Sales
The Sales tab gives a detailed view of each transaction and the long-term relationship with your clients. It is divided into two sub-views accessible via sub-tabs: Sales List and Cross-Product Journey.
Sales List
KPIs
Three summary cards at the top of the page:
| KPI | What It Measures |
|---|---|
| Sales | Total number of completed sales in the period |
| Total Revenue | Sum of received amounts |
| Average Ticket | Average revenue per sale |
Sales Table
A table listing each individual sale:
| Column | Description |
|---|---|
| Date | Transaction date |
| Product | Name of the product or service sold |
| Buyer | Client name |
| Amount | Sale amount |
The table is sortable by any column. Click a header to sort in ascending or descending order.
Export Data
Use the Export CSV button to download the complete list of your sales to a spreadsheet. Useful for accounting or cross-referencing data with your internal system.
Cross-Product Journey
The Cross-Product Journey is an advanced analysis view showing how your clients purchase multiple products over time. This is the place to understand long-term client value and identify cross-sell opportunities.
Journey KPIs
| KPI | What It Measures |
|---|---|
| Multi-buyers | Number of clients who purchased 2 or more different products |
| Average LTV | Average lifetime value per client (sum of all their purchases) |
| Multi-product Revenue | Revenue from clients who bought more than one product |
| Period CAC | Cost to acquire a new client in the current period |
| Overall CAC | Historical average acquisition cost (all periods combined) |
Period CAC vs Overall CAC
Period CAC represents how much it costs today to acquire a new client. Overall CAC is the historical average. If Period CAC is much higher than Overall, it may mean your market is getting more competitive or your recent campaigns are less efficient.
Product Journeys
A visualization showing the most common product combinations among your clients. For example:
- Training A -> Training B (32 clients)
- Coaching -> Training A (18 clients)
- Training A -> Training B -> VIP Coaching (8 clients)
This information is valuable for:
- Understanding which product serves as entry-level
- Identifying natural upsell paths
- Planning your cross-sell sequences
Client Search
A search field lets you find a specific client and view their individual journey: which products they purchased, in what order, and on which dates.
Leverage Cross-sell
If you notice that a large number of clients who buy Product A eventually buy Product B, that's a strong signal. You could create a bundled offer or automate a follow-up sequence after the Product A purchase.