Question:

What is the BI dashboard based off?

Platform:

• Unleashed on Browser

Answer: 

 The Classic Dashboard uses Transaction Date = Completed Date and includes credits and charges.
The BI Dashboard, however, Sales revenue is calculated as Transaction Date = Invoiced Date and includes charges minus credits which is why the 2 reports won't match. 

In addition, unlike the classic dashboard refreshes every 15-20 minutes, BI has a refresh rate that runs approximately every 4 hours. 

There tends to be variances although the reporting capabilities of BI is a fairly new feature that hopes to provide more analytical data of what the classic reporting offers currently. Although, to get a better read of what the new BI dashboard is doing you can run an Invoice Enquiry report: 

1. Set your Dates
2. Transaction date: filter on: Invoice Date
3. Tick Include Credits
5. Status: Completed
4. Click Run

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Please note - you may still notice some discrepancies between the two which is likely due to the effects of timezone adjustment and the difference in the way BI and Unleashed core reporting handle dates and time offsets.