The Sales Breakdown and the Customer Payment Report measure different things. Mixing them up is the most common cause of numbers that don't match. This article explains what each report is actually counting.
Sales Breakdown: New Invoices Created
The Sales Breakdown panel on your Floorzap dashboard tracks new sales — specifically, invoices created on a given day. When you filter the Sales Breakdown by date, you're seeing the total value of invoices that originated during that period, not payments received.
The panel has two sections:
- Top section (Lead and Customer Counts) — reflects new leads and new customers generated within the selected date range, along with quotes tied to those new leads. The count next to each row is the number of leads or customers created, not the number of quotes sent. Quotes shown here are only those tied to new leads from the selected date range; quotes sent to existing customers do not appear.
- Bottom section (Sales Percentages) — reflects each segment's share of total closed sales, not quote-to-customer conversion rates. A 32% figure means that segment accounts for 32% of total sales value, not that 32% of leads converted.
You can click any number in the Sales Breakdown panel to see the underlying records. If a count looks off, the drill-down view will show exactly which leads or invoices are included.
Customer Payment Report: Cash Collected
The Customer Payment Report tracks cash collected on a given day — regardless of when the underlying invoice was created. A payment recorded today will appear on today's Payment Report even if the invoice it was applied to is weeks or months old.
Why the Same Transaction Can Appear in One Report but Not the Other
Because the two reports measure different events, the same transaction will often show up in one but not the other — and that's expected behavior, not an error.
Example: A customer pays $700 today on an invoice created last month. That $700 will appear on today's Customer Payment Report because cash was collected today. It will not appear on today's Sales Breakdown because the sale itself was counted on the day the invoice was created — last month.
If today's Sales Breakdown total does not match today's Payment Report total, that is expected. They answer two different questions: "What did we sell today?" versus "What did we collect today?"
How to Cross-Check Using Invoice Creation Dates
If you need to verify which invoice a payment is tied to — or confirm why a payment isn't showing up in the Sales Breakdown — use the Customer Payment Report to find the payment, then check the invoice creation date on the associated invoice. If the invoice was created on a prior date, the sale will appear in the Sales Breakdown for that earlier date, not today's.