Understanding the Sales Dashboard
Learn how to read the cumulative sales chart, compare to the previous month, interpret the forecast line, navigate between months, and print PDF reports.
The cumulative sales chart
The heart of the Dashboard is the Monthly Cumulative Sales chart. It plots your store's running total of closed/delivered deals day by day through the month — so you can see momentum at a glance rather than just a final number.
Live chart — this month vs. last month + forecast
This month vs. previous month
Two lines are always drawn side by side:
Green — This Month (solid)
Your actual cumulative units from Day 1 up to today. Gaps past 'Today' mean the day hasn't happened yet.
Blue — Previous Month
The same cumulative view for the month before. Instantly shows whether you're tracking ahead or behind last month at the same point.
Green dashed — Forecast
Projects your pace from today to month-end based on your daily average so far this month.
Gold dot — Best Day
Marks the single day with the most deals closed in that month — one marker per line. Hover it to see the count.
Navigating between months
Use the ← → arrows in the chart header to flip back through previous months. The right arrow is disabled when you're already on the current month. This lets you pull up any prior month's chart without leaving the Dashboard.
Right arrow is dimmed — you're on the current month.
Printing deals to PDF
Admins see a Print Store Deals button in the top-right of the Dashboard. Salespeople with a linked account see Print My Deals. Both open the same print modal where you configure your report before generating the PDF.
Dashboard
July 2026 · MTD Performance
↑ Click "Print Store Deals" to open the print dialog
Choosing period & grouping for the PDF
Inside the print modal you have two controls:
Sort / Group Deals By
Choose how deals are organized in the PDF: by Salesperson (one section per rep), by Date (chronological), or by Vehicle Type (New vs. Used). This changes the grouping headers in the printed output.
Report Period
Select one or more calendar months. You can combine months — e.g. select May + June + July to print a quarter. The date range shown in the modal header updates as you pick.