Sales

The Sales tab is the revenue view of the CRM. Every value on this screen — closes, invoices, and orders — comes from GoHighLevel models. Stripe data is not used here; per-business Stripe enrichment lives separately in the Contacts/Sales grid columns.

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Summary cards

A row of KPI cards sits at the top of the Sales tab and summarises the selected date range. Every number is sourced from GHL: These cards recompute when the date range or filters change.

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Three sub-tabs

The Sales table is split into three sub-tabs, all populated from GHL:

• Closes — GHL contacts that closed in the period.
• Invoices — GHL invoices for the period.
• Orders — GHL orders (ghl_orders) for the period.

Each sub-tab has its own count badge (for example, Closes (8), Invoices (0), Orders (0)).

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Closes columns

The default Closes grid surfaces: Use Columns to add UTM Source / Medium / Campaign, Ad IDs, and other GHL custom fields.

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Invoices and Orders sub-tabs

Both sub-tabs read directly from GHL:

• Invoices — One row per GHL invoice (amount, status, line items, contact link).
• Orders — One row per GHL order from the ghl_orders table (amount, orderStatus, paymentMode, customer email). This is the same source used by the Order fallback option in Revenue Settings.

If a sub-tab is empty, check that the corresponding GHL feature is in use (invoices created, orders captured) for the selected date range.

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Pagination and bulk

• Per page selector (default 50) and 1–8 of 8 style counter at the bottom right.
• Bulk select with checkboxes to export selected rows or change status.

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Typical workflows

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Reconcile Cash Collected with finance

1. Set the date range to the period finance is reconciling.
2. Read the Cash Collected summary card.
3. Cross-check against finance’s bank deposits; export the Closes sub-tab if you need a line-item breakdown.

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Audit a Contract Value spike

1. Sort the Closes sub-tab by Contract Value descending.
2. Use the History icon on the top rows to verify the deal was real (form submission, calls, payment).
3. If a row shouldn’t be counted, fix the GHL custom field value in GHL and let the next sync recompute.

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Investigate missing revenue

1. Compare Contract Value and Cash Collected cards against your expectation.
2. If a closed deal is missing, open it in GHL and confirm the mapped custom fields (Contract Value, Cash Collected, Date Closed) are populated.
3. Re-run a manual GHL sync so the value picks up immediately.

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Next steps