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How to View and Analyze Sales Data in CoachWorks Marketing CRM | Content Copilot

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How to View and Analyze Sales Data in CoachWorks Marketing CRM

This guide will help you navigate through the sales data for your selected website within CoachWorks Marketing CRM. Learn how to filter by date, export data, and access different versions for detailed analysis.

1. Start by clicking on Websites to proceed.

1 Click on "Websites".

2. Now, please select your desired website.

2 Click on "Bold Impact".

3. Afterwards, click on the Sales tab to view more.

3 Next up, click on "Sales".

4. View and analyze the available sales data.

4 Click here.

5. Next, set a date range to filter the sales data.

5 Click on the element.

6. Click here if you need to export the sales data.

6 After that, click on "All orders/sales on version 2 of the this funnel are availab...".

7. Version 1 sales data of the selected data can be seen here. The version 2 can be seen in Payment > Order and Transaction.

7 Upload

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