Understanding the Numbers
Which date each figure uses
Quote date, sale date and invoice date — and why changing the date filter does not move the totals.
Last updated September 2, 2026
An order picks up several dates as it moves along, and each figure is measured on its own one. Knowing which is which resolves a lot of apparent discrepancies.
| Figure | Counted on |
|---|---|
| Estimates | The quote date |
| Sales | The sale date |
| Work in Progress | No date — it is a snapshot of what is open now |
| Completed | The completed date |
| Invoiced | The invoice date |
| Sale Products and Sale Order Products | The sale date only |
The transactions table works differently
Work in Progress has no date range
It answers "what is open right now", so there is nothing to filter. The Age (Days) column is the useful one — a tribe with orders sold months ago and still open has a production problem, not a sales one.
Invoiced is additive, not a correction
Invoicing an order does not change what was booked as a sale. The two sit alongside each other, measured on different dates. Note also that an order is currently treated as invoiced in full, so a part-invoiced job shows its whole value.
Timezones
Date ranges are worked out in the tribe's timezone, falling back to your organisation's. That is another reason to make sure every tribe has the right timezone set — a tribe on the wrong one has its trading counted against the wrong days.
A quirk in the month presets
The Last 3, 6 and 12 Months presets run to the end of the current month rather than to today, so the window is slightly longer than its name suggests. Use a custom range when you need an exact period.