Reviewing sales information in the Web Dashboard

In the Web Dashboard you can review sales data on a daily basis. This will allow you to see either a general list of sales data or display an itemized list of sales.

  1. To begin, log in to your Web Dashboard.
  2. Click the Sales tab.
  3. Select the date, or click Today to see today’s sales info. Use the arrow keys to easily scroll back by days.
  4. The total sales total will display. Sales are shown by invoice date. Dues are excluded from this report.
  5. In the dropdown menu, select one of the following:
    • Itemized Sales: This will display an itemized list of sales including sales by time, customer name, the product, the quantity and the total.
    • Sales Summary: This will display a summary of products sold by category for the day.

 

 

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