The Home Dashboard

Connect your customer and revenue data and Data Curator turns it into a single daily snapshot. The Home dashboard is your morning pulse: yesterday's revenue, where this week and month are tracking, your big-picture business metrics, and two trend charts. Everything updates automatically as your data syncs.

What you'll see

The page is one fixed snapshot, top to bottom. There's no date picker here, so every tile shows its own built-in time window. Everything is for the organization you've selected in the top-right org picker.

Daily Pulse (top section)

The large card on the left is all about yesterday:

What you see	What it means
Yesterday (big number)	Your total revenue from yesterday.
vs daily avg badge	How yesterday compares to your average day over the last 90 days. An up arrow and green means above average, a down arrow and red means below. It only appears once you have enough history for an average.
New Sales	Yesterday's revenue from one-time purchases (not tied to a subscription).
Recurring	Yesterday's revenue from charges tied to a subscription.
Top Selling Yesterday	Your best-selling products from yesterday, ranked 1-5 with each one's revenue. Shows "No sales yesterday" if it was a quiet day.

The three smaller cards on the right give you the rollups:

Card	What it means
This Week	Total revenue from Monday through right now. The badge compares it to the whole of last week (the full Monday-to-Sunday before this one). Because this week is still in progress, that comparison runs behind until the week fills out.
This Month	Total revenue from the 1st of the month through now. The bar shows how far through the month you are, and the caption gives an estimated month-end total based on your pace so far, alongside the percentage of the month elapsed.
Last 12 Months	Total revenue across roughly the last 12 months (the trailing 12 months plus the current month so far). The badge compares it to the 12 months before that.

Key Metrics (four cards)

A row of four headline numbers covering the trailing 12 months:

Card	What it means
New Sales Revenue	One-time (non-subscription) revenue over the last 12 months. The badge compares it to the prior 12 months, and a line beneath shows the prior-period figure.
Recurring Revenue	Subscription revenue over the last 12 months. The badge compares it to the prior 12 months, with the prior-period figure shown beneath.
New Customers	How many people became paying customers in the last 12 months (a count, not a dollar figure). The badge compares it to the prior 12 months, with the prior count shown beneath.
Customer Lifetime Value	The average net revenue you earn per paying customer. This one is all-time, so its badge reads "All Time" rather than a percentage. If there's a "Median" line beneath it, that's the midpoint value across your customers.

A card showing "— —" means there's no data for that metric yet.

Charts (two side by side)

Revenue Over Time is a stacked bar chart of your monthly revenue across the last 12 full months. Each bar splits into two parts: New Sales (one-time revenue) and Recurring (subscription revenue), so you can watch both the overall trend and the changing mix. Hover any bar to see the exact figures.

Customer Growth shows how many new contacts came in each month (bars) against how many became paying customers (the line), over the same 12 months. The conversion rate in the chart title is the average of those months' monthly conversion rates. Hover any point for the counts.

If either chart has nothing to show yet, it displays "No data yet."

Sync status (footer)

A small line at the very bottom tells you how fresh your data is:

Green dot, "Last synced: … · All platforms healthy" showing how long ago your data last synced (in minutes, or hours once it's been a while). Everything is flowing normally.
Red dot plus a count of platforms with errors. One or more of your connected platforms hit a problem on its last sync and may need attention.
"No sync data available" if nothing has synced yet.

How to use it

Switch organizations using the picker in the top-right of the header. The whole page reloads for the org you pick, and your choice is remembered next time you open the app.
Read yesterday at a glance. The hero number plus the "vs daily avg" badge tell you instantly whether yesterday was a strong day or a slow one.
Check your pace for the month. The This Month card's progress bar and estimated total show whether you're tracking ahead of or behind where you'd expect by this point.
Spot your trends. Use the two charts to see whether revenue and customer growth are climbing or cooling, and how your one-time vs recurring mix is shifting.
Hover for exact numbers. Both charts show precise figures on hover. They don't drill down or click through, so for slicing by a custom date range or digging into individual transactions, use the other dashboards.
Go deeper from the top menu. The dashboards live in the top navigation: Home (this page), the Customer menu (Stats, Details), and the Revenue menu (Sales, Forecast, Transactions, Payment Plans, Subscriptions). Those pages have full date-range selectors and detailed tables.
Watch the sync footer. If it turns red, head to your platform connections to see which integration needs attention.

Good to know

You can't change the time period on this page. Each tile has its own fixed window (yesterday, this week, this month, last 12 months, all-time). To explore an arbitrary date range, use the Revenue or Customer dashboards, which have a date picker. Home is meant to be a quick, consistent snapshot.
Everything is in your organization's timezone. "Yesterday," "This Week," and "This Month" are based on your org's local calendar, set on the organization, not your browser's timezone or where you happen to be. A sale just after midnight is counted by your org's local day.
The week starts on Monday. "This Week" runs Monday through now, not Sunday onward.
The two trend charts cover the last 12 full months and leave out the current, partial month. Today's and this month's sales won't appear in the bars yet, so use the This Month card for where the current month stands.
"New vs Recurring" is about subscriptions, not billing intervals. Revenue counts as Recurring when the charge is tied to a subscription, and as New Sales when it isn't. A one-time add-on billed alongside a subscription can land in Recurring, while a standalone payment counts as New Sales. It's not based on a product's billing frequency.
What counts as revenue. Every revenue figure here is the sum of your paid charges. Pending or failed charges aren't counted.
Revenue figures don't subtract refunds. Think of the revenue numbers and the Revenue Over Time chart as gross, before refunds. The one exception is Customer Lifetime Value, which is based on a net figure that already accounts for refunds.
New Customers counts people, not purchases. It's the number of contacts who became paying customers in the window, so repeat purchases from the same person don't inflate it.
Lifetime Value is all-time and only counts paying customers. It won't move with the date tiles and isn't watered down by contacts who never bought.
Comparison badges hide when there's nothing to compare to. The "vs daily avg," "vs last week," "vs prior 12 months," and the percentage pills only show up once there's a valid baseline. A brand-new org will see the numbers without badges, rather than a misleading "0%."
The estimated month-end total is a straight-line projection. It simply scales your month-to-date revenue across the full month, so early in the month a single big day can make it swing high. Treat it as a rough pace indicator, not a forecast.
The sync footer reflects your active platforms. "All platforms healthy" means none of your active integrations errored on their last sync. It's a freshness and health signal, not a guarantee that every historical record is fully loaded.

Need a hand?

Click the Ask Data Curator button inside Data Curator for instant answers, or reach our support team at support@datacurator.co and we'll get you running.