In admin: Sales → Sales data.
What it is
A summary of your firm's sales over a chosen period: how many orders, for how much, how things change over time, and who pulled what. Helps answer «how are we doing?», «which month is best?», «which manager closes the most?».
What you see
Charts and tables that switch between views:
- By days / weeks / months / years — number of orders and revenue over time.
- By managers — who brought how many orders and how much money.
- Goods, services — top items for the period.
- Orders — «all» vs «confirmed» separately (with conversion between them).
- Order line count and CNC line count — how big the orders are by composition.
Detailed statistics
The «Detailed statistics» button opens a breakdown across four categories at once: Goods, Services, Clients, Managers. Handy for a full quarterly or annual report.
Filters
- Date from / Date to (period up to 10 years).
- Group by (day / week / month / year / managers).
Things to know
- Data only for your firm.
- Long periods (year+) load slower — narrow the filter if it stalls.
- Section access — for users with an appropriate role (typically manager or director).