What is the difference between the Sales dashboard and the Contacts dashboard?
The two dashboards look at the same data from different angles:
- Sales: each row is an individual transaction, useful for tracking revenue, orders and payment status.
- Contacts: purchases are grouped by person, showing the contact's full history and relationship metrics (such as average order value and lifetime value).
Use Sales to analyse transactions and revenue; use Contacts to understand each customer's journey.
Related
If it didn't work
- Can't find a sale on the Contacts dashboard? It may be linked to another contact or to a different email address. Check under Contacts.
- Contact metrics look out of date? Review how the data is imported in Import contacts.
- Other questions about contacts: see the FAQ section.