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 segment bar that shows how each segment contributes to your revenue. This gives you an at-a-glance comparison of different parts of your business.
This feature is available when the Segments feature is enabled for your workspace.
How It Works
Each of the four turnover cards on the dashboard (Last Week, Last Month, Last Year, 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 60% of the width and Segment B's color taking up the remaining 40%.
The bar only appears when you have more than one segment with turnover in the period. Click the bar to go to the financial reports page for a detailed breakdown.
Segment Turnover Data
Each segment tracks four turnover metrics behind the scenes:
| 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 |
Each segment's color, as configured in Data > Segments, is used in the bar display.
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.
- 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.