Purpose
This card shows the total number and dollar value of cancelled orders per salesperson, helping managers identify where lost sales are occurring. It highlights both volume and financial impact of cancellations, allowing for better evaluation of process breakdowns, customer issues, or salesperson practices.
Key Metrics
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Order Amount (Sum) – Dollar value of cancelled orders attributed to each salesperson.
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Orders Cancelled (Count) – Number of cancelled orders, shown as a line graph overlay.
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Monthly Comparison – Tracks cancellations across multiple months.
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Ranking by Salesperson – Highlights which salespeople are driving the highest or lowest cancellation activity.
Insights to Look For
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High cancellation drivers: Salespeople with consistently high cancellation amounts may require closer review.
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Financial impact: Large spikes in dollar value cancelled orders show where cancellations are hurting revenue most.
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Process issues: A high cancellation count may signal quoting, fulfillment, or inventory issues rather than salesperson behavior alone.
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Performance patterns: Compare this chart with the Completed Orders by Sales Person card to see whether cancellations are proportionate to total activity or unusually high for certain individuals.
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Month-to-month changes: Spikes in cancellation activity in specific months may point to supply chain or operational challenges.