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Insights and Dashboard

Learn about the Dashboard: The sales dashboard in Understory gives you a quick, clear overview of your business performance.

Updated over a month ago

It helps you track sales, orders, guest participation, and more, with the ability to filter by experience and time period. This tool is perfect for seeing what’s working, understanding trends, and making informed decisions for your business.

How to View Your Sales Dashboard

  1. Click “Grow” in the navigation bar - "Grow" menu expands
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  2. Select “Insights” from the list - Insights dashboard opens
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  3. (Optional) Choose a specific experience using the “Experiences” dropdown at the top - Dashboard filters by experience
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  4. (Optional) Select a date range or period using the time selector - Dashboard displays chosen period
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  5. Review your dashboard summary cards for key metrics - Sales, Orders, Gift Card Sales, and Participants are visible

What the Sales Dashboard Shows

The sales dashboard is organized into simple, easy-to-read cards:

  • Sales: See total sales, discounts, refunds, and net sales for your selected period.

  • Orders: Shows number of orders, page views, and the average value per order.

  • Gift Card Sales: Displays sold units, total value, and average value of gift cards.

  • Participants: Shows how many guests attended, your overall guest capacity, and the utility rate (% filled).

You can focus your view by filtering for a single experience or viewing all together, and easily switch between different time frames—like today, this month, or a custom range.

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