# Sales and Volume

#### :sparkles: Why is this important?

This dashboard is meant to help you understand different aspects of your sales performance by looking at your gross sales, how much is given in discounts, what item types

#### How to use this dashboard:

This dashboard starts with a high level view of sales over time (gross and net) letting you see broader trends in how your business is performing. From there, you can start to look at different lenses of your sales, whether that's by specific location, different regions, or different product types. This gives you a quick comparison to help you identify trends or areas where you want to start to understand in more detail.

#### Sections

***

<details>

<summary>Company</summary>

<figure><img src="https://2797780857-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSOyGjpEnKKeMwR18o1i9%2Fuploads%2FGH8LsdqFr1iiRJ4Tt0cc%2Fimage.png?alt=media&#x26;token=4a1bdef4-cf92-4a43-b881-e108531ca72a" alt=""><figcaption></figcaption></figure>

* Gross Sales: All revenue received through your payment processor
* Discounts: Amount deducted due to discounts
* Taxes: Amount charged for taxes
* Vouchers: Value of services covered by vouchers
* Net Sales:&#x20;

</details>

<details>

<summary>Region</summary>

</details>

***

<figure><img src="https://2797780857-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSOyGjpEnKKeMwR18o1i9%2Fuploads%2Fr4NGFhngnuFHckokyZCa%2FScreenshot%202025-12-26%20at%2011.11.41%E2%80%AFAM.png?alt=media&#x26;token=edc162f7-1bda-4a48-a678-d24990b35453" alt=""><figcaption></figcaption></figure>

#### Date Filters

{% tabs %}
{% tab title="Date Grain" %}
Switch between weekly, monthly, quarterly or annually.&#x20;
{% endtab %}

{% tab title="Date" %}
Only look at data for specific date ranges that you care about

* In the last 3 months
* On or after January 1, 2025
* Between July 1 and July 6 of 2025
  {% endtab %}
  {% endtabs %}

#### Location Filters

{% tabs %}
{% tab title="Location" %}
Only look at the performance of certain locations (select as many as you'd like to see)
{% endtab %}

{% tab title="Region" %}
Only look at the performance of certain regions (select as many as you'd like to see)&#x20;
{% endtab %}

{% tab title="Sub Region" %}
More granular location data (select as many as you'd like to see)
{% endtab %}
{% endtabs %}

#### Business Filters

{% tabs %}
{% tab title="Sales Type" %}
Only look at certain attributes of your sales (was it a giftcard, was it a product, service?)
{% endtab %}

{% tab title="Item Type" %}

{% endtab %}

{% tab title="Item Name" %}

{% endtab %}
{% endtabs %}