The Purchases data source provides a unified view of all revenue-generating line items. Instead of checking bookings, gift cards, and merchandise sales separately, managers can configure dashboards to reveal total revenue and transaction counts in a single dashboard widget.
Fig. 1 - Widget Configuration setup to define Revenue by Date (This month) using the the Purchases Data source and targeting Revenue.
Key Benefits
Holistic revenue tracking - See combined revenue from bookings, gift cards, and merchandise in one place.
Simplified reporting - No need to manually add up numbers from different widgets.
Flexible filtering - Choose which purchase types to include (e.g., compare booking revenue vs gift card revenue).
Time-based analysis - Track purchase trends over time with line charts, or see breakdowns with pie/bar charts.
User Flow
Create a new dashboard widget and select "Chart" or "Statistic" as the widget type.
Select "Purchases" from the Data source dropdown.
Choose what to measure:
Chart type
Instruction
For line charts
Select "Revenue" to track total revenue over time, or "Purchase item id" to count transactions
For pie/bar charts
Select "Purchase type" to see breakdown by category, then choose "Count" or "Revenue" from the Measurement dropdown
For statistics
Select "Revenue" for total revenue or "Purchase item id" for total transaction count
Filter by purchase type (optional): Use the checkboxes to include/exclude Bookings, Gift cards, or Merchandise.
Set time period as with any other widget (Today, Last 7 days, Custom range, etc.)
Fig. 2 - An example of a chart set up to track Revenue generated for specific dates (including future dates), as opposed to the date a booking, gift card, or merchandise sale was realized.
Example use cases
Widget type
Configuration
What it shows
Line chart
Revenue field, Last 30 days
Daily revenue trend combining all purchase types
Pie chart
Purchase type field, Revenue measurement
Revenue breakdown: how much comes from bookings vs gift cards vs merchandise
Statistic
Purchase item id field, This month
Total number of transactions this month
Bar chart
Purchase type field, Count measurement, Gift cards + Merchandise only
Compare number of gift card sales vs merchandise sales
