Sales Analysis
Analyse sales performance with revenue, order, and product metrics.
Sales Analysis provides dashboards and metrics for understanding your sales performance — revenue trends, top products, customer insights, and channel performance.
AnalysisOverview
The Sales Analysis page offers visual dashboards with charts, tables, and key performance indicators covering your sales data. Use it to track how your business is performing, identify top-selling products, and compare performance across different time periods and sales channels.
Accessing sales analysis
Navigate to Insights → Sales Analysis from the sidebar. The page opens with a default view of the last 30 days.
Filters
Use the controls at the top of the page to adjust what you see:
| Filter | Description |
|---|---|
| Scope | Switch between viewing your own organisation's data or a specific client's data |
| Client | If viewing client-scoped data, select which client to analyse |
| Channel | Filter by sales channel (All, Shopify, Amazon, eBay, or others) |
| Date range | Set a start and end date to define the analysis period |
Changing any filter updates the charts and metrics below immediately.
Key metrics
The top of the page shows summary cards for the most important indicators:
| Metric | Description |
|---|---|
| Revenue | Total sales value over the selected period, displayed in your base currency |
| Orders | The number of orders placed during the period |
| Margin | The profit margin percentage (revenue minus cost of goods, as a percentage of revenue) |
Revenue trend chart
Below the summary cards, a line chart shows daily revenue over the selected date range. Hover over any point on the chart to see the exact value for that day.
This chart helps you spot:
- Seasonal patterns — Regular peaks and troughs in sales
- Growth or decline — Whether revenue is trending upward or downward
- Anomalies — Unusual spikes or dips that may need investigation
Drill-down sections
Below the chart, clickable section cards link to deeper analysis:
- Sales — Detailed revenue and order breakdowns, including average order value, top products by revenue or quantity, and top customers by spend
- Inventory — Stock value, total SKU count, and stockout counts for the period
- Performance — Orders processed and active customer counts
Click any section card to navigate to its dedicated analysis page.
Regular review
Schedule regular reviews of sales analysis to spot trends early — both positive (growing channels) and negative (declining product categories). Weekly reviews work well for most businesses.
Understanding your data
Revenue
Revenue is the total value of confirmed orders (excluding cancelled and voided orders) within the selected date range. It includes all line items and excludes VAT.
Margin
Margin is calculated from your cost of goods data. If a product has a recorded purchase cost, the system uses it to calculate the profit margin. Products without cost data are excluded from the margin calculation.
Channel comparison
When viewing all channels, the summary metrics combine data across all sales channels. Use the channel filter to isolate a single channel and understand its individual contribution.
Data freshness
Analytics data is updated periodically from your transactional data. There may be a short delay (typically a few minutes) between an order being placed and it appearing in the analysis.