Overview
The Orders page in the Urbanmount Partner Dashboard helps you review commerce orders associated with your Partner account and understand how installation services appear alongside them. Use the date controls, summary cards, table, and order details together because each provides a different view of the selected account activity.
Orders and installation records serve different purposes. An order describes a commerce purchase, while the Installation page focuses on the related service activity available to your account.
Who this applies to
This applies to Partners who can see Orders in the Partner Dashboard. Available metrics, filters, classifications, and order details may vary by account, connected commerce provider, selected period, and the information available for each order.
Visible meanings
Total Orders summarizes the orders shown for the selected reporting period.
Captured means Urbanmount installation was recorded with an order that included an eligible product. Use the related record in Installation to review service activity.
Missed means an order included a product recorded as eligible for Urbanmount installation, but installation was not recorded as purchased with that order. This label does not mean the customer must be contacted or that a service should have been sold.
Not Serviceable means the order did not include a product recorded as eligible for Urbanmount installation. Product eligibility can differ by account, product, location, or the data available when the order was placed.
Service Captured shows the installation-service value associated with qualifying captured orders.
Demand Debt is an informational estimate of eligible installation value that was not captured. It can help identify patterns in orders where eligible products were purchased without installation. It is not an invoice, an amount owed, Partner earnings, or guaranteed revenue.
Capture Rate indicates the share of eligible installation value that was captured. In plain language, it compares captured value with the combined captured and missed eligible value for the selected view.
Live and Historical identify the source category shown for a record. They do not describe installation progress.
These metrics are informational and may depend on the order, product eligibility, service, and commerce data available to Urbanmount. Changes in the selected period, filters, product mix, eligibility, pricing, or available records can change the values. They are not a performance promise, forecast, or contractual commitment. The Partner Agreement and applicable commerce or payment-provider records control if information differs.
Steps
Sign in to the Partner Dashboard and confirm that you are viewing the intended Partner account.
Open Orders and select the date range you want to review.
Use search and the available filters to narrow the table. Depending on the data shown, filters may include service capture, order value, shipping state, installation category, or source.
Sort supported columns or change the page controls to review the records you need.
Select an order to view available details such as its reference, date, products, quantities, order value, installation eligibility, service value, and linked service information.
For a Missed or Not Serviceable order, review the product and eligibility information shown before deciding that the classification is unexpected.
If the page indicates that only part of a large result set is shown, use a narrower date range or additional filters.
What to expect
Changing the date range can change the summary cards and visible rows. Table filters may narrow the list without changing every summary in the same way. A commerce order can appear without a related installation record when no Urbanmount service is associated with it. Compare equivalent periods and filters when reviewing trends, and use the metrics as context rather than as a definitive account statement.
Get help
Contact Urbanmount Support if an expected order remains missing or a classification or metric appears incorrect. Include the Partner account name, order reference and date, selected date range, active filters, expected result, and a redacted screenshot. Do not include unnecessary customer or payment information.