Segments
Turnover breakdown by segment to compare performance across your business areas.
When you have segments configured, the dashboard turnover cards include a color-coded bar that shows how each segment contributes to your revenue. This gives you an at-a-glance comparison of different parts of your business.
How It Works
Each of the four turnover cards on the dashboard -- Last Week, Last Month, Last Year, and Total -- displays a thin horizontal bar beneath the turnover amount. The bar is divided into colored sections, one per segment, sized proportionally to that segment's share of turnover for the period.
For example, if Segment A generated 60% of last week's turnover and Segment B generated 40%, the bar shows Segment A's color taking up roughly two-thirds of the width and Segment B's color filling the rest.
The bar only appears when two or more segments have turnover in the period. Segments with zero turnover for a given period are hidden from the bar. Click the bar to go to the financial reports page for a detailed breakdown.
Segment Turnover Data
Each segment tracks four turnover metrics, matching the four turnover cards on the dashboard:
| Metric | What It Covers |
|---|---|
| Last Week | Turnover for the previous 7 days |
| Last Month | Turnover for the previous 30 days |
| Last Year | Turnover for the previous 12 months |
| Total | All-time turnover for the segment |
Turnover includes orders with a status of Pending, Confirmed, Completed, or Locked. Draft and Cancelled orders are excluded.
Each segment's color, as configured in Data > Segments, is used in the bar display.
Common Tasks
Compare segments at a glance
Open the dashboard and look at the bars beneath each turnover card. A segment that dominates the bar generates the largest share of revenue for that period.
See detailed figures
Click any segment bar to open the financial reports page, where you can filter and break down revenue by segment, date range, or label.
Add or change segments
Go to Data > Segments to create new segments, rename existing ones, or change their colors. Once a segment exists, assign it to orders so its turnover appears on the dashboard.
How It Connects
- Data > Segments -- Segments are configured in the Data section. Each segment's color and name carry through to the dashboard.
- Dashboard -- The main dashboard shows aggregate turnover across all segments; the segment bar breaks it down visually.
- Financial Reports -- Click the segment bar to see detailed financial reports with full segment breakdowns.
- Team -- Team members can be restricted to specific segments, which affects which orders contribute to each segment's turnover.