The default export from OrientDig provides a solid foundation of your sourcing data. However, by implementing a few strategic customizations, you can unlock significantly deeper insights, automate tracking, and make faster, more informed decisions. This guide walks you through adding columns, filters, and formulas to master your seller, QC, and delivery data.
Step 1: Adding Strategic Data Columns
Enhance the raw data by inserting new columns for explicit categorization and calculation.
Recommended Additions:
- Seller Tier (Column):"Seller Tier""A", "B", "C""Preferred", "New", "Under Review".
- QC Status (Column):"QC Result""Pass", "Fail", "Pending", or specific defect codes.
- Delivery Health (Column):"Delivery On Time?"Estimated Delivery DateActual Delivery Date.
- Profit Margin (Column):=(Selling_Price - Unit_Cost) / Selling_Price
Step 2: Implementing Dynamic Filters & Views
Use built-in filter and sorting tools to create focused views of your data.
Key Filtering Strategies:
- Apply a text filter"Seller Name"
- Use a custom sort"Seller Tier"
- Create a filter view"QC Result""Fail""Delivery On Time?""Late". Save this view for weekly reviews.
- Combine filters: Display items from "Tier A" sellers that are currently in "QC Pending"
- Use a custom sort"Seller Tier"
Step 3: Building Formula-Based Summaries
Automate data analysis with powerful formulas for at-a-glance performance dashboards.
Essential Summary Formulas:
| Purpose | Sample Formula | Function |
|---|---|---|
| Count Sellers by Tier | =COUNTIFS(Seller_Tier_Range, "A") |
Tally how many "A" tier sellers you have. |
| Calculate QC Pass Rate | =COUNTIF(QC_Result_Range, "Pass") / COUNTA(QC_Result_Range) |
Outputs the percentage of items that passed QC. |
| Average Delay for Late Shipments | =AVERAGEIF(Delay_Days_Range, ">0") |
Calculates the average delay (in days) only for late deliveries. |
| Categorize Delivery Performance | =IF((Actual_Date - Estimated_Date)>3, "Severely Late", IF((Actual_Date - Estimated_Date)>0, "Slightly Late", "On Time")) |
Creates a detailed status label based on the delay duration. |
Putting It All Together: A Sample Workflow
Imagine your customized spreadsheet now allows you to:
- Sort"Profit Margin"
- Filter"Seller Tier: B""Delivery On Time?: Late".
- Instantly see in your summary area
- This integrated view flags a potential correlation between delivery reliability, seller tier, and quality, guiding your vendor management strategy.