Sales Summary is a new multi-functional report designed to give you flexibility and depth in how you view your data.
You can customize the layout and analyze performance from a high-level overview down to specific details—including individual employees, service periods, and more.
View & Export Data
At the top of the page, you’ll find a time selector. Choose your date and time range, then click Search to refresh the data.
Once your data is refreshed, you can click the Export button to download all the data displayed on the current page.
Customize Layouts in Sales Summary
You can customize your Sales Summary report by clicking the customization button on the right side of the page.
Show or hide cards based on what matters most to you
Drag and reorder cards to create your ideal layout
For some cards, you can even further customize the display and data view
This gives you maximum flexibility to tailor your reporting to your unique business needs.
Filter Data in Sales Summary
Use the Filter button on the right side of the page to narrow down your data by:
Employee
Sales Channel
Service Area
Service Period
