green means better, red means worse. For Returned and Return rate, a drop is green.
If your stores sell in more than one currency, a Revenue by store section appears. Each store gets a card with its revenue in its Native currency, and below it the amount Converted to the workspace currency. This section ignores the store filter.
Monthly goal
Monthly goal shows your progress in the current month. It covers all stores and ignores the period and store filters.
- Click Set a goal (or Add a goal if you already have one).
- Choose the Metric: Orders, Delivered, Revenue or Profit.
- Enter the Target (a number above zero) and click Save.
Each metric has one goal per month. To change the number, click Edit. The top of the page shows one goal: your Revenue goal if you set one, otherwise one of your other goals. The remaining goals appear under Other goals. Once part of the month has passed, On pace for shows an estimate for the end of the month. Only owners and managers can add and edit goals.
Every member sees the goal targets. The progress of a Profit goal shows as ••• for anyone whose access does not include Sees costs. See Invite your team.
Trend and top products
Trend draws one line for each of Orders, Delivered and Revenue (delivered). Click a line's name to hide or show it.
Top products lists products with the columns Product, Orders, Qty ordered, Qty delivered and Revenue (delivered).
Side panel
On wide screens only, a side panel shows:
- Carriers: for each carrier, Orders, In transit, Delivery rate and Return rate.
- Carrier balance owed: the amount carriers still hold, with a View remittances link. See Remittances. If you have not added any delivery company, it reads No delivery companies configured yet.
- Other goals.
Top of the page
- Open alerts: a yellow box with the 10 newest open alerts, each with a link to the page concerned. See Alerts.
- Getting started: a checklist of setup steps: link a store, delivery companies and pricing, exchange rates, suppliers and purchases, employees, a monthly goal, and Meta ads. Some steps carry an Optional tag. Click a step's name to go there. If a step cannot be checked, it shows ? with Retry. Once most steps are done, the list shrinks to a small badge that you click to bring it back. Click Dismiss to hide it in this browser.
- Some figures can't be converted yet: appears when an exchange rate is missing for a currency. Owners and managers enter the rate right there and click Save rates. Everyone else sees an Add exchange rate link. See Expenses.