June 2026: Sales Collection - Now gives a clearer view of campaign progress
A new Sales Summary Overlay helps users see submission progress and campaign totals at a glance.
Why this matters
Users entering sales collection data can now access a quick summary of how many periods have been completed, how many are still outstanding, and the total sales recorded to date.
This matters because it reduces the need for manual checks and makes it easier to understand campaign progress while working. For teams managing multiple periods, it provides a faster and clearer way to stay on top of submissions.
When to use this
Use this when:
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entering sales data across multiple collection periods
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checking how much of a campaign has been completed
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reviewing totals before finishing a submission session
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monitoring progress without leaving the current workflow
How It Works (High-Level)
In the sales collection list view, users can open a summary view that displays key campaign figures in one place. This includes entered periods, remaining periods, and total sales to date, making progress easier to track during the submission process.
The feature is designed to be quick to access without interrupting the main workflow.
Best practice tips
Use the summary as a quick confidence check before ending a submission session.
Encourage users to review progress regularly during busy collection periods.
Pair the summary with internal submission deadlines so gaps can be identified early.
Make sure users understand the difference between completed periods and total campaign scope.
Use the overlay to reduce manual reconciliation, but still follow your normal review process where required.