--- title: Insights (Advanced)|Performance Trend Overview description: Learn how to use the Performance Trend Overview dashboard. Track key metrics like net sales, transactions, and gross margins to monitor your business growth. --- [Skip to content](https://support.blaze.me/hc/en-us/articles/insights-advancedperformance-trend-overview#main-content) [![BLAZE-Logo-Blue (2)](https://support.blaze.me/hs-fs/hubfs/BLAZE-Logo-Blue%20(2).png?width=140&height=37&name=BLAZE-Logo-Blue%20(2).png)](https://support.blaze.me?hsLang=en) - [BLAZE US Knowledge Base](https://support.blaze.me/hc/en-us/articles) Open main navigation Close main navigation - [BLAZE US Knowledge Base](https://support.blaze.me/hc/en-us/articles) Welcome to the Blaze US Knowledge Base! Find helpful reference by searching here... - There are no suggestions because the search field is empty. 1. [BLAZE US Knowledge Center](https://support.blaze.me/hc/en-us/articles?hsLang=en) 2. [BLAZE Retail](https://support.blaze.me/hc/en-us/articles/blaze-retail?hsLang=en) 3. [Insights](https://support.blaze.me/hc/en-us/articles/blaze-retail?hsLang=en#insights) # Insights (Advanced)|Performance Trend Overview ## The Performance Trend Overview is a customizable dashboard that provides a quick, comprehensive snapshot of your sales health and profitability. By tracking key metrics like Net Sales, Transaction Volume, and Unique Members, alongside visual charts analyzing weekly margins and discounts, this report empowers you to easily monitor business trends and evaluate the impact of your pricing strategies over time. ### **Navigation** To access this report, follow this path in your dashboard: #### **Insights** \> **Dashboard** \> **Overview** \> **[Performance Trend Overview](https://retail.blaze.me/insights/overview_performance-trend-overview)** #### **![Screen Shot 2026-03-31 at 6.25.21 PM](https://support.blaze.me/hs-fs/hubfs/Screen%20Shot%202026-03-31%20at%206.25.21%20PM.png?width=670&height=317&name=Screen%20Shot%202026-03-31%20at%206.25.21%20PM.png)** --- ### **Filtering Report Data** You can easily customize the data displayed on your dashboard to fit your specific needs. Use the following filter controls to narrow down your view. - **Controls:** **![Screen Shot 2026-03-31 at 6.24.02 PM](https://support.blaze.me/hs-fs/hubfs/Screen%20Shot%202026-03-31%20at%206.24.02%20PM.png?width=670&height=68&name=Screen%20Shot%202026-03-31%20at%206.24.02%20PM.png)** - - **Shop(s):** Select the specific location(s) you want to view. - **Date:** Define the specific timeframe for the report. - **Group By:** Organize the report data by specific groupings (e.g., Day, Month, Quarter, Week, or Year) for customized aggregation based on duration. --- ### **Dashboard Metrics & Reports** The dashboard provides a comprehensive view of your sales through various Key Performance Indicators (KPIs), detailed breakdowns, and visual charts. - ### Key Metrics - **# Transactions:** The total number of transactions indicating performance trends that were processed during the selected timeframe. - **Net Sales:** The percentage trend of total sales revenue generated after discounts and returns are deducted. - **Unique Members:** The total percentage of distinct customers who made a purchase. ### **![Screen Shot 2026-03-31 at 6.24.12 PM](https://support.blaze.me/hs-fs/hubfs/Screen%20Shot%202026-03-31%20at%206.24.12%20PM.png?width=670&height=72&name=Screen%20Shot%202026-03-31%20at%206.24.12%20PM.png)** ### **Available Reports & Charts** - **Summary By \[Metric\]:** A breakdown summarizing your performance data. ![Screen Shot 2026-03-31 at 6.24.47 PM](https://support.blaze.me/hs-fs/hubfs/Screen%20Shot%202026-03-31%20at%206.24.47%20PM.png?width=670&height=461&name=Screen%20Shot%202026-03-31%20at%206.24.47%20PM.png) - **Gross Margin % and Discount % by \[Metric\]:** A visual representation comparing your gross margin percentage against your discount percentage. ![Screen Shot 2026-03-31 at 6.25.01 PM](https://support.blaze.me/hs-fs/hubfs/Screen%20Shot%202026-03-31%20at%206.25.01%20PM.png?width=670&height=418&name=Screen%20Shot%202026-03-31%20at%206.25.01%20PM.png) **Please review the terminology found in our [Insights Accounting Glossary](https://support.blaze.me/hc/en-us/articles/retail-insights-accounting-glossary?hsLang=en) with your accounting professional and reach out if there are any questions!** --- **💡 Pro Tip:** You can export this or any KPI held in Insights to a CSV or Excel file. 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