Understand Home and insights
Read Home and its date range, see what Kwudo has noticed, and know where to confirm financial records.
- 1
Open Home
Home starts with a setup checklist for a new account. Later it shows Needs you (what to act on), Next up (coming bookings), your totals and recent activity. Hide Needs you with × until something new comes in.
Open Home - 2
Set the date range
Choose 7 days, 30 days, 90 days or All time before comparing totals. A different range can change revenue, order and customer counts.
- 3
Read trends as signals
Use the totals and comparisons to spot changes. Sales › Insights lists what Kwudo has noticed, such as a product many people view but few buy. Promote shows results for each link.
Open Insights - 4
Confirm operational details
Use Sales › Orders for individual payments and balances, Bookings for scheduled sessions, and Sales › Payouts for payouts to your bank.
Open Sales
Good to know
- Home and Promote figures summarize activity; check individual payments in Sales › Orders and payouts in Sales › Payouts.
- Compare periods with similar lengths before drawing conclusions from a change.