Owner and Manager Dashboard

Updated Apr 4, 2026 Dashboard and Analytics

The owner and manager dashboard gives you full visibility into your team’s sample operations.

Owner dashboard in SampleHQ showing Revenue Influenced, Total Orders, and Deals Closed KPI cards with an Orders Overview chart
The owner dashboard displays key performance indicators and order activity over time.

KPI cards

  • Revenue Influenced: Total dollar value attributed to samples, with comparison to the previous period.
  • Total Orders: Number of orders created, with an all-time total.
  • Deals Closed: Number of CRM deals linked to sample orders, with period-over-period change.

Orders Overview chart

A line chart showing order activity over time. Toggle between 14-day, 30-day, and 90-day views. The chart tracks Orders Created, Delivered, and Cancelled.

Additional sections

  • Top Performing Samples: Which samples appear most frequently in orders.
  • Recent Activity: Latest order and status change events.
  • Work Queues: Orders needing attention.
Dashboard Overview Sales Rep Dashboard