Your royalties data are a gold mine of business insights. The Insights Dashboard makes it easy for your whole team to explore sales, costs, and recoupment activity that have already been calculated and processed as part of royalty periods in Tone.

If you’re between royalty periods, this page won’t show pending sales or cost data. Once your next royalty period is ready for review, you can check Include in-process data to bring that new data into view. Otherwise, it will appear once the period is approved.

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Tone Tip! **Need to approve a period? Read this article! How to Review a Royalty Period

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🧭 How to Access the Insights Dashboard

From the Tone home page, click the Insights tab in the main menu.

By default, you’ll see your total sales across all royalty periods that have been processed with Tone.

NavigatingInsightsVid.mp4

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Tone Tip! Want to export all your data for analysis in another tool? Click Download CSV in the upper right hand corner.

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⚙️ Adjust Your View

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Tone Tip: This section describes the Sales tab. The Costs and Recoupment tabs still use the older always-visible filter bar described further down this page — only Sales has moved to the docked panel below.

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A row at the top of the Sales tab always shows:

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Tone Tip! Data in the “in-process” status is not visible to payees until the period is approved and shared.

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Double click to expand this image!

Double click to expand this image!

🔎 Break Down and Filter Your Data

Click the Filters button (filter icon, top right of the Sales tab) to open a docked side panel. From there you can: