Review sales, filters, and purchase statuses
The Sales area is where teams investigate individual purchases and answer questions about buyers, products, payment status, attribution, and support requests.
What Sales helps you review
| Area | Purpose |
|---|---|
| Purchase status | Shows where a purchase is in the payment or business process. |
| Product and offer | Identifies what the buyer purchased. |
| Buyer details | Helps support locate the customer and transaction. |
| Affiliate or agent | Shows who influenced or handled the sale when tracked. |
| Origin and type | Separates normal purchases, affiliate purchases, upgrades, or other flows. |
| Date filters | Narrows the investigation to a specific period. |
Common filters
| Filter | Use it when |
|---|---|
| Status | You need approved, declined, refunded, pending, or other payment outcomes. |
| Product | You are investigating one product. |
| Offer or plan | You need to confirm which pricing path was used. |
| Affiliate | You are reviewing partner-attributed sales. |
| Agent | You are checking support or sales-agent activity. |
| Origin | You need to separate owner, affiliate, support, or campaign flows. |
| Type | You need to distinguish purchase, subscription, or upgrade behavior. |
| Date | You need to match a campaign, payout period, or support ticket. |
Review a sale
- Confirm the correct business workspace is selected.
- Open Sales.
- Set the date range.
- Apply product, status, offer, plan, affiliate, agent, origin, or type filters.
- Open the sale details.
- Confirm buyer, payment, product, offer, and attribution details.
- Compare with Dashboard, Campaigns, Subscriptions, or Finance when needed.
Good checks
- Search by buyer email when support provides it.
- Confirm the selected business before assuming a sale is missing.
- Check date range and timezone assumptions.
- Review product and offer filters before escalating.
- Export sales only after filters match the analysis question.
FAQ
Why can't I find a sale?
Check the business workspace, date range, buyer email, product filter, status filter, and whether the purchase belongs to another origin such as affiliate or upgrade.
Which report should I use for a single purchase?
Use Sales for individual purchase investigation. Use Dashboard, Financial Overview, or Campaigns for broader performance analysis.
Can support agents use Sales?
Yes, when their role and product access allow it. Product-level access may limit which sales they can see.