FIRST TIME USING THE DASHBOARDS? START HERE:
LEARN ABOUT HOW TO USE EACH ONE:
Get familiar with how the Dashboards work so that you can quickly
get the data you're looking for.
Take a deep dive into your Customer list. Report on
Lifetime Spend, Location, Source, etc).
Detailed report about Club retention, Membership trends and Club Sales numbers. This is also where you can see specifics regarding Club Orders that were not successful (due to credit card declines, missing addresses, etc).
Report on your Allocation Sales - based on specific Allocation and Allocation Tier.
SALES DASHBOARD > TAX AND SHIPPING
Report on Tax & Shipping based on a specific time period.
SALES DASHBOARD > SALES BY SKU
See Sales graphs/reports of specific SKUs. Great for spotting sales trends.
SALES DASHBOARD > COMMISSION REPORT (SALES BY REP)
Get a quick overview about how specific Sales Reps are doing.
Great for end-of-month commission reporting.
Robust report detailing how Orders tie to your bank Deposits.