Analytics: Analytics Dashboard

The Analytics Dashboard gives you your key numbers in one place. It loads fast, works at any level, and makes it easy to compare stores and salespeople.

In this article

Home
Dashboard
Conversion
Revenue per Opportunity

Home

The Home page has a card for each page in the Analytics Dashboard. Each card gives a short description. Click a card to open that page.

Card	What it opens
Dashboard	Traffic, sales, conversion, and more in one view
Conversion	A closer look at your conversion rate
Revenue per Opportunity	A closer look at how much each opportunity brings in

Dashboard

Shows your main numbers across all your stores, with a chart for each one.

Tabs

Tab	What it shows
Show All	Every chart on one page
Traffic Count	How many customers came in
Sales	Your sales totals
Conversion	The percent of opportunities that turned into sales
Average Sale	The average amount per sale
Revenue per Opportunity	How much each opportunity brought in
Traffic and Sales Comparison	Traffic and sales side by side
Hourly Traffic and Sales	Traffic and sales by hour of the day

Filters

Filter	What it does
Location Level Selector	Pick Company, Store, or Salespeople to change how the charts break down
Location Filter	Pick which locations to show
Show Overview	Turn on to show a zoom slider under each chart
Quick dates	Click Yesterday, Today, Prior Week, This Week, Prior Month, This Month, or This Year

You can also pick your own dates with From and To at the top right.

Key Metrics

The cards at the top show your totals for what you picked: Traffic, Conversion, Avg Sale, and Sales.

Charts

Each chart has an average line so you can see who’s above or below average. The bars don’t open more detail.

Use the buttons at the top right of each chart to change how it looks:

Button	What it does
Horizontal view	Shows the bars side to side
Vertical view	Shows the bars up and down
Sort A–Z	Sorts by name
Sort by value	Sorts from highest to lowest
Toggle chart type	Switches to a different chart, like a pie chart
Show/hide legend	Shows or hides the chart labels

💡 Tip: Scroll over a chart to zoom in and out.

Subscribe and text size

The two icons at the top left let you:

Subscribe: Get the dashboard sent to you by email. You can also add other people under Also send to, and check Include month-to-date and year-to-date to add those numbers.
Text size: Make the text bigger or smaller.

👉 Subscribe to a report

Conversion

Gives you a closer look at your conversion rate. It uses the same filters and dates as the Dashboard. If your account uses departments, you can also pick Department in the Location Level Selector.

The cards at the top show your Conversion % and the Average.

Tab	What it shows
Show All	Every chart on one page
Conversion	Conversion rate by location or salesperson
Conversion by Day	Conversion rate for each day
Annual Comparison by Month	Conversion rate by month for this year and the two years before
Conversion Report	A table with Location, Salesperson, Day, Conversion, Sale Count, Traffic, Sales, and Avg Sale

The charts show a goal line and an average line. On the Conversion by Day tab, you can hide the average line if you only want to see the goal.

📝 Note: Your conversion goal is set by your company admin in the Admin tab.

Revenue per Opportunity

Works just like 👉 Conversion, but for revenue per opportunity (RPO). RPO is how much money each opportunity brings in on average.

The cards at the top show your RPO and the Average.

Tab	What it shows
Show All	Every chart on one page
Revenue per Opportunity	RPO by location or salesperson
RPO by Day	RPO for each day
Annual Comparison by Month	RPO by month for this year and the two years before
RPO Report	A table with Location, Salesperson, Day, Traffic, Sales, and RPO

The charts show a goal line and an average line.

📝 Note: Your RPO goal is set by your company admin in the Admin tab.

Still have questions? Call or text us at 833-503-9934, email support@trakwell.ai, or submit a ticket.