orders-dashboard.md

title	description	ms.service	ms.subservice	ms.topic	author	ms.author	ms.reviewer	ms.date
Partner Center Orders dashboard in Commercial Marketplace analytics | Microsoft AppSource and Azure Marketplace	Learn how to access analytic reports about your commercial marketplace offer orders in a graphical and downloadable format.	marketplace	partnercenter-marketplace-publisher	article	smannepalle	smannepalle	sroy	06/06/2022

Orders dashboard in commercial marketplace analytics

This article provides information on the Orders dashboard in Partner Center. This dashboard displays information about your offer in a graphical and downloadable format, such as subscriptions, orders, and pricing model including growth trends.

Note

For detailed definitions of analytics terminology, see Commercial marketplace analytics terminology and common questions.

Orders dashboard

The Orders dashboard displays the current orders for all your offers, including software as a service (SaaS), with subscription-based billing model. You can view graphical representations of the following items:

• Subscription trend
• Subscription per seat and site trend
• Orders by offers
• Orders by geography
• Detailed orders table
• Orders page filters

Note

The maximum latency between customer acquisition and reporting in Partner Center is 48 hours.

Access the Orders dashboard

1. Sign in to Partner Center.

2. On the Home page, select the Insights tile.

   

3. In the left menu, select Orders.

Elements of the Orders dashboard

The following sections describe how to use the Orders dashboard and how to read the data.

Download

To download of the data for this dashboard, select Download as PDF from the Download list.

:::image type="content" source="./media/orders-dashboard/download-as-pdf.png" alt-text="Screenshot of the Download list.":::

Alternatively, you can go to the Downloads dashboard to download the report.

Share

To share the dashboard widgets data via email, in the top menu, select Share.

:::image type="content" source="./media/orders-dashboard/share.png" alt-text="Screenshot of the Share button in the top menu.":::

In the dialog box that appears, provide the recipient email address and message. To share the report URL, select the Copy link or Share to teams button. To take a snapshot of the charts data, select the Copy as image button.

What's new

To learn about changes and enhancements that were made to the dashboard, select What’s new. The What’s new side panel appears.

:::image type="content" source="./media/orders-dashboard/whats-new.png" alt-text="Screenshot of the What's new button in the top menu.":::

Data refresh details

To view the data source and the data refresh details, such as the frequency of the data refresh, select the ellipsis (three dots) and then select Data refresh details.

:::image type="content" source="./media/orders-dashboard/data-refresh-details.png" alt-text="Screenshot of the Data refresh details option in the ellipsis menu.":::

Got feedback?

To provide instant feedback about the report/dashboard, select the ellipsis (three dots), and then select the Got feedback? link.

:::image type="content" source="./media/orders-dashboard/got-feedback.png" alt-text="Screenshot of the Got feedback option in the ellipsis menu.":::

Provide your feedback in the dialog box that appears.

Note

A screenshot is automatically sent to us with your feedback.

Month range

A month range selection is at the top-right corner of each page. Customize the output of the Orders page graphs by selecting a month range based on the past 6 or 12 months, or by selecting a custom month range with a maximum duration of 12 months. The default month range is six months.

Orders dashboard filters

The page has different dashboard-level filters you can use to filter the data based on the following:

• Sales Channel
• Offer Type
• Is Free Trial
• Subscription Status
• Marketplace License Type
• Marketplace Subscription Id
• Customer Id
• Customer Company Name
• Country
• Offer Name

To select the filters, in the upper-right of the page, select Filters.

Each filter is expandable with multiple options that you can select. Filter options are dynamic and based on the selected date range.

:::image type="content" source="./media/orders-dashboard/filters-panel.png" alt-text="Screenshot of the Filters side panel.":::

Public and Private offer

You can choose to view subscription and order details of public offers, private offers, or both by selecting the Public offer sub-tab, Private offer sub-tab, and the All sub-tab respectively.

Note

• Private offers are different from Private plans. Purchases for Private plans are shown on the All tab and not on the Private offers tab.
• All metrics in the visualization widgets and export reports are as per the month range selected by the user.

Subscription trend

This section has a Subscription chart that shows the trend of your active and canceled subscriptions for the selected month range. Metrics and growth trends are represented by a line chart and will display the value for each month by hovering over the line on the chart. The percentage value below the subscription metrics in the widget represents the amount of growth or decline during the selected month range.

There are two subscription counters: Active and Canceled.

• Active equals the number of subscriptions that are currently in use by customers for the selected month range.
• Canceled equals the total number of subscriptions that were purchased but got canceled during the selected date range.

Select the ellipsis (three dots) to copy the widget image, download aggregated widget data as a .CSV file, and download the image as a .PDF.

Seats, sites, and quantity

This widget represents the following:

• Seats (per user pricing) for subscription-based offers
• Metrics and trend of Sites with flat rate pricing
• Purchased quantity for VM software reservations.

Use the month range selections and filters to change the data in this widget.

Note

Information on quantity is displayed only if a purchase was recorded against your published offer with a VM software reservation.

Each monthly data point on the line graph represents the total count of seats or sites. The widget includes data for only active subscriptions in the selected month range.

Here are some things to keep in mind:

• Seats indicate seat count (asset quantity) of per user-based subscriptions
• Sites indicate site count (asset quantity) of flat rate-based subscriptions
• Quantity indicates the quantity of purchased VM software reservations
• Represents count and trend of total purchased seats, sites, and quantity
• Growth % of seats and site count of subscription-based offers and quantity of VM software reservations
• Month over month trend of these orders for the selected month range

Subscription offers can use one of two pricing models with each plan: either site-based (flat rate) or seat-based (per user). Quantity is relevant for VM software reservations.

• Flat rate: Enable access to your offer with a single monthly or annual flat rate price. This is sometimes referred to as site-based pricing.
• Per user: Enable access to your offer with a price based on the number of users who can access the offer or occupy seats. With this usage-based model, you can set the minimum and maximum number of users supported by the plan.
  You can create multiple plans to configure different price points based on the number of users. These fields are optional during creation of an offer in Partner center. If left unselected, the number of users will be interpreted as not having a limit (min of 1 and max of as many as your service can support). These fields can be edited as part of an update to your plan.
• Metered Billing: On top of Flat Rate pricing. With this pricing model, you can optionally define metered plans that use the marketplace metering service API to charge customers for usage that isn't covered by the flat rate. Higher the consumption of metered units may lead to higher charges for the customer.
• Quantity: Quantity of the VM software reservations purchased by customers.

Select the ellipsis (three dots) to copy the widget image, download aggregated widget data as a .CSV file, and download the image as a .PDF.

For more details on seat, site, and metered-based billing, see How to plan a SaaS offer for the commercial marketplace and Changing prices in active commercial marketplace offers.

Orders by offers

The Orders by offers widget shows information about offers and SKUs (also known as plans). This widget shows the measures and trends of all purchased orders. Orders are categorized under different statuses: New, Convert, Renewed, Canceled.

For different statuses, the Orders tab provides information about the count of purchased orders, the Quantity tab provides information about the number of seats added and/or removed by customers for existing active subscriptions, and the Revenue tab provides information about the billed revenue of orders for the selected month range. Each order is categorized with one of below statuses:

• New: Indicates new orders purchased by customers for the selected month range.
• Convert: This indicates orders for which customers purchased an offer after its trial period was over
• Renewed: This indicates orders for subscriptions that were renewed in the selected month range. These orders do not include converted orders.
• Canceled: Orders that were canceled during the selected month range. Revenue of canceled orders is calculated using billed revenue of last term before order cancellation.
• Seats/Sites added: Seats or Sites that were added by customers to existing subscription orders.
• Seats/Sites removed: Seats or Sites that were removed by customers from existing subscription orders. It doesn't include seats or sites that were removed due to orders cancellations.

Additional information:

• The top offers are displayed in the graph and the rest of the offers are grouped as Rest All.
• You can select specific offers in the legend to display only that offer and the associated SKUs in the graph.
• You can select any offer and a maximum of three SKUs of that offer to view the month-over-month trend for the offer, SKUs, and seats.
• Hovering over a slice in the graph displays the number of orders and percentage of that offer compared to your total number of orders across all offers.
• The Orders by offers trend displays month-by-month growth trends. The month column represents the number of orders by offer name. The line chart displays the growth percentage trend plotted alongside the bar graphs.

Order by offers - Orders tab

In this widget you can view information of All offers with different order statuses under the Orders tab.

:::image type="content" source="./media/orders-dashboard/orders-by-offers.png" alt-text="Illustrates the Orders by Offers chart on the Orders dashboard.":::

In this widget you can view information of a selected offer and its SKU or offer plans (from the drop-down) with different order statuses under the Orders tab.

:::image type="content" source="./media/orders-dashboard/offer-trends-private.png" alt-text="Illustrates the Orders by Private Offers chart on the Orders dashboard.":::

This widget shows All offers (from the drop-down) with seats/sites added or removed for existing subscriptions.

:::image type="content" source="./media/orders-dashboard/orders-tab-all-offers.png" alt-text="Illustrates the quantity of Orders by Offers chart on the Orders tab of the Orders dashboard.":::

This widget shows a selected offer and its SKU or offer plans (from the drop-down) with seats and sites added or removed for existing subscriptions.

In this widget you can view information of All offers (from the drop-down) with billed revenue of orders purchased in the selected month range.

This widget shows a selected offer and its offer plans (from the drop-down) with billed revenue of orders purchased in the selected month range.

Orders by geography

For the selected month range, the heatmap displays the total number of subscriptions, and the growth percentage of newly added subscriptions against a geography. The light to dark color on the map represents the low to high value of the subscriptions count. Select a record in the table to zoom in on a specific country or region.

Note the following:

• You can move the map to view the exact location.
• You can zoom into a specific location.
• The heatmap has a supplementary grid to view the details of subscriptions count for the specific location.
• You can search and select a country/region in the grid to zoom to the location in the map. Revert to the original view by selecting the Home button in the map.

Orders details table

This table displays a numbered list of the 500 top orders sorted by date of acquisition.

• Each column in the grid is sortable.
• The data can be extracted to a .CSV or .TSV file if the count of the records is less than 500.
• If records number over 500, exported data will be asynchronously placed in a downloads page for the next 30 days.
• Apply filters to the Order details table to display only the data you're interested in. Filter by Country/Region, Azure license type, commercial marketplace license type, Offer type, Order status, Free trails, commercial marketplace subscription ID, Customer ID, and Company name.
• When an order is purchased by a protected customer, information in Orders Detailed Data is masked (************).

Table 1: Dictionary of data terms

Column name in user interface	Attribute name	Definition	Column name in programmatic access reports
Marketplace Subscription ID	Marketplace Subscription ID	The unique identifier associated with the Azure subscription the customer used to purchase your commercial marketplace offer. For infrastructure offers, this is the customer's Azure subscription GUID. For SaaS offers, this is shown as zeros since SaaS purchases do not require an Azure subscription.	Marketplace Subscription ID
MonthStartDate	Month Start Date	Month Start Date represents month of Purchase. The format is yyyy-mm-dd.	MonthStartDate
Offer Type	Offer Type	The type of commercial marketplace offering.	OfferType
Azure License Type	Azure License Type	The type of licensing agreement used by customers to purchase Azure. Also known as Channel. The possible values are: Cloud Solution Provider Enterprise Enterprise through Reseller Pay as You Go GTM	AzureLicenseType
Marketplace License Type	Marketplace License Type	The billing method of the commercial marketplace offer. The possible values are: Billed through Azure Bring Your Own License Free Microsoft as Reseller	MarketplaceLicenseType
SKU	SKU	The plan associated with the offer	SKU
Customer Country	Customer Country/Region	The country/region name provided by the customer. Country/region could be different than the country/region in a customer's Azure subscription.	CustomerCountry
Is Preview SKU	Is Preview SKU	The value will let you know if you tagged the SKU as "preview". Value will be "Yes" if the SKU has been tagged accordingly, and only Azure subscriptions authorized by you can deploy and use this image. Value will be "No" if the SKU has not been identified as "preview".	IsPreviewSKU
Asset ID	Asset ID	The unique identifier of the customer order for your commercial marketplace service. Virtual Machine usage-based offers are not associated with an order.	AssetId
Quantity	Quantity	Number of assets associated with the order ID for active orders	OrderQuantity
Cloud Instance Name	Cloud Instance Name	The Microsoft Cloud in which a VM deployment occurred.	CloudInstanceName
Is New Customer	Is New Customer	The value identifies whether a new customer acquired one or more of your offers for the first time. Value will be "Yes" if within the same calendar month for "Date Acquired". Value will be "No" if the customer has purchased any of your offers prior to the calendar month reported.	IsNewCustomer
Order Status	Order Status	The status of a commercial marketplace order at the time the data was last refreshed. Possible values are: Active: Subscription asset is active and used by customer Canceled: Subscription of an asset is canceled by customer Expired: Subscription for an offer expired in the system automatically post trial period Abandoned: Indicates a system error during offer creation or subscription fulfillment was not completed Warning: Subscription order is still active but customer has defaulted in payments	OrderStatus
Order Cancel Date	Order Cancel Date	The date the commercial marketplace order was canceled.	OrderCancelDate
Customer Company Name	Customer Company Name	The company name provided by the customer. Name could be different than the city in a customer's Azure subscription.	CustomerCompanyName
Order Purchase Date	Order Purchase Date	The date the commercial marketplace order was created. The format is yyyy-mm-dd.	OrderPurchaseDate
Offer Name	Offer Name	The name of the commercial marketplace offering.	OfferName
Is Private Offer	Is Private Offer	Indicates whether a marketplace offer is private or a public offer 0 value indicates false 1 value indicates true Note: Private plans are different from Private offers.	Is Private Offer
Not available	BillingTerm	Indicates the term duration of the offer purchased by the customer	BillingTerm
Not available	BillingPlan	Indicates the billing frequency of the offer purchased by the customer	BillingPlan
Term Start Date	TermStartDate	Indicates the start date of a term for an order	TermStartDate
Term End Date	TermEndDate	Indicates the end date of a term for an order	TermEndDate
Not available	purchaseRecordId	The identifier of the purchase record for an order purchase	purchaseRecordId
Not available	purchaseRecordLineItemId	The identifier of the purchase record line item related to this order.	purchaseRecordLineItemId
Billed Revenue USD	EstimatedCharges	The price the customer will be charged for all order units before taxation. This is calculated in customer transaction currency. In tax-inclusive countries, this price includes the tax, otherwise it does not.	EstimatedCharges
Not available	Currency	Billing currency for the order purchase	Currency
Not available	HasTrial	Represents whether an offer has trial period enabled	HasTrial
Is Trial	IsTrial	Represents whether an offer SKU is in trial period	IsTrial
Order Action	Order Action	Indicates the customer action for an offer subscription. Possible values are: Purchase: Order was purchased Renewed: Order was renewed Canceled: Order was canceled	OrderAction
Quantity changed	Quantity changed	The net change in seats added and seats removed for existing subscription orders. Same applies for sites (flat rate) pricing model	QuantityChanged
Trial End Date	Trial End Date	The date the trial period for this order will end or has ended.	TrialEndDate
Customer ID	Customer ID	The unique identifier assigned to a customer. A customer may have zero or more Azure Marketplace subscriptions.	CustomerID
Billing Account ID	Billing Account ID	The identifier of the account on which billing is generated. Map Billing Account ID to customerID to connect your Payout Transaction Report with the Customer, Order, and Usage Reports.	BillingAccountId
Reference Id	ReferenceId	A key to link orders having usage details in usage report. Map this field value with the value for UsageReference key in usage report. This is applicable for SaaS with custom meters and VM software reservation offer types	ReferenceId
PlanId	PlanId	The display name of the plan entered when the offer was created in Partner Center. Note that PlanId was originally a numeric number.	PlanId
Auto Renew	Auto Renew	Indicates whether a subscription is due for an automatic renewal. Possible values are: TRUE: Indicates that on the TermEnd the subscription will renew automatically. FALSE: Indicates that on the TermEnd the subscription will expire. NULL: The product does not support renewals. Indicates that on the TermEnd the subscription will expire. This is displayed "-" on the UI	AutoRenew
Not available	Event Timestamp	Indicates the timestamp of an order management event, such as an order purchase, cancelation, renewal, and so on	EventTimestamp

Orders page filters

These filters are applied at the Orders page level. You can select one or multiple filters to render the chart for the criteria you choose to view and the data you want to see in 'Detailed orders data' grid / export. Filters are applied on the data extracted for the month range that you have selected on the top-right corner of the orders page.

Tip

You can use the download icon in the upper-right corner of any widget to download the data. You can provide feedback on each of the widgets by clicking on the “thumbs up” or “thumbs down” icon.

Next steps

• For an overview of analytics reports available in the commercial marketplace, see Access analytic reports for the commercial marketplace in Partner Center.
• For frequently asked questions about commercial marketplace analytics and for a comprehensive dictionary of data terms, see Commercial marketplace analytics terminology and common questions.