The dashboard answers one question: how are we tracking this year against last, and where is it coming from? Sections collapse, so set it up once the way you want to read it.
The sections
| Section | Tells you |
|---|---|
| This Year vs Last Year | Estimates, sales and invoiced against the same point last year. |
| Summary | The five headline totals with counts and conversion rate. |
| Key Metrics | Active tribes, website leads as a share of sales, and conversion by value and by count. |
| Yearly Breakdown | Nine tiles of monthly two-year comparison — counts, averages and totals. |
| Trends and Recent Trend | Daily movement over a rolling window. |
| Customer Source and Distribution | Where sales came from, and by industry. |
| Marketing Channels | Website leads against other channels. |
| Transactions | The individual orders behind all of it. |
The normalisation filter
The selector offers Actual Sales, Tribe Average and Estimated (All Tribes). Only the first is a measurement.
Conversion rate
Shown two ways — by value and by count. They answer different questions. A high rate by count and a low one by value means you are winning the small jobs and losing the big ones, which is worth knowing.
If the year looks empty
The dashboard tells you when there is no data yet for the current year and falls back to the most recent year that has some. Check the year selector before concluding sales have stopped.
Different dashboards for different businesses
Food brands get a dashboard built around trading patterns instead — Peak Trading Times by fifteen-minute interval, plus Average Sales by Day, Sales by Store and Dining & Source Mix. It is chosen once for the whole organisation by the Sales report design setting under Sales → Reporting Settings, not per person.