Sales
The Sales tab of the dashboard (dashboard_sales permission) has three sub-tabs: Performance, Transactions and Journey. The Performance sub-tab is described in the Sales Reps page. This page covers Transactions (each sale, one by one) and Journey (what your clients buy next).
Amounts are displayed in your account currency.
Transactions
KPIs
| KPI | What it measures | Clickable |
|---|---|---|
Sales | Number of unique sales over the period (one client = one sale) | yes |
New Sales Revenue | Revenue from first purchases of the period, excluding recurring payments | yes |
Average Ticket | Revenue ÷ number of sales | no |
These cards are customised like the other tabs (Customize button).
Sales detail
The Sales detail table lists each sale of the period:
| Column | Description |
|---|---|
Date | Sale date |
Product | Product or service sold |
Buyer | The client, clickable to their record |
Amount | Sale amount |
Source ad | Originating campaign, clickable to that campaign in Ads |
The table is sortable by column and exportable as CSV. The first 500 sales are loaded at once; beyond that, more rows load as you scroll.
Journey
The Journey sub-tab analyses clients who buy several products.
KPIs
| KPI | What it measures |
|---|---|
Multi-buyers | Clients who bought more than once |
Average LTV | Total cumulative revenue ÷ number of clients |
Multi-product Revenue | Revenue from purchases beyond the first one |
Period CAC | Ad spend of the period ÷ new sales of the period |
Global CAC | All ad spend ÷ all clients acquired since the beginning |
Delta CAC | Gap between the two; green when the period beats the historical average |
Period CAC and Global CAC
Period CAC says what a client costs today, Global CAC what they cost on average since the beginning. A positive Delta CAC (red) means acquisition is more expensive than usual.
Filters
Three controls above the table: All products, All campaigns and a Search a client… field. The Reset button appears as soon as a filter is active.
Cross-product journey
The Cross-product journey table lists the observed combinations. With a product selected, the title becomes "After {product}, they also bought…".
| Column | Description |
|---|---|
1st Product, 2nd Product | The pair of purchases |
Clients | Number of clients who followed this journey (green from 5) |
Revenue | Revenue of the pair |
Delay | Average number of days between the two purchases |
Campaigns | Most frequent originating campaigns |
Clicking a row opens the detail of that pair's clients: Client, 1st Date, first purchase amount, 2nd Date, second purchase amount, Campaign, Total.
Client search
As soon as you type in the search field, the Client search table replaces the matrix: Client, Product Journey (purchases in order), Purchases and Revenue.
Leverage cross-sell
If many clients of Product A end up buying Product B, that is a strong signal: a bundled offer or a follow-up sequence after the Product A purchase.