All help topics
HELP & DOCUMENTATION
Reporting & data
Read sales, website and payment reports with their sources, periods and limits in view.
PRACTICAL GUIDES
Find your next step.
Browse a topic or search the published guides. Client requests stay in your private workspace.
Reporting & data
Read the management dashboard
Check the source, period and meaning of each figure before combining sales, website, payment and operating information.
Read the guide Reporting & dataWhy website counts and Google Analytics differ
Compare consented first-party pageviews with actual GA4 reports using their own definitions, periods and configuration state.
Read the guide Reporting & dataUnderstand contacts, opportunities and pipeline totals
Keep relationship records, open sales work and closed commercial outcomes distinct.
Read the guide Reporting & dataRead store orders and payment totals
Use provider-verified payment state and keep live payments, test payments and service fulfillment separate.
Read the guide