Entering Sales Data One-by-One via a Campaign

Sales data is entered through sales collection campaigns.

Each campaign represents a structured collection period (daily, weekly, or monthly), depending on how sales are configured for your property.

You can enter sales data directly into a campaign without uploading a file.

Step 1: Go to the Campaigns Page

1. Open the Sales Collection Portal.

2. From the sidebar menu, select Collection.

3. Click Campaigns.

This opens the Campaigns page, which lists all sales collection campaigns you have access to across your properties.

Step 2: Find the Correct Campaign

To quickly locate the campaign you need, you can use the filters at the top of the page.

You can filter by:

• Property

• Campaign name

Once filters are applied, the list updates to show only relevant campaigns.

1. Select the campaign you want to work on.

2. Click anywhere on the campaign row to open it.

Step 3: Review Campaign Progress

Inside a campaign, you’ll see:

• A list of all sales entries linked to that campaign

• Overall progress for the full campaign

• Individual periods that still require data entry

You can expand a row to view the specific periods that need to be completed.

Step 4: Enter Sales Data

1. Expand the relevant row to view the available periods.

2. Click the plus (+) icon next to the period you want to complete.

A slide-in panel opens on the right-hand side of the screen.

1. Enter the required sales data for that period.

2. Save your changes.

You can repeat this process to enter data period by period as needed.

Step 5: Use Filters to Speed Up Entry

The campaign page includes several filters to help you find the exact entry you need.

You can filter by:

• Period

• Access level

• Submission status (entered or not entered)

• Whether submission is required

• Collection dates

These filters only affect what’s shown on the page and do not change any data.

Step 6: Customise the Table View

To adjust what information is visible on the page:

1. Click the settings (⚙️) icon on the right-hand side.

2. Choose which columns to show or hide in:

   • The primary table (main view)

   • The secondary table (expanded view)

3. Click Save to apply your preferences.

This helps keep the page focused on the data you need most.

Step 7: Change How Data Is Grouped

You can also change how entries are displayed using the view controls next to the settings icon.

Available views include:

• Grouped by entry (default)

• Expanded view showing each individual period

• Grouped by month, which shows totals at a monthly level and allows you to expand for further detail

These views do not affect the data itself — they only change how it is displayed.

What’s Next?

This method is best for:

• Entering or updating sales data individually

• Making quick corrections

• Reviewing progress at a detailed level

If you need to enter a large amount of data at once, you can also upload sales data using a CSV file.