Track B2B portal sales

Track B2B portal sales

View a summary of sales for each portal, all portals, or detailed information for each sale and status for each portal.

Sales overview

Any portal you create will have its own Overview page displaying summary information on its sales and customers. It shows daily, weekly, monthly, and total sales for each B2B portal. You can also see information for each sale, customer, and any abandoned carts. This is displayed as soon as you go to Integrations → B2B.

If you have two or more portals, summary information on the combined sales and customers of these portals are shown on the All Portalspage.

  

View list of sales

The Sales tab is a log of all sales made via the portal, where you can see sale customer, amount, sale status and payment status. You may search for a sales order or filter the list of sales based on order status. Click a sale entry to be taken to that sale task.

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