This is the guide to read before deciding a number is wrong. Some sales figures are counted the moment you open the page; others are rebuilt overnight. Both are correct — they are just measuring at different times.
Live figures
These count your orders as they stand right now, so a sale that arrived an hour ago is included:
- The Transactions table and its four totals, and its export.
- Work in Progress.
- The Completed and Invoiced summary cards.
- Tribe Results — the Sales This Year and Sales Last Year columns.
- Sale Products, Sale Order Products and Production Reports.
- Everything on a food brand dashboard.
Overnight figures
| Figure | Rebuilt |
|---|---|
| Dashboard headline Sales and Estimates, the year-on-year chart, Key Metrics, the trends and the Yearly Breakdown | Every evening |
| Customer Source, Distribution and Sales by industry on the organisation dashboard | Overnight, early morning |
| Marketing Channels | Every evening |
| Tribe Results — estimates, WIP, both conversion rates, Website Sales and Website Sale Share | Every evening |
| Custom Dashboards sales widgets | Overnight, and held for ten minutes at a time |
TODAY'S SALES ARE NOT ON THE DASHBOARD YET
Choosing a platform switches the source
A PLATFORM FILTER MAKES THE WHOLE DASHBOARD LIVE
Other things that take a night or more
- Invoiced figures are filled in overnight, so a same-day invoice shows nothing until the next morning.
- A new industry mapping takes about two nights to appear in Sales by industry.
- Changing a referral type mapping only affects recent orders — see the guide on attribution.
- Changing your status mapping does nothing to the graphs until you recalculate.
Before you report a problem
- Check the sale exists in Transactions.
- If it does, wait for the overnight rebuild before comparing dashboards.
- If it does not, check the Connection Status Report — the sync may have failed.