The sales performance dashboard gives you one headline view of how your venue is selling: booked, paid and outstanding amounts, net sales, tickets sold, cancellations, average basket and the trends behind them, with a comparison to the previous period.

Who this is for

Primary: Owners, general managers and finance leads tracking overall sales performance.
Secondary: Commercial and marketing managers watching the channel, customer-type and segment mix.

When to use it

See how sales are tracking against the previous period, and which channels, activities and customer segments are driving or dragging revenue, so you can act before the period closes.

Why use this dashboard

When you want to answer "how are we selling right now, and is it better or worse than last period?", this is the single place that shows it. Every headline figure carries a period-over-period change, so you can tell at a glance whether you are ahead or behind, then drill into the breakdowns to see what is moving.

Access and default filters

How to access: app.smeetz.com > Analytics > Dashboards > D1 Sales Performance & Trends

Default date range: the last 12 months (rolling). This window also drives the period comparison.
How current the data is: the dashboard shows a Last data refresh time in its header. Check that tile to see how up to date the figures are. Data flows in from your account continuously.

Filter guide

Filter	What it does	Typical values
Date range	Sets the period you are looking at and drives the period comparison	Last 30 days, this month, last 12 months
Channel	Limits to one sales channel	Online, point of sale, travel partners
Customer type	Limits to business, public or internal sales	B2B, B2C, Internal
Item category	Limits to one activity or product category	Any of your categories
Customer segment	Limits to a customer group based on how many orders they have placed	New (first order), Returning (2 to 4), Loyal (5 or more)
VAT Basis	Switches sales figures between VAT-inclusive and VAT-exclusive	VAT-inclusive (default), VAT-exclusive
Sales Basis	Switches money figures between gross and net	Gross (before discounts), Net (after discounts)
Period-over-period	Sets the comparison period for the change shown on each figure	Previous period

Visuals explained

Headline sales figures

Sales value: total value of tickets and products sold in the period.
Booked: total value of everything booked in the period, paid or not.
Paid: the amount your customers have actually paid in the period.
Outstanding: the unpaid balance still owed to you (booked minus paid).
Booking count: the number of orders placed.
Sales bookings: the number of orders that are actual sales.
Pending orders: orders not yet completed or confirmed.
Tickets sold: the number of individual tickets sold.

Quality and customer mix

Cancellation rate: the share of tickets cancelled, colour-coded (green is low, amber is watch, red is high).
Refund rate: the share of orders refunded.
B2B revenue share: the share of sales value from business customers rather than the public.
Avg booking lead time: the average number of days between booking and visit.
Avg ticket basket: the average ticket spend per booking.
Avg retail basket: the average spend on retail items and add-ons per booking.
B2B vs B2C (pie): sales value split between business and public customers.
Booking type split (pie): orders split between group and individual bookings.

Trends over time

Revenue by period (line): your sales value over time.
Paid volume trend (line): the amount paid over time.
Outstanding volume trend (line): the unpaid balance over time.

Breakdowns and tables

Each table shows sales value, tickets sold and cancellation rate for that breakdown.

Top activities by sales: your highest-selling activities or product categories.
Segment x activity: sales value by customer segment and activity, so you can see which audiences buy which activities.
Sales by seller: results for each seller or staff member.
Sales by customer country: sales broken down by the customer's country.
Sales by POS location: sales broken down by point-of-sale location (till or desk).
Revenue by VAT rate: sales value and tickets grouped by the VAT rate applied.

Example scenarios

Are we ahead of last month? Set the date range to this month and read the period-over-period change on Sales value and Paid.
Which channel is growing? Filter by channel and compare Sales value and its trend across channels.
Who is buying our top activity? Open Segment x activity to see which customer segments drive each activity.
Why do my totals look higher than my old dashboard? Figures are VAT-inclusive by default; switch the VAT Basis filter to VAT-exclusive to match the old view.

Data freshness

The dashboard header shows a Last data refresh time. Check that tile to see how up to date the figures are.

Known limitations

Sales figures are VAT-inclusive by default (the amount customers paid). If the totals look higher than your previous dashboard, switch the VAT Basis filter to VAT-exclusive to match it.
Customer segment is based on order count: New is a customer's first order, Returning is their 2nd to 4th order, and Loyal is their 5th order onward.
Customer type (B2B, B2C, Internal) is derived from the sales channel, not set per customer.
All tiles follow the date range filter by transaction date, so changing the window changes every figure.

Sales Performance & Trends