SAP Sales Overview

Display graphical overview of order history by period for an Account.

The SAP Sales Overview component displays a graphical summary of orders in the SAP system for a given Account. The orders are grouped by period into a stacked-bar chart. Details of each order can be viewed by hovering over the related bar. The time frame of the chart can be adjusted using the filter in the UI.

Installation

1. Navigate to the Component Library in the Overcast App. Filter by SAP-integrated Customer 360 under Collections.
   
    
2. Search for SAP Sales Overview component and activate it by selecting the blue Activate. (Once activated, the panel will appear green).
   
    
3. Choose the connection string for your Backend System and click Activate.
   
    
4. Navigate to the Monitoring Tab and check the Status. A green circle indicates that the component is successfully activated and is ready to use. If you see a red circle indicating an error, navigate to the ID (eg. 00001) and see Detailed Log for information regarding error. Go to Monitoring pages for more information.
   

Display the component 

1. Go to Account record page. Navigate to Setup and select Edit Page to open Lightning Application Builder.
   
    
2. From Left pane, drag and drop the SAP Sales Overview component onto the page. Click Save and then Activate.
    
3. If this is your first component to install, you will see Page Layout Activation page. Select Assign as Organization Default. Click Next and then Save. The component is now displayed on the Account record page.

Functionality

1. Go back to the Account record page. Sales Order amount stacked bar chart is displayed. 
    
2. Click the funnel on the right top to change the date range. You can also customize the Start Date and End Date. Select Update after selecting the date range. 
3. You can drill down into the detail view by clicking directly on the visual of that record in the widget.