Review dashboard after first sales
This guide walks through reviewing Dashboard after your first real purchases. Read dashboard tour first for field definitions.
Dashboard summarizes activity — confirm details in Sales before support promises.
Part 1 — Open dashboard correctly
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Open Dashboard from Growth or home navigation.
[Screenshot: Dashboard — main summary page loaded.]
- Set date range to today or first launch week.
[Screenshot: Date picker — today or launch week selected.]
- Note if dashboard shows gross vs net — align with Financial Overview.
[Screenshot: Metric labels — gross/net or revenue type visible.]
- Clear product filters unless reviewing one product only.
[Screenshot: Dashboard filters — all products or single product scope.]
Part 2 — Read key cards
- Review today's sales count and revenue card.
[Screenshot: Today's sales card — count and amount visible.]
- Compare to Sales list for same date range.
[Screenshot: Sales list — row count matches dashboard expectation.]
- Check recent purchases list or activity feed if shown.
[Screenshot: Recent activity — latest purchases listed on dashboard.]
- Note payment method split (PIX vs card) if displayed.
[Screenshot: Payment mix — PIX and card share on dashboard.]
- Flag unexpected zeros — may be workspace or date filter issue.
[Screenshot: Zero state — filters reviewed when dashboard empty.]
Part 3 — Drill down when needed
- Click through to Sales for buyer email and status detail.
[Screenshot: Sales drill-down — opened from dashboard link.]
- Open Customers for repeat buyers or support context.
[Screenshot: Customers — buyer history from dashboard period.]
- Open Financial Overview for fees and pending balance.
[Screenshot: Financial Overview — net revenue and pending funds.]
- Open Finance if withdrawal or balance questions arise.
[Screenshot: Finance — available balance after first sales.]
- Export data if accounting needs a file. See export flow.
[Screenshot: Export — sales export for launch week.]
- Schedule daily dashboard check for first launch week.
[Screenshot: Team calendar — daily dashboard review scheduled.]
Dashboard vs Sales cheat sheet
| Question | Dashboard | Sales |
|---|---|---|
| Quick launch pulse | Yes | Overkill |
| Buyer email / status | Summary only | Full detail |
| Refund / pending | May lag | Authoritative |
| Finance withdrawal | No | Use Finance |