Dashboard - Sales - Discount

Introduction

In this helpdesk article, we will show you how to use the "Sales - Discounts" in your dashboard. This section provides valuable insights into the total discounts applied in your sales transactions. We'll guide you through how to use this feature to analyze discounts based on various criteria, including date range, discount name, order type, payment methods, location, and the employee responsible for processing the discount.

Table of Contents

Accessing the Sales Discounts Tab:

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To access the "Sales - Discounts" tab, follow these steps:

Step 1: Log in to your dashboard.

Step 2: Navigate to the "Sales" section.

Step 3: Select the "Discounts" tab.

Understanding the Sales Discounts Dashboard

Once you are in the "Sales - Discounts" tab, you will find a comprehensive overview of the discounts applied in your sales transactions.

Filtering Discounts:

You have the option to filter discounts based on the following criteria:

Utilizing the Data:

The data provided in the "Sales - Discounts" tab offers valuable insights into your discounting strategies and their outcomes. Here are some ways you can use this information:

Conclusion

The "Sales - Discounts" tab in your dashboard is a powerful tool for gaining insights into your discounting practices. By using the filtering options available, you can customize your analysis and make data-driven decisions to improve your business strategy, enhance customer experiences, and optimize your discount campaigns.

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Updated on: 07/19/2026

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