The transactions list — Gorilla Dash

Transactions is the live list of individual orders, and the first place to look when somebody asks about a specific sale. Unlike the dashboard above it, it counts what is there right now.

Filtering

Search, a date range, a Date Column to window on, status, and — on a tribe — platform. Remember the totals above the table always measure each figure on its own date whatever you pick here.

What each row shows

Quote and sale dates, platform, customer, lead source and campaign, industry, status, and the estimate, sale and invoiced values. Opening a row gives you Transaction Details with the full breakdown — sub-totals, tax, tips, discounts — grouped into customer, order, amounts, dates and attribution.

Ignoring a transaction

The details panel has an Ignore this transaction checkbox for test orders, duplicates and mistakes.

IT DOES NOT REMOVE THE ORDER FROM THE HEADLINE SALES FIGURE

Ignoring takes the order out of the Customer Source, Distribution, industry, custom-dashboard and product-report figures at the next rebuild — but the dashboard's headline Sales number and Marketing Channels still include it. If a large mistaken order needs to come out of everything, raise it with support rather than assuming the checkbox has done it.

Exporting

Export CSV downloads the filtered orders carrying every column the table shows — the quote and sale dates, platform, customer, lead source and campaign, industry, status, and the estimate, sale and invoiced values — plus a row number and the company name. The dates come out in the same timezone the table renders them in, so the spreadsheet lines up against what is on screen row for row.

THREE THINGS READ DIFFERENTLY IN THE SPREADSHEET

The Quote Date column is headed Estimate Date, Sale is headed Amount, and an amount the table leaves as a dash — an order that was never invoiced, say — exports as 0.00. Worth knowing before you average one of the money columns.

Correcting a date

Dates can be edited from the customer's order history, where each one has a pencil. Use it where the point of sale recorded the wrong day — but note that clearing a date you previously set lets the automatic backfill populate it again.