Total Sales Report and Compare Mode

This report will show you the total sales of your customers that fit the criteria of the search entered DURING the selected date period. It is an extremely basic way to see what certain customers have bought in your business. Use compare mode to easily compare 2 different groups of sales side by side.

At its basic level, you can use the filters when loading a report to view specific sales, calls in general or from a specific group of leads over a certain time frame.

For example, if you wanted to see what your leads who clicked through “@Googlead1” purchased over a certain timeframe, just filter leads with tags “@Googlead1” and select the date range. You can leave the filters blank if you’d like to view all sales within a certain timeframe.

Update: Within the total sales reports, we can also generate total calls reports. We can generate a report with one of the following options:


Use compare mode to compare sales from 2 different groups based on either tags or dates.

Compare by tags: Create 2 different groups of sales that are related to the tags entered, and compare those sales within a certain date range.

This is useful if you want to compare sales from 2 different groups of leads.

For example, if you wanted to compare sales from leads that came in via 2 different Shopify stores, you could filter group A by leads with a “!ShopifyStore1” tag and group B by leads with a “!ShopifyStore2” tag.

You can also do the same for 2 different sources to easily compare sales from leads who came through a specific source, just filter each group by leads with a specific @tag.

Another use for this report is to simply compare sales of 2 different products or product groups within a date range. To do this just filter group A by x product tag and group B by Y product tag.

Compare by dates: Compare 2 different groups of sales within different date ranges. These groups can then also be filtered by tags.

This feature is useful to compare sales for a specific product/product group, and/or compare the buying behaviour of a specific group of leads, within 2 specific timeframes.

For example, if you wanted to see how many leads who clicked through “@Facebookad” made a Purchase in September vs October, then you could filter leads with the “@Facebookad” tag and then select September for the first group’s date range and October for the second group.