B2B Plus Dashboard overview
The Dashboard is the landing page of B2B Plus (Apps → B2B Plus → Home) and acts as the command center for the wholesale channel. Rather than requiring an admin to open Orders, Inventory, Sales Reps, and Logs separately, the Dashboard pulls a live summary of each into a single screen, organized into four panels:
- Orders — status breakdown of wholesale orders in the selected reporting period
- Inventory — stock availability split into Immediate, Future, Prebook, and Warehouse buckets
- Sales representatives — how orders in the period split between rep-placed and customer-placed
- Recent activity — a live preview of the most recent events across the app
Every panel carries a View all shortcut into its full record list for deeper investigation once a number on the Dashboard prompts a question.
The Dashboard documented here is beta. A fuller experience is targeted for 2026—sections and KPIs may evolve when that rolls out.
In this guide
- Date range reports — Last 7 days, Last 1 month, and Last 3 months
- Orders at a glance — key terms on the Orders panel
- Inventory at a glance — key terms on the Inventory panel
- Sales representative orders — rep vs customer order metrics
- Recent activity — the activity feed on the Dashboard
Watch the dashboard tour
The short overview below mirrors this guide—Orders, Inventory, Sales representatives, Recent activity, date presets, and View all shortcuts—so you can follow along visually. Turn on audio if your device supports it.
How the four panels work together
All four panels read from the same date-range selector in the top-right corner of the page. Changing the reporting period recalculates Orders, Inventory, Sales representatives, and Recent activity together—the numbers on the page always describe one consistent window, never a mix of periods.
| Panel | What you see at a glance | Where to go for detail |
|---|---|---|
| Orders | Total, pending, fulfilled, and cancelled order counts | Orders at a glance → View all → Orders overview |
| Inventory | Immediate, Future, Prebook, and Warehouse totals | Inventory at a glance → View all → Inventory module |
| Sales representatives | Total, rep-placed, and customer-placed order split | Sales representative orders |
| Recent activity | Latest events with category badges | Recent activity → Logs → Activity logs |
Who should use the dashboard
- Merchants who want a quick operational view before opening detailed lists
- Operations and warehouse teams monitoring order flow and inventory health
- Sales leaders reviewing rep performance signals at a glance