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Sales Records

Browse and manage all recorded sales transactions in a tabular view. Search by customer, product, or deal reference, and filter by revenue type or status to narrow the list. You can view, edit, or delete any record from this screen.

Access sales records​

  1. Click the Sales tab in the secondary navigation menu.
  2. Click the Records sub-tab within the Sales module (beside Dashboard, Targets, Analytics, and Performance).

Sales module with the Records sub-tab active, showing a data table of sales transactions with columns for ID, Customer, Product, Rep, Gross, Net, Type, Close, Docs, Status, and Actions

The Sales Records table loads with all recorded transactions.

Understand the table columns​

Sales Records table showing 7 records with columns for ID, Customer, Product, Rep, Gross, Net, Type, Close, Docs, Status, and Actions, with various status badges like Active, Recurring, One-Time, Renewal, and Upsell

ColumnDescription
IDUnique deal identifier (e.g., DEAL-2024-007)
CustomerCustomer name
ProductProduct or service sold
RepAssigned sales representative
GrossGross deal value before discount
NetNet deal value after discount
TypeRevenue type badge — One-Time, Recurring, Upsell, Renewal
CloseDeal close date
DocsIndicator for attached documents
StatusDeal status badge — Active, Cancelled, etc.
ActionsView, Edit, and Delete icon buttons

Filter by revenue type​

Use the revenue type filter dropdown to display only deals matching a specific type:

Sales Records table with the revenue type filter set to Recurring, showing only 2 records of Recurring type, with the filter dropdown highlighted

Click the revenue type dropdown (showing "All" by default) and select a specific type — for example, Recurring — to display only deals of that category. Select All again to clear the filter.

Filter by status​

Click the status dropdown to filter the table to show only deals at a specific status (e.g., Active, Cancelled, Pending).

Sales Records table with the active status filter applied, showing 6 Active records and the three action icons — eye, pencil, and trash — highlighted on a row

To clear the status filter and return to the full list, click the dropdown again and select All.

View deal details​

Click the eye icon in the Actions column to open a read-only view of the full sale record.

Sales Records table with a row selected and the view action triggered, showing the full transaction data for that record in the Actions column area

The Details panel displays all information for that record: customer details, deal reference, product, value, close date, revenue type, payment terms, currency, status, and any attached documents or notes.

View the full deal details panel​

Deal Details panel open for a specific sale record, showing the complete transaction information including customer name, deal reference, product, gross and net values, assigned rep, close date, and document attachments

The full Deal Details panel includes:

  • Transaction summary — customer, deal ID, product, sales rep, close date
  • Financial details — gross value, discount, net value, payment terms, currency
  • Revenue type and status badge
  • Documents — any files attached when the record was created
  • Notes — any context added during deal entry

Click the X icon to close the panel and return to the Records table.

Search for a record​

Click the "Search customer, deal, product..." field above the table and type any keyword. The table filters in real-time as you type, matching against customer names, deal IDs, and product names.

Edit or delete a record​

Each row has three action icons on the right side:

  • Eye icon — opens a read-only view of the full sale record details
  • Pencil icon — opens the edit form to update the record's details
  • Trash icon — permanently deletes the sale record
note

Deleted sale records cannot be recovered. Confirm the correct record is selected before clicking the trash icon.

Record a new sale​

Click the + Record Sale button in the top-right corner to open the Record New Sale form. See Record a Sale for full instructions.