Sales Tab

Created by Ezra Weinstein, Modified on Fri, 07 Oct 2022 at 11:58 AM by Hannah Harris

Editing Sales Tab

This page gives sales data from Version 1 (the Pre-upgraded version) of this funnel. All orders/sales on version 2 (Upgraded version) of this funnel are available in the Payments -> Transactions tabs.

If you have a funnel version 1, you will be able to see the sales tab here as seen below but if you have the funnel version 2, the sales tab won't appear here.

Web Preview

To view this funnel on the web page, click on this icon which directs you to the funnel site.

Sales Info

By clicking on this icon you get more information about the funnel URL.

How To Send Traffic to Funnel URL

Use the Funnel URL to send traffic to your funnel. This URL will always take visitors to the first page in your funnel.

You can change the domain name or path in the Funnel Settings.

Upgrade to version 2

If you want to upgrade from funnel version 1 to version 2, click on this " upgrade to version 2" button.

Note: Once you upgrade to version 2, the sales data will no longer be available on this page, it will be moved to the Payment -> Transaction page.

Date Range

Here you can filter the data by adjusting the date range of this data. Click on the date range icon to drop down the calendar menu, then select the range you want to work with.

Page View Filter

You can filter the number of data per page; 10, 25, or 100 by clicking on this drop-down menu.

Download

You can download the Sales data by clicking on this download button. It downloads as a CSV. file.

Sales List

1.
Customer
This column shows the names of all customers that purchased your product/services.
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2.
Email
This shows the email of the customer that purchased your product/services.
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3.
Product Name
Here you will see the names of the products/service purchased by customers.
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4.
Transaction ID
This column shows the unique transaction ID of each product purchased by customers.
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5.
Amount
This shows the price each customer purchased your products/services.
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6.
Step
The "Step" column shows the type of the product
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7.
Purchase Date
This shows the date and time at which each purchase is made