The Financial Dashboard provides an overview of your voucher sales, voucher value, payments, and outstanding liability for a selected date range. The dashboard is divided into four sections:
Sales
Voucher Value
Payments
Liability
Filtering your dashboard data
Sales, Voucher value and Payments can be filtered by Online sales, (any sales processed online via your VoucherCart sales page), and Offline sales, (any sales processed through manual orders via the dashboard), which also include complimentary/free and charity voucher sales or all sales channels combined.
Sales, Voucher value and Payments are displayed between the date range selected (From and To) or you can choose from a selection of preset ranges such as (but not limited to) ‘Previous Month’, ‘This Month’ and ‘Last 7 days’.
The data for Sales, Voucher Value and Payments are updated in real time which gives you an accurate and up to date picture of your financial performance when you need it.
Liability values
Liability displays the Outstanding Voucher Value and Outstanding Voucher Value (Expired) as it was at the END of the day (23:59) on the date selected. This data is historical, and it will not change in line with the current voucher status. Therefore, it is important to understand that if you are looking for your current outstanding voucher liability, then you should only select today's date when selecting the liability value date.
The liability to your business associated with any/all voucher sales is set automatically by the system based on the sale price (price paid by the buyer) in relation to vouchers sold, unless you have provided a custom voucher liability during voucher setup.
Related article: Change a voucher liability value
Glossary
Sales
Voucher Sales | Sum of regular prices (excludes loyalty points and discounts) of vouchers sold between From and To |
Loyalty Points | Sum of loyalty points used between From and To |
Discounts | Sum of discounts applied between From and To |
Net Voucher Sales | “Voucher Sales” minus “Loyalty Points” minus “Discounts” |
Shipping | Sum of regular prices of postal delivery sold between From and To |
Refunds | Sum of all refund values made between From and To |
Total | “Net Voucher Sales” plus “Shipping” minus “Refunds” |
Voucher Value
Voucher Value Expired | Sum of outstanding voucher value calculated from voucher liability that expired between From and To
Example £50 redeemed; Voucher expired between From and To; The remaining £50 will be included in this metric. |
Voucher Value Redeemed | Sum of redeemed values (calculated using voucher liability) of all redemptions made between From and To |
Voucher Value Refund | Sum of all refund values made between From and To (same as “Sales: Refunds” above) |
Voucher Value Cancelled | Sum of outstanding voucher value calculated from voucher liability that was cancelled between From and To |
Voucher Value Archived | Sum of outstanding voucher value calculated from voucher liability that was archived between From and To
NOTE: This metric can duplicate value from “Voucher Value Expired” - if the same voucher first expired and then archived in the same date range. |
Payments
Total Payments | Sum of all payments made between From and To (including manual order payments). |
Liability
Outstanding Voucher Value | Sum of outstanding voucher value calculated from Liability at the END of Liability Value Date |
Outstanding Voucher Value (EXPIRED) | Sum of EXPIRED outstanding voucher value calculated from Liability at the END of Liability Value Date |
Need more help?
Speak to our support team via chat or contact us by email at help@vouchercart.com
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