How to Use the Order Summary
Written By Dennis Rodin
Last updated 15 days ago
The Order Summary is the bird's eye view of every order in your business, laid out as a table with stages across the top and a category you choose (cemetery, county, or city) down the side. Each cell shows how many orders sit in that intersection. Use it to spot bottlenecks, see how much revenue is sitting in your quotes pipeline, and understand at a glance where the money is in your business.
Find it in Insights → Order Summary. This page is a Pro feature.
How the table works
The columns are your stages, in the order you've configured them (Draft, Quote, In Production, Scheduled, Installed, and any custom stages you've added). The rows are whatever you group by: cemetery, county, or city. Each cell shows the count of orders at that intersection of category and stage.
Click any number to open the list of orders behind it. For example, if the table shows 13 at the intersection of Rosehill Cemetery and the In Production stage, clicking that 13 opens the list of those 13 orders so you can drill into any of them.
Show revenue instead of counts
Toggle the Revenue view to see dollar amounts in each cell instead of order counts. Revenue mode shows the total revenue for that intersection as the main number, with the order count as a small label underneath. This is the fastest way to answer the question "how much money is sitting in my quotes section right now?" or "which cemetery is bringing in the most revenue this quarter?"
Add row details
You can expand each row to show extra detail about the orders in that row. Three options:
None (default): keeps the table compact, just the numbers.
Purchasers: shows each customer name under the row.
Decedents: shows each decedent name under the row.
Pick a detail mode when you want to scan names without opening every order one by one.
Filters
The page supports four filter dimensions, combined with AND logic:
Order type: Monument, Service, or both. Use this to look at just service orders or just monument orders.
Customer type: Retail, Wholesale, or both.
Date range: limits the view to orders within the date window you select.
Show empty rows: a toggle to include or hide categories that have zero orders. Useful when you're comparing all your cemeteries at once and want to see which ones have no activity.
What to look for
The Order Summary is most useful for spotting where things are stuck. A large number in the Quote column tells you how much potential revenue is sitting in pipeline that hasn't been confirmed yet, meaning that's the money you may be leaving on the table. A large number in a production stage may mean a backlog. Looking at revenue per cemetery shows you where your top accounts are.
Tip: Switch between Revenue view and the default count view depending on the question. Counts answer "how many?" Revenue answers "how much?" Most weeks you'll use counts; for monthly business reviews, revenue is more informative.
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