Cockpit tour

Tour the Cockpit

The dashboard you land on, the Studio rail, the topbar, and where each job lives in the sidebar.

The Cockpit is the admin interface at app.revenexx.com. Ten minutes on its shape saves a week of clicking around, because the navigation follows one pattern everywhere.

What you see when you sign in

The dashboard opens with a greeting for the time of day and then a page of tiles that read your tenant's live data. Top to bottom:

TileWhat it shows
Revenue, Orders, Buyers, Average orderThe four headline numbers for the selected period, each with its 30-day trend. Buyers counts accounts that ordered, shown against the total number of accounts.
The revenexx success formulaRevenue broken into its factors: active buyers, order frequency, average order and enabled products, each against the previous period. This is the strip to read when a number moved and you want to know which lever moved it.
Order pipelineWhere orders stand right now: how many in total, how many awaiting payment, how many still to fulfil.
Needs attentionOrders on hold, awaiting payment, awaiting fulfilment, or cancelled. When there is nothing, it says so.
Integration HealthOne row each for workflows, runs, schedules, inbound webhooks, outbound deliveries and events, with a status of OK, attention or down.
Live ActivityThe most recent things that happened on your tenant, as they happen.

On a fresh tenant most tiles say there is nothing yet. That is correct, and the walkthroughs in First setup change it one tile at a time: a product, a price, a customer, then an order that lights up the pipeline.

The Studio rail

The narrow column on the far left switches Studios. From the top: Commerce Studio, Experience Studio, Analytics Studio, AI Studio, Integration Studio, App Studio, and a Settings gear at the bottom. Choosing a Studio replaces the whole sidebar next to it.

Two of the six carry a soon badge. Analytics Studio and AI Studio are in the rail, and the sections behind them are not yet available on your tenant. What each Studio is for, and what to do in the meantime, is on Understand the Studios.

The topbar

The strip along the top applies whatever Studio you are in.

  • Tenant and market switchers, on the left. The tenant switcher matters only if you administer more than one company or a partner looks after yours. The market switcher decides which market you are editing; it reads Global when no market is selected. If you run more than one market, check it before you wonder why a price looks wrong.
  • Search, opened with ⌘K. It searches Cockpit pages, your app data (products, orders, organizations, contacts, categories, storefronts) and content pages at once, and you can narrow it to one of those. For anything you do more than twice a day it is faster than the menus.
  • AI Agent, opened with ⌘I. A panel where you ask a question in plain language and get an answer drawn from your own data, with the sources it used.
  • A language flag for the Cockpit language, the notifications bell, and the user menu with Account, Billing, Notifications and Log out.
Learn the search instead of the menus. Type an order number, a SKU or a company name into ⌘K and you are on the record in two keystrokes. The sidebar is for the first week; the search is for the rest of the year.

Commerce Studio

The one you will live in. The sidebar has four sections, and they map onto the chain in How the pieces fit together.

PIM, your product data: Products · Categories · References · Assets · Data model. Data model is the important one and the one to leave alone until you have read Plan your data model. It holds Families, Family variants, Attributes, Attribute groups, Measurements, Association types and Asset families.

CRM, your customers: Organizations · Contacts · Roles · Segments · Order Lists. Organizations are companies, Contacts are the people inside them, Roles say what those people may do, Segments group organizations so you can price and target them as a set.

Order Management, everything transactional: Orders · Returns · Shipments · Carts · Prices · Stock · Payments · Shipping. Prices sits here rather than under PIM, which surprises people at first. It is deliberate: a price is not a property of a product, it belongs to a price list.

Configuration, the settings the other three depend on: Markets · Tax classes · Channels · Channel types · Number ranges · List kinds · Value lists. Almost everything here is set once at the start of a project. Do it in that order too: markets and tax classes before any price exists.

Experience Studio

Everything your buyers see. Three sections: Surfaces (Domains, Pages, Media, Documents), Build (Forms, Messaging for transactional mail), and Extend and Develop (Marketplace, Installed Themes, Sites, API & SDK). A Site is one storefront; Pages are its content; Domains are how buyers reach it. See How storefronts work.

Integration Studio

Where the ERP connection lives, and where you look when data did not arrive. Five sections: Integrations (Workflows, Runs, Schedules, Credentials, Secrets, Audit Log), Webhooks (Inbound, Outbound), Data Exchange (Import & Export, SFTP Server, Storage Sync, VPN), Events (Event Stream, Event Catalog) and Extend and Develop.

Runs is the screen worth bookmarking. When someone says "the order never reached SAP", the answer is there. See Monitor your syncs.

App Studio

Where the platform's modularity becomes visible: the Marketplace, your Installed Apps, My Apps, and what each app is permitted to do. This is also the answer to "why does my Cockpit look different from the screenshot".

Settings

Your own company's settings. Three sections: Account (Profile, Team, Billing, Partner), Services (Mail, Search, Auth & Security) and Developer (API Keys, Git Accounts). Team is where you invite colleagues; see Invite your team.

Auth & Security configures your customers' sign-in, not your team's. The password rules and session length there apply to buyers on your storefront. Your own colleagues sign in through the revenexx identity provider; see Single sign-on.

Why your Cockpit may not match a screenshot

The sidebar is assembled from the apps installed in your tenant. Each app contributes its own rows, so a menu entry someone else has and you do not is an app you have not installed. Permissions have nothing to do with it. Which apps you have depends on your package. See Apps and the Marketplace.

What to check

Open Commerce Studio and name the four sections without looking. Then press ⌘K, type the first letters of a product you know, and open it. If both work, you can find most things.

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