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Toggle Overview dashboard
Toggle Overview dashboard

How are your sales? Redemptions? Which gift is performing best? Head to Overview to get the full picture.

Oskar Smith avatar
Written by Oskar Smith
Updated over a week ago

We’ve built Overview to help you understand how your Toggling is going. Here’s what all the numbers mean.

Total sales by product

To see how many sales your products or a specific gift product has had, you can select a date range and/or product and view your sales on a chart.

Your total sales across the date range are also shown at the bottom of the chart:

Some things to note:

  • Total sales figures are ‘gross sales’ so include any discounts that were given (e.g. FOC)

  • Sales that were reversed (e.g. cancelled orders) are excluded from the figures

  • Any gift cards sold in your venues show under the “In-store & other” product type. If you are a Toggle Switch customer, your initial card import data will also show under "In-store & other".

  • The chart resizes to an appropriate day, week or month scale depending on the date range selected. When in week or month view, the dates are week beginning and month beginning respectively. If your date range spans half a week or half a month, bear in mind that the chart may include a half week or half month at the start or the end of the chart visual.

  • The data behind these charts are generated overnight, so they only reflect what has happened up until midnight *yesterday* (today's activity won't show until tomorrow).

Total sales by year

You can view how many sales you’ve had across a given year, month by month, by using this chart. This also allows you to plot more than one year on the graph, which is useful if you want to make a year-on-year comparison. For example, how your store sales compare this Christmas vs last Christmas. 

Again, these figures are gross sales, so include any discounts. Reversed/cancelled orders are excluded from the numbers.

Total redemptions by year

The Total redemptions by year chart shows the total redemptions across a whole year, broken down by month. You can plot more than one year on the graph to make a year-on-year comparison for a given month. Reversed redemptions are excluded from this chart.

Outstanding active balance

Your accounts team will probably be quite interested in this one. 

This number shows the total outstanding card balance at the current moment in time. You can also roll your mouse over the chart to see what the balance was on a given day in the past too. This is your current liability (the amount of gift card credit currently held by customers that could be redeemed).

More insights

There are also some other useful insights that will help you understand how your customers are using Toggle.

Average days until first redemption

This is the average time (in days) between the very first credit top up on a card and the first redemption. This is a good indicator of how long a recipient takes to use a gift card after it is first purchased. The chart also shows you the trend - are customers taking longer to visit or visiting sooner?

Gift card/experience average first top up

These numbers show whether your experiences or standard gifts are selling higher value cards. Again, you can also see the trend from the charts.

Download your charts

You can also download any of the charts to include in your presentations by using the Save chart as link next to each graph.

Need more granular data?

If you need more granular data, don’t forget you can also download raw data exports as CSVs so you can run your own detailed reporting offline.

What report should I use to match the sales figure showing on the Total sales by product graph?

If you want to cross check the figure showing on the Total sales by product graph with the linear data on a report, the best report to use is the Balance Adjustments one.

Here's how to match up the figures:

  1. Go to Data > Balance Adjustments

  2. Select the relevant date range you want to compare and add to queue

  3. Once download is complete open the report on a spreadsheet program

  4. Filter the headers (so you can filter out certain data from the column later)

  5. On the Line Item Type column (which includes top ups) filter that column to show only sales

If you have questions or need any help about the Overview page get in touch with our support team at

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