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Sales Dashboard

The Sales Dashboard has five different views so that you can drill down to exactly what analytics you are looking for. You can view your sales analytics by choosing one of the following:

General: An overview of your sales data displayed by graphs. Learn More >

By Order Type: View sales data based on order types such as POS, Website, and Club Orders. Learn More >

By Bill-To State: View sales data based on orders and their billing states. Learn More >

By Customer: View sales data based on customers within a specified date range. Learn More >

By Product: View sales data based on products sold within a specified date range. Learn More >

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General

On the general area of the dashboard (this is the page you'll land on coming to the Sales Dashboard) you'll find graphs to display your total sales, sales by channel, sales by state, top 10 customers, and top 10 products. You may click on the spy glass icons that say View Details below the box to look at a more detailed view.

You may also use the date range area in the top right of the page to select the date range for the data at which you are viewing. If you click on the arrow next to the date range in the box at the top right corner you can select whether you are seeing sales data for POS, Ecommerce, Admin Panel, Club, or you can select all of them. You can also select to compare date ranges for this data. When finished click the Go button and the page will reload with new data.

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By Order Type

In this area of the Sales Dashboard you can look through the data based on the channels of AdminPanel, ClubOrder, iPad, Mobile, POS, Tasting Room, Website, etc. The top area will show you a chart of sales by channel through date and sales in that date range. You may change the date range by using the date range selection in the top right of the page. The bottom area will give you a data table of solid numbers for each day in your date range based on the order type that the sales have come through.

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By Bill-To State

In this area of the Sales Dashboard you can look through the data based on the state the sales took place. The top area of the page shows a map color coded based on amount of sales. If you hover your mouse over any given state, a box will pop up telling you the exact amount of sales for the date range you have selected. The bottom area shows you in a data table, the dollar sales for each state for your selected date range. 

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By Customer

Sales by customer simply gives you a data table listing your customers and the sales you have generated from them based on the date range you've selected. Clicking on the spy glass to the left of any customer name will bring up their customer details.

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By Product

Sales by product will be a data table listing your products and the sales generated from each based on the date range you've selected. By clicking the spy glass to the left of any given product, it will open up the details for that product.

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