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Configuring Sales Windows (P1/P2/P3)

Sales windows (AKA Periods) drive your rolling sales-rate columns, period comparisons, and days-on-hand forecasts — set them once here, and every screen that uses them follows.

Written by Help

How Sales Windows Work

Access requirements. You need edit access to "Settings" — the same permission that gates the rest of the Store edit page, not something separate for Sales Windows. Unlike some other store-level permissions, "Settings" is granted per user across your whole account, not per individual store.

  • There are two different kinds of "sales history," and they're calculated completely differently. "MTD sales" and "YTD sales" are calendar-based — they reset on the 1st of the month or year. P1/P2/P3 are rolling, trailing windows you define yourself, unrelated to the calendar.

  • Each window is a "days ago" range, not a date range. Day 1 means yesterday — today doesn't count, since it isn't a complete day yet. Values run from 1 to 730, and a window's start and end must be filled in together, or both left blank to turn it off.

  • Windows can overlap or sit back-to-back — your choice. Nothing stops P1/P2/P3 from nesting (1–7, 1–28, 1–84) or being consecutive blocks (1–7, 8–28, 29–84).

  • A single window tops out around 126 days, so a full year isn't possible in one window — think in terms of a week, a month, or a quarter instead.


Setting Your Sales Windows

Step 1

Go to Settings → Stores, open the store you want to configure, and stay on the "Store details" tab.

Step 2

Scroll down to "Customization."

Step 3

Enter "Window 1 days start" and "Window 1 days end" (and the same for Windows 2 and 3). As you type, a label under each field shows the actual calendar date that day represents, so you can check your range before saving.

Step 4

Save, then refresh the page before checking anywhere else — screens you already had open won't pick up the new windows until you reload.


Example: Week / 4 Weeks / 3 Months

Step 5

To get a rolling week / ~4-week / ~3-month view, set:

  • Window 1: 1 to 7 (the last 7 days)

  • Window 2: 1 to 28 (the last 4 weeks)

  • Window 3: 1 to 84 (twelve weeks) or 1 to 90 (about 3 months)


Where P1/P2/P3 Show Up

Step 6

The most direct place to check is Products → Product list. Look for "Sales p1/p2/p3" and "Combined sales p1/p2/p3" right in the grid — these show your three windows' unit counts side by side, not a rate. For an actual rate, use "Units/wk" instead, a single blended figure across your windows. "Days supply" is here too. All of these are visible by default; if you don't see them, use the grid's column chooser (the panel icon) to turn them back on.


Step 15 screenshot

Step 7

Click any item's name on that same list to open its drawer. Under "Sales & orders," the Highlights row always shows fixed "1 week," "1 month," and "3 months" columns — and, once your windows are set, adds P1/P2/P3 columns alongside them, each with a tooltip spelling out its exact range.

Step 8

The same "Sales p1/p2/p3" and "Combined sales p1/p2/p3" columns are also available on the purchase order line-items grid when you're ordering from a vendor — handy for referencing recent sell-through while you decide what to reorder.


What It Looks Like

  • On the item drawer, if your windows aren't set yet, the P1/P2/P3 columns just don't appear — only the fixed "1 week"/"1 month"/"3 months" columns show.

  • On Product List and the order grid, an unset or not-yet-populated window shows as a dash ("-") instead of a number.

  • "Sales p1/p2/p3" and "Combined sales p1/p2/p3" show three numbers separated by slashes (for example, "12/34/56") — one per window, in P1/P2/P3 order.

  • "MTD sales" and "YTD sales" are visible by default on Product List, but hidden by default on the purchase order grid — don't be surprised if the same store looks a little different between the two.


Troubleshooting

  • Only seeing "Last sold," "MTD sales," and "YTD sales," but not the P1/P2/P3 columns: "MTD sales" and "YTD sales" are calendar-based and always available regardless of your window settings. The window-based columns ("Sales p1/p2/p3," "Combined sales p1/p2/p3," "Units/wk," "Days supply") — including "Last sold" itself — are visible by default on both Product List and the order grid, so if you're missing them, check the column chooser; someone likely hid them for this view.

  • Set your windows and don't see them reflected anywhere: refresh the page. Screens you already had open before saving won't pick up the change on their own.

  • P1/P2/P3 columns show dashes: your store's Sales Windows probably haven't been configured yet — set them under Customization first.

  • Item drawer doesn't show P1/P2/P3 at all: same cause — the drawer only adds those columns once your windows are set; until then it shows just the fixed 1 week/1 month/3 months columns.

  • Not sure if 126 days is a hard limit: treat it as one — a window longer than that isn't meant to be supported.

  • The calendar-date preview while typing looks off by a day: it's calculated using your browser's own clock and time zone, not the store's — if your computer's time zone differs from the store's, the preview can be a day off from what actually gets saved.

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