For the complete documentation index, see llms.txt. This page is also available as Markdown.
Sales and Volume
A detailed view of all of your sales data
✨ 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
Company
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:
Region
Date Filters
Switch between weekly, monthly, quarterly or annually.
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
Location Filters
Only look at the performance of certain locations (select as many as you'd like to see)
Only look at the performance of certain regions (select as many as you'd like to see)
More granular location data (select as many as you'd like to see)
Business Filters
Only look at certain attributes of your sales (was it a giftcard, was it a product, service?)
