How to Access the Sales Overview Dashboard
Log In: Start by logging into Kanpla Administration with your credentials.
Navigate to Statistics: In the left-hand panel, click Statistics to access the Kanpla Statistics section.
Open Sales Overview: On the left sidebar, click on Sales Overview to view the dashboard.
What the Sales Overview Dashboard Displays
The Sales Overview dashboard provides key insights into your sales performance, including both sales and refunds. Here’s a breakdown of the key sections:
Sales Excl. VAT: Displays sales figures excluding VAT. This represents the net sales amount before tax is added, giving you a clear picture of your base revenue.
Sales Incl. VAT: Shows the total gross sales amount paid by customers, including both the base price of goods/services and the VAT.
Number of Orders: The total number of transactions or purchases made by customers.
Average Order Incl. VAT: The average order value, calculated by dividing the sales including VAT by the total number of orders.
Key Metrics and Insights
Sales by Category: Shows how different product categories are performing in terms of sales.
Top-Selling Products: Highlights the best-selling products, helping you identify popular items.
Sales by Location: Provides insights into which locations are generating the most sales.
Top-Selling Locations: Shows which specific locations are the top performers in terms of revenue.
Understanding Orders and Refunds
At the bottom of the Sales Overview dashboard, you'll find a section called All Orders and Refunds. This area summarizes both sales and refunds, with refunds displayed as negative values. To view refunds clearly:
Export Data: Export your data for a specific period, apply a filter, and sort by the negative values in the Total Excluding VAT and Total Including VAT columns.
Filter for Refunds: You can also use the filtering options to specifically view refunds by selecting "Refunds" in the filter bar in the very top of the dashboard.