How the Sales tracker works

The Sales tracker is the row of coloured cards near the top of the Sales page. It gives a quick view of how much income has been recorded for different business periods.

What each tracker card means

• Today shows sales recorded for the current trading day.
• This week shows sales for the current Monday-to-Sunday week.
• Month to date shows sales from the first day of the current month up to the current date.
• Year to date shows sales from the first day of the current year up to the current date.
• Since start shows all recorded sales since your Bizwazi records began.

How to use the tracker

• Tap a coloured card to filter the sales list by that period.
• Use Today when checking whether today’s income has been entered correctly.
• Use This week when reviewing weekly performance.
• Use Month to date when checking how the current month is progressing.
• Use Year to date when reviewing longer-term performance.
• Use Since start when you want to see the whole sales history.

Important to understand

• The tracker shows recorded sales, not necessarily cash physically counted.
• If a sale was entered under the wrong account, the tracker may still show the income, but the account balance may be wrong.
• If a sale was forgotten, the period total will be too low.
• If a sale was entered twice, the period total will be too high.