Sales Dashboard
Track orders, revenue, profit margin, channels, countries and best-selling products for any date range, and compare them with an earlier period.
What the Sales Dashboard Shows
The Sales Dashboard brings your sales figures together for a date range you choose: how many orders came in, what they were worth, how much margin you kept, and which channels, countries and products drove the result. Open it from Dashboard > Sales in the sidebar.
Example: after a weekend promotion, an ecommerce manager sets the range to Last 7 Days and compares it with the Previous Period. Orders are up, but Average Order Value has dropped, and Top 10 Revenue Movers shows the discounted items leading the list. The promotion brought in volume, not bigger baskets.
Before You Start
Connect your sales channels so their orders reach Helm. See Setting up a Sales Channel.
Add cost prices to your products. Gross Profit Margin is worked out from them, so missing cost prices make the margin look higher than it really is.
Setting the Date Range and Comparison
Every figure, chart and table on the Sales Dashboard follows the date range at the top right.
Date range: pick a preset, such as Today, Yesterday, Last 30 Days, This Month or Last Year, or choose Custom and set the From and To dates and times. Click Apply.
Compare: choose Previous Period, Last Month or Last Year. Each headline figure then shows a green or red percentage for the change, and the Revenue Over Time chart adds lines for the previous period.
Headline Figures
Charts and Tables
Top 10 Revenue Movers and Droppers
When a comparison is selected, the arrow next to Top 10 Products Revenue lets you switch to:
Top 10 Revenue Movers: the products whose revenue rose the most against the comparison period.
Top 10 Revenue Droppers: the products whose revenue fell the most.
Both views show each product's revenue and its revenue change. Tick Exclude Zero to hide products with no change.
Movers and Droppers are greyed out? They need something to compare with. Choose an option under Compare first.
Tip: every report link opens the matching report in Reporting, where you can filter further and export. See Creating & Using Reports.
Best Practices
Read Orders, Revenue and Average Order Value together. Revenue can rise because you sold more orders or because each order was bigger, and the fix is different for each.
Keep cost prices up to date so Gross Profit Margin stays accurate.
Use Exclude Domestic when your home market hides smaller international trends.
Check Revenue Droppers after price or listing changes to catch products that have stopped selling.
FAQ
Why is Gross Profit Margin showing 100%?
Why is Gross Profit Margin showing 100%?
Your products probably have no cost prices, so all revenue is counted as profit. Add cost prices to your products for a realistic figure.
Why can't I select Top 10 Revenue Movers or Droppers?
Why can't I select Top 10 Revenue Movers or Droppers?
They are only available when a comparison is selected. Choose Previous Period, Last Month or Last Year under Compare.
What does Exclude Domestic do?
What does Exclude Domestic do?
It removes your home country from Sales by Country, so you can see international sales more clearly.
Why does a panel say "Nothing to show here"?
Why does a panel say "Nothing to show here"?
There were no sales in the selected date range. Choose a wider range, or check that your channels are connected.
How do I get these figures into a spreadsheet?
How do I get these figures into a spreadsheet?
Use the report link on the panel you need. It opens the matching report in Reporting, where you can export it. See Creating & Using Reports.
Use the Sales Dashboard after each trading week or promotion to see what sold, where it sold and how much margin it made, then open the reports for the detail.
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