> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/b2b-bulk-order/features/dashboard-overview.md).

# Dashboard & Analytics

The **Dashboard** is the app's home screen. It shows your setup progress and how your bulk order tools are performing.

## Quick Setup Guide

A dismissible **"Quick Setup Guide ⚡"** card tracks two steps, with a "steps completed" progress count:

1. **Enable app embed** — *"Enable the app embed so bulk order tools can appear on your storefront."* Marked done once the app embed is detected as active.
2. **Create your first Quick Order form** — *"Create a bulk order form where customers can search products, select variants, enter quantities quickly, and add multiple items to cart in a single action."* Marked done once you have at least one Quick Order form.

See [Getting Started](/b2b-bulk-order/getting-started.md) for the full walkthrough of both steps.

## Overview

The **Overview** section shows a badge — **"App embed is not active"** or **"Store widget is enabled"** — with a refresh button (tooltip: *"Refresh app embed status"*) to re-check.

Three metric cards:

| Card                  | Tooltip                                  | What it shows                    |
| --------------------- | ---------------------------------------- | -------------------------------- |
| **Quick Order Forms** | "Total Quick Order forms in your store"  | Count of active forms and drafts |
| **Bulk Orders**       | "Orders placed through bulk order forms" | Number of orders this week       |
| **Revenue Generated** | "Revenue tracked from app orders"        | Revenue tracked from app orders  |

{% hint style="info" %}
Only orders that include an item added through Quick Order Form, Variant Table, or Collection Quick Order are counted — regular checkouts that don't touch these widgets aren't included.
{% endhint %}

<figure><img src="/files/g0EPrm50Toyw67zMTbEP" alt="Dashboard Overview section"><figcaption><p>Dashboard Overview</p></figcaption></figure>

## Other Dashboard elements

* **Language switcher** — sets the language of the admin interface itself (separate from storefront [Translations](/b2b-bulk-order/features/translations.md)).
* **Tutorial banner** — *"Let's create your first bulk order experience together"*, with a **Watch video** link.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.samita.io/b2b-bulk-order/features/dashboard-overview.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
