Performance

Business performance dashboards with KPIs across sales, operations, and customer metrics.

The Performance section provides high-level business dashboards combining metrics from across Helium — sales, operations, fulfillment, and more. It gives managers and business leaders a consolidated view of how the business is performing.

Overview

The Performance page brings together key performance indicators (KPIs) from different areas of the platform into a single view. Rather than checking individual pages, you can see the most important numbers at a glance.

Accessing performance dashboards

Navigate to Insights → Performance from the sidebar.

Filters

Dashboard areas

The page covers several performance categories:

Revenue and profitability

Financial performance metrics including total revenue, profit margins, and trends. This shows whether the business is growing and whether that growth is profitable.

Operational efficiency

Metrics related to your warehouse and fulfillment operations:

• Orders processed — How many orders were picked, packed, and shipped in the period
• Fulfillment speed — How quickly orders move from placement to dispatch
• Picking accuracy — The rate of correct picks versus errors
• Packing throughput — How many items or orders are packed per hour or per day

Customer metrics

Indicators related to your customer base:

• Active customers — The number of customers who placed at least one order in the period
• Customer acquisition — New customers gained during the period
• Retention — Customers who ordered in this period and the previous period
• Average order value — Revenue divided by order count, showing typical order size

Product performance

Which products are performing well and which are not:

• Top sellers — Products with the highest revenue or quantity sold
• Underperformers — Products with declining sales or slow movement
• New products — Recently added products and their early sales performance

Team productivity

Staff performance metrics across operations:

• Orders per person — Average orders handled per team member
• Pick rates — Items picked per hour or per shift
• Task completion — Tasks completed versus outstanding

Using performance dashboards

• Period selection — Change the date range to view metrics for a specific week, month, quarter, or year
• Comparison — Compare the current period to the same period in the previous year, or to the previous month, to understand trends
• Drill-down — Click on any metric or section to navigate to the detailed analysis page for that area
• Export — Download performance reports for sharing with colleagues or for inclusion in management reports