Sales Overview – Analyzing Your Business Performance

The Sales Overview gives you a high-level and detailed view of how your business is performing financially across your entire store or specific funnels.

It helps you understand revenue, orders, subscriptions, upsells, downsells, order bumps, and top performers — all in one place.

You’ll use Sales Overview to:

  • Track total sales and growth over time
  • Analyze subscriptions and recurring revenue
  • Understand upsells, downsells, and order bumps
  • Identify top products, users, and traffic sources
  • Filter and segment sales data for deeper insights

Where to find Sales Overview

Navigate to:

Sales & Analytics → Sales Overview

This view aggregates sales data from across your store and funnels, based on the filters and date range you select.


How the Sales Overview is structured

The Sales Overview consists of two main parts:

1. Global filters & controls (top section)

This section controls what data is shown across all cards, charts, and tables below.

It includes:

  • Filters
  • Date picker
  • Store or funnel selector
  • Tab navigation
    • Sales Overview
    • Subscriptions
    • Upsells & Downsells
    • Top Performers

Any change here instantly updates everything below.

2. Analytics content (cards, charts, tables)

Based on your selected filters and chosen tab, this section displays:

  • KPI cards (sales, orders, AOV, abandoned carts)
  • Revenue charts
  • Subscription and MRR insights
  • Upsell, downsell, and bump performance
  • Top products, users, and sources

Filters (Refine your sales data)

You can filter your sales data to focus on specific segments or scenarios.

Supported filter logic

  • Filters currently support AND logic only
  • All applied filters must be true for a result to be included

Common filter examples

You can filter sales by:

  • Product (e.g. Product is X)
  • Payment status (Paid is true)
  • Order attributes

Example use cases:

  • View sales for a single product
  • Analyze paid orders only
  • Compare performance between funnels
  • Isolate results for a specific campaign or launch

You can add or remove filters at any time, and hide them when not needed.

Date picker (Time range selection)

The date picker controls which time period your sales data is pulled from.

Available options:

  • Today
  • Yesterday
  • Last 7 days
  • Last 14 days
  • This month
  • All time
  • Custom (select a start and end date)

Use this to:

  • Compare recent performance vs historical data
  • Analyze launches, campaigns, or promotions
  • Track monthly or quarterly growth

Store & funnel selector

Next to the date picker, you can choose what part of your business to analyze.

Options:

  • The whole store – includes all funnels and products on your website
  • Specific funnels – limits data to a single funnel

This allows you to:

  • Analyze your business globally
  • Deep dive into a single funnel’s performance
  • Compare different funnels by switching context

Sales Overview tab

This is the default tab and provides a high-level snapshot of your sales performance.

KPI cards

At the top, you’ll see key metrics:

  • Sales

    Total revenue generated in the selected period.

  • Orders

    Number of completed purchases.

  • Average Order Value (AOV)

    Average revenue per order.

  • Abandoned Carts

    Number and percentage of checkouts that were started but not completed.

These metrics help you quickly assess performance and trends.

Sales Revenue chart

The Sales Revenue chart visualizes how revenue changes over time within the selected period.

Use this chart to:

  • Spot growth or decline trends
  • Identify spikes from launches or campaigns
  • Compare performance between time periods

Top Sources

Sales shown in Top Sources come from sales tracking, which can be enabled in both campaigns and automations, or by manually generating sales tracking links here.

When sales tracking is active, Recrevio uses UTM parameters to attribute each purchase back to its source.

You can track sales from:

  • Campaigns (Email, SMS, WhatsApp)
  • Automations (Send Email, Send SMS, Send WhatsApp steps)
  • Manually generated tracking links that you share anywhere (social media, ads, partners, websites, etc.)

This makes it possible to see sales from any channel, even outside Recrevio’s built-in campaigns.

👉 How to Enable Sales Tracking in Campaigns and Automations

👉 How to Use Sales Tracking Links

Once tracking is enabled or links are generated, all resulting sales will automatically appear in Sales Overview → Top Sources.

Subscriptions tab

The Subscriptions tab focuses on recurring revenue and subscription performance.

Key metrics

You’ll see:

  • New Subscriptions
  • Cancellations (Churn)
  • New MRR
  • Revenue

Subscription & Revenue chart

Shows how subscriptions and recurring revenue evolve over time.

Subscription insights

On the side panel, you’ll find:

  • Total MRR
  • ARPU (Average Revenue Per User)
  • Active subscriptions
  • Completed subscriptions
  • Total cancellations and churn rate

This tab is essential for:

  • Memberships
  • SaaS-style offerings
  • Retention and churn analysis

Upsells & Downsells tab

This tab shows how additional offers perform during checkout.

Metrics included

  • Upsell sales
  • Downsell sales
  • Order bump sales
  • Number of orders and Conversion rates for each offer type

Upsells, Downsells & Bumps chart

Visualizes how much additional revenue is generated from:

  • Upsells
  • Downsells
  • Order bumps

Use this to:

  • Optimize checkout flows
  • Increase Average Order Value (AOV)
  • Evaluate which add-ons perform best

Top Performers tab

The Top Performers tab helps you understand what and who is driving revenue.

You can switch between:

Top Products

See:

  • Units sold
  • Orders
  • Revenue
  • Percentage of total revenue per product

Great for identifying:

  • Best-selling products
  • Core revenue drivers

Top Users

Shows customers who generated the most revenue.

Useful for:

  • VIP identification
  • High-value customer analysis
  • Retention and upsell strategies

Top Sources

Breaks down revenue by source (based on UTM data).

Helps you:

  • Evaluate marketing channels
  • Compare traffic quality
  • Optimize ad spend and campaigns

How Sales Overview connects to sales tracking

Sales Overview relies on sales tracking to attribute revenue correctly.

Sales tracking works by adding UTM parameters to your links so Recrevio can connect:

Message → Click → Checkout → Order

To ensure accurate data:

  • Sales tracking must be enabled when campaigns or automation messages are created
  • Messages must contain at least one clickable link leading to checkout

👉 How to Enable Sales Tracking in Campaigns and Automations

👉 How to Use Sales Tracking Links


Summary

The Sales Overview is your central dashboard for understanding revenue performance in Recrevio.

With it, you can:

  • Analyze total sales and growth
  • Track subscriptions and recurring revenue
  • Optimize upsells, downsells, and order bumps
  • Identify top products, users, and sources
  • Filter and segment sales data with precision

By combining filters, date ranges, funnel selection, and tabs, Sales Overview gives you both a big-picture view and deep insights — helping you make confident, data-driven decisions 🚀

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