The Sales Dashboard
The Sales Dashboard gives you a clear picture of how much money came in over a period you choose. It breaks your revenue down by new versus returning customers over time, by product, and by category, collection, platform, or billing interval, so you can see what's driving sales at a glance.
What you'll see
The dashboard is grouped into three areas, top to bottom.
The top numbers (your key metrics)
A row of six cards summarizes the period you've selected. Most cards include a small pill comparing the current period to the previous comparable period (an up arrow in green when it's higher, a down arrow in red when it's lower), plus a "Prior" line showing the earlier figure. When there's no earlier period to compare against, the pill reads "no prior," and when there's no data at all, the value shows as a placeholder.
| Card | What it tells you |
|---|---|
| Revenue | Total paid revenue that came in during the period. This is gross, before any refunds are subtracted. |
| Net Proceeds | What actually landed in your account after processing fees. |
| Orders | The number of separate orders placed in the period. |
| Units Sold | The number of individual items sold across all those orders. One order can include several units. |
| AOV | Average Order Value, your revenue divided by the number of orders. |
| Refund Rate | Refund dollars as a percentage of revenue. Its pill is a health flag rather than a trend: it reads "Healthy" in green, or "Above threshold" in red when the rate climbs above 5%. It still shows the prior period's rate on the "Prior" line. |
The Revenue Trend chart
A full-width chart showing your revenue over time, layered into two areas so you can see how much came from each type of customer:
- New Customer Revenue — revenue from customers making their first-ever purchase within the selected period.
- Returning Customer Revenue — revenue from customers who had bought from you before the period began.
Hovering over any point shows the date along with both figures. The time grouping adjusts automatically to the length of the range you pick (see "How to use it"). If there's no data for the range, the chart area shows a "No data yet" message instead.
Product Performance and Revenue Breakdown
Two side-by-side cards sit below the chart (they stack on top of each other on smaller screens).
Product Performance lists your top sellers, ranked by revenue, up to the top 15 products. Each row shows:
| Column | What it means |
|---|---|
| # | The product's rank by revenue (1 is your best seller). |
| Product | The product name, with its category shown in smaller text beneath when one exists. |
| Revenue | The paid revenue attributed to that product. |
| Units | How many individual items of that product sold in the period. |
| Refund % | Refunds for that product as a percentage of its revenue. It turns red when above 5%. |
Revenue Breakdown shows the same revenue sliced a different way, with a tab selector at the top of the card. Each row lists a label, its revenue, and a horizontal bar that scales against the largest row in that view, so you can spot the heaviest contributors quickly. The four tabs:
| Tab | What it groups by |
|---|---|
| Category | Product category. Products without a category show as "Uncategorized," and the category type appears beneath the name when available. |
| Collection | Product collection. Products with no collection show as "Unassigned." |
| Platform | The selling platform (for example Teachable, Direct / Stripe, Direct / PayPal, or Unknown). |
| Billing Interval | How the item was billed: Payment plan, Monthly sub, Annual sub, Other sub, One-time, or Unknown. |
How to use it
- Open the dashboard. It lives in the top menu under Revenue, then Sales (the dashboards are organized as Home, Customer, and Revenue).
- Change the date range. Use the buttons in the top-right to switch between Last 7 Days, Last 30 Days, Last 3 Months, Last 6 Months, Last 12 Months, Year to Date, and All Time. The active range is highlighted. The page opens on Last 12 Months by default. There's no custom date picker on this screen.
- Switch the breakdown view. In the Revenue Breakdown card, click Category, Collection, Platform, or Billing Interval to change how revenue is grouped. The switch is instant, since all four views are already loaded.
- Switch organizations. Use the organization picker in the top navigation bar. Changing it reloads every metric on the page for that organization.
- Read the trend layers. Hover any point on the Revenue Trend chart to see the date and both the new- and returning-customer figures side by side.
A few things this page does not do: the Product Performance table isn't sortable and its rows aren't clickable, there's no product search or filter, and there are no drill-downs or links out to other dashboards from this page.
Good to know
- Date basis. Everything filters on when the business event actually happened (when a payment was made or an order was placed), not when Data Curator imported it. So "revenue in June" means money that was actually paid in June.
- Timezone. All periods and day boundaries use your organization's own timezone. A sale near midnight can land in a different day or month than your personal timezone would suggest.
- What counts as revenue. Revenue is the total of all paid charges in the period. Only paid charges feed Revenue, the trend, Product Performance, and every breakdown.
- Revenue is gross. Refunds are not subtracted from Revenue, Net Proceeds, the trend, or the breakdowns. To gauge refund impact, read the separate Refund Rate card and the per-product Refund % column. Net Proceeds reflects fees, not refunds.
- New vs returning. A customer counts as "new" when their first-ever purchase falls inside the selected period, and "returning" when their first purchase happened before the period began. This is based on first-purchase timing within the window, not a per-transaction repeat flag. Customers whose history hasn't been fully processed yet may not appear in either trend layer, so the two layers may not add up exactly to total Revenue.
- Orders vs units. An order is one transaction; units are the individual line items inside it. One order can hold several units.
- Refund Rate threshold. The "Above threshold" warning appears once refunds exceed 5% of revenue.
- Per-product refunds are split across the items in each refunded order in proportion to each item's share of that order, then totaled per product.
- All Time has no comparison. Because there's no earlier period to compare against, every card shows "no prior" with no up or down arrows.
- The trend grain changes with the range. Short ranges plot daily, slightly longer ranges plot weekly, and longer ranges plot monthly, so switching presets changes the level of detail, not just the span. The default 12-month view is monthly.
- Breakdown bars are relative. Each bar's length compares against the largest row in that same view, so bars aren't comparable across different tabs.
- Two views of revenue. The top cards and the trend total whole charges, while Product Performance and the breakdowns total individual line items. Because of that, breakdown totals can differ slightly from the headline Revenue (for example, items missing a product or category land in "Uncategorized" or "Unassigned" rather than dropping out). Product Performance also shows only products and is capped at the top 15, so a long tail beyond that isn't listed even though it still counts toward total Revenue.
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.