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The Overview dashboard page
The Overview dashboard page

Get a snapshot of your sales and redemption stats on this page!

Oskar Smith avatar
Written by Oskar Smith
Updated over 2 weeks ago

When you log into Toggle, you'll land on the "Overview" page. This page will help you understand how your account is doing for sales and redemptions.

Read on to find out what each stat and graph means. 😄


​The Today stats (⚡)

The figures, like shown above, give you live statistics for your sales and redemptions for the current day. The stats update automatically every 30 seconds. (👀)

These stats will reset to £0 at midnight each day according to the time zone your account is set up on.

Nb: if you can't see the lightning bolt and instead it says "Live stat generation has been paused." just refresh the page to see the live stats again.

Money Taken

This is the money received for all product sales today (taking into account transaction discounts).

This includes money taken from all product types - e.g. gift cards, experiences, retail products, pay-it-forwards, and tickets.

It does not include any postage charges for physical gift cards or products.

Product value sold

This is the value of products sold today (not taking into account transaction discounts).


Redemptions

This is the value of only gift card or experience redemptions today.

If a gift card is redeemed and then that redemption is reversed at the till, the initial redemption is not shown on this figure.

A few stat examples...

👉 If someone buys a £50 gift card on your Toggle shop, £50 will be added to the 'Money Taken' and 'Product value sold' figures - since they paid £50 for it and the gift card is worth £50.

👉 If someone buys a £50 physical gift card with a postage charge of £3, only the £50 will be added to the 'Money Taken' and 'Product value sold' figures.

👉 If someone buys a £50 gift card on your Toggle shop, but there's a 20% discount promotion for it, £40 will be added to the 'Money Taken' figure and £50 to the 'Product value sold' figure - since the discount means the customer pays less for the gift card, but it's still worth £50.

👉 If someone buys a £50 gift card on your Toggle shop, but there's a £10 added value promotion for it, £50 will be added to the 'Money Taken' figure and £60 to the 'Product value sold' figure.

👉 If you issue a £50 free of charge gift card from your dashboard (which'll be 100% discounted), this stat will show only on the 'Product value sold' figure. It will not show on the Money Taken figure since no payment was transacted.

👉 If someone has a £100 gift card and they visit your venue and redeem £32 of it, then £32 will be added to the 'Redemption' figure.


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 line graph, like shown above.

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. free of charge)

  • 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 the year, month by month, by using this bar graph.

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 bar graph 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 you can download the reports found on the Data page of your Toggle dashboard.

Our guide below outlines what they are and how to download them:

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 granular 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


Any help or questions please get in touch on success@usetoggle.com

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