Sales Dashboard

The Sales page in the Performance Dashboard shows every order with the Paid status. It helps you analyze sales performance, total transactions, and the details of customers who've bought from you.

1. What the Sales page is for

   • Showing every successful sale (paid orders).

   • Making it easy to check customer transactions and the products involved.

   • Helping you track revenue, which products sell, and which lead sources turn into sales.

2. What you'll see Each row in the Sales table shows:

   • Date: when the order was marked as paid.

   • Order ID: the order number.

   • Amount: the total purchase amount.

   • Product: the name of the product bought.

   • Customer Name: the customer's name.

   • Phone Number: the customer's phone number.

   • Email: if it was recorded on the order.

   • First Source: the first ad source the customer came from (if detected).

   • First Touched At: when the customer was first contacted.

   • Last Source: the last ad source before the purchase.

3. Search and filters

   • The search field lets you filter by:

     • Customer name

     • Phone number

   • A date range filter lets you show data for a specific period.

   • Sort by:

     • Newest Date

     • Oldest Date