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Sales Dashboard

  • Updated

The Sales Dashboard allows Admins to view an overview of all transactions that have taken place in the LMS. Admins may also filter transactions on the Sales Dashboard to narrow the results and view more specific queries. 

This article outlines the following concepts:

 

Header Numbers

Go to E-commerce > click Sales

Header numbers are shown at the top of the dashboard: total Transactions, total Revenue, and the number of Successful transitions.

new_eccomerce_sales_01.png

 

Click the Revenue or Successful headers for a breakdown of the total number.

new_eccomerce_sales_02.png

 

Table and Filtering

The dashboard table includes all transactions broken down into the following columns:

  • ID
  • User ID
  • User
  • Date
  • Initiator (User or Admin)
  • Pay method (Invoice, credit card, etc)
  • Pay detail
  • Product type (Course, Event, Subscription, etc)
  • Product
  • Amount
  • Status
  • Refund date

new_eccomerce_sales_03.png

 

Click the Filter icon in any column to narrow the results shown in the table.

new_eccomerce_sales_04.png

 

Course Events

When a Course transaction includes a Course Event, the transaction can be expanded to show additional events-related data.

new_eccomerce_sales_05.png

 

Export Results

Click Export to Excel to download the sales table. 

The export file only contains the filtered results on all pages.

new_eccomerce_sales_06.png

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