New Sales

Also referred to as the New Sales Report, this report shows a running total of sales in a given period. By hovering over any point in the line graph, you can see a detailed pop-out with the number of new sales and percent change from the previous period.

By default, new sales will be shown by week. To see new sales by month or quarter, click on the period you wish to use in the upper right-hand corner of the screen

If you are offering multiple product categories, i.e. monthly subscription and annual subscription, each will be reflected in separate bars on the graph. Detailed information from each category including the number of terms in that category, total sales and total revenue are visible below the bar graph. To sort the categories by number of terms, total sales or total revenue, click on the header you wish to sort by.

All offers

This is the default setting for the report. Every offer and term is available for the report view. If an offer or term is available, it can be selected against to all you to view the available data.

USD Merchant Account

This is the default setting for displaying dollar amounts for the report.

MMM DD, YYYY - MMM DD, YYYY

This is the date range for the report. The available settings are Day, Week, Month and Quarter. These set the increments that the report will display.

XX total new sales in this period

This is a summation of all paid and trial transactions within the defined period. Unlike the Transactions report on the Dashboard, this total also includes $0.00 transactions (like trial terms). Refunds are not included in this total. Hovering over the top line bar graph for a given increment will show the New Sales and Performance for the day. The performance is a Growth Rate calculation, based on the prior increment. For example, if the date range for the report is set to display in days, a given day’s Performance growth rate will use the previous day as the basis. Each available category is displayed in the report, represented by a different colored bar graph.

Total new sales by category in this period

This is a summation of each purchase category over the entire date range displayed.

Category

Each Offer is grouped together into Categories for display to the user.

Terms

The total number of terms available for a given Category are displayed here.

Total Sales

This is a summation of all the paid and trial transactions within the defined period by Category. Unlike the Transactions report on the Dashboard, this total also includes $0.00 transactions (like trial terms). Refunds are not included in this total.

Total Revenue

This is a Net Revenue calculation. This is the sum total of all paid transactions, less any Piano fees.