Skip to main content

Sales Overview

This is the main sales dashboard for your gym. Think of it as a control room that shows you how your business is doing financially. You can see how many products have been sold, your total balance, sales profit, who your top salespeople are, how r...

Written by Ronny Christensen
Updated over 3 weeks ago

What This Screen Does

This is the main sales dashboard for your gym. Think of it as a control room that shows you how your business is doing financially. You can see how many products have been sold, your total balance, sales profit, who your top salespeople are, how revenue breaks down by membership type and product, and how sales split across genders – all in one place.


How to Get There

  1. Open the dashboard.

  2. In the left-hand menu, click Sales (under the Overview section).

  3. You are now on the Sales Overview screen.


Step-by-Step Guide

1. Review the Summary Widgets

At the top of the page you will see three summary cards side by side. Each card shows a metric, a trend line chart, and a percentage change compared to the previous period.

Widget

What It Shows

Product Sold

The total number of products sold, with a trend line and week-over-week percentage change.

Total Balance

The current total balance across all sales, with a trend line and week-over-week percentage change.

Sales Profit

The total sales profit, with a trend line and week-over-week percentage change.

  • A green upward arrow means the number is higher than last week.

  • A red downward arrow means the number is lower than last week.

2. View Yearly Sales

Below the summary widgets you will find the Yearly Sales chart.

  • This is a bar/line chart showing Total Income, Total Expenses, and Total Profit for each month of the selected year.

  • The months are shown along the bottom (Jan through Dec).

  • Use the year selector at the top of the chart to switch between years and compare performance.

3. Review Revenue per Membership Type (Pie Chart)

The Revenue per membership type section shows a pie chart that breaks down your revenue by membership category (for example, campaigns, contingents, drop-ins, personal training, and punch cards).

  • Use the time period selector in the top-right corner of the card to choose how many months of data to display (1, 3, 6, or 12 months).

  • Each slice of the pie represents a different membership category with its share of total revenue.

4. Review Membership Revenue Distribution (Bar Chart)

The Membership revenue distribution chart shows a stacked or grouped bar chart with revenue broken down by individual membership types within each category.

  • Use the time period selector to choose 1, 3, 6, or 12 months.

  • Hover over bars to see exact values for each membership type.

5. Review Product Revenue Distribution

The Product revenue distribution chart works similarly to the membership chart above, but for products.

  • Use the time period selector to choose 1, 3, 6, or 12 months.

  • Use the category filter to narrow down to specific product categories. You can select one or more product categories to focus on.

6. Check the Best Salesman Table

The Best Salesman table shows your top-performing sellers ranked by total sales amount.

Column

What It Shows

Seller

The employee’s name and profile photo.

Product

The product they sell the most of.

Total

Their total sales amount (in currency).

Rank

Their position (1st, 2nd, 3rd, etc.), shown as a colored badge.

7. View Sale by Gender

The Sale By Gender section shows a donut chart that breaks down your total sales count by the gender of your customers (for example, Male, Female, Unspecified).

  • The total number of sales is displayed in the center or next to the chart.

  • Each segment shows its percentage of the total.

8. Browse Latest Products

The Latest Products section shows the five most recently created products in the system.

  • Each entry shows the product name and details.

  • This gives you a quick glance at what has been added to your product catalog recently.


What Happens Behind the Scenes

You open the Sales Overview page
        |
        v
Permission check: only Owner and BoxManager roles can view stats
        |
        v
API calls fire in parallel:
  - getProducts (5 newest, sorted by creation date)
  - getProductCategories
  - getProductSoldStats
  - getTotalBalanceStats
  - getSalesProfitStats
  - getSalesByGender
  - getTopSalesmen
  - getMembershipCategoriesStatistic
  - getYearlySales (for the selected year)
  - getRevenuePerMembershipTypesStatistic (default: 3 months)
  - getRevenuePerProductStatistic (default: 3 months)
  - getRevenueMembershipCategoriesStatistic (default: 3 months)
  - getCampaigns, getContingents, getDropIns,
    getPersonalTrainings, getPunchCards (membership types)
        |
        v
Data arrives and populates charts, tables, and widgets
        |
        v
When you change a time-period selector or year,
the relevant API call fires again with the new parameters


Troubleshooting

“I can see the page but there are no charts or numbers”

  • This screen is restricted to users with the Owner or BoxManager role. If you do not have one of these roles, the page will appear empty.

  • Ask your administrator to assign you the correct role if you need access.

“The yearly sales chart shows all zeros”

  • Make sure the correct year is selected. The chart defaults to the current year, so if your gym just started operating, earlier years will have no data.

  • If you only recently started selling products, there may not be enough data yet. Give it a few weeks.

“The percentage change shows a very large or strange number”

  • The percentage is calculated by comparing the latest period to the previous period. If the previous period had zero or very few sales, the percentage can spike to a very high number. This is normal and will stabilize as more data comes in.

“Revenue per membership type pie chart is empty”

  • Make sure you have active membership types set up in the system (campaigns, contingents, drop-ins, personal training, or punch cards).

  • Try selecting a longer time period (6 or 12 months) to capture more data.

“I changed the product category filter but nothing happened”

  • The product revenue distribution chart updates automatically when you change the category filter. If it stays empty, it means there are no sales for the selected categories in the chosen time period.

  • Try removing the category filter (select all) or expanding the time period.

“The Best Salesman table is empty”

  • This table only populates when employees have made sales that are tracked by the system.

  • Ensure that sales are being recorded with the selling employee assigned. If no employee is linked to sales, the table will remain empty.

“I do not see the Latest Products section”

  • The latest products section shows the five most recently created products. If no products have been added to the system yet, this area will be empty.

  • Add products through the Products section of the dashboard.

Did this answer your question?