For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/sales-vs-contacts-dashboard.md.
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  • 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.

    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    • Contact metrics look out of date?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.