📈 Understanding the Timeline

The Timeline is your dashboard for high-level income tracking and visualizing revenue trends. It automatically pulls data from your Sales tab to provide a bird's-eye view of your earnings across different sources and reporting periods.

🔗 Integration with Sales Data

The Timeline is directly synced with your uploaded sales files. The statuses you see here mirror the statuses in the Sales tab:

• Ready (Green Boxes): The file is fully processed. The numbers shown are finalized and accurate.
• In Progress: The file is still being processed. Note: Values in this state are not finalized until the status changes to "Ready."

📅 How to Read the Layout

The Timeline is organized as a grid to help you track performance at both a macro and micro level:

• Top Row (Monthly Totals): Displays your total earnings across all sources for each specific month. This history begins with the report date of the very first sales file you uploaded to Tone.
• Side Column (Sources): Lists the sales sources (matching the "File Source" column in your Sales section).
• Side Values (Source Totals): Shows the cumulative earnings for that specific source across the entire displayed date range.
• Individual Grid Boxes: The number within each box represents the Net Amount from that specific month’s sales file.
• Cumulative Total at the top: The number at the top of the page is the Inception to Date total net amount from all sales files that are ‘ready’ or ‘in-progress’.

📊 Variance Tracking & Performance

Tone automatically calculates performance changes to help you identify trends quickly using the arrow icons:

• Monthly Variances (Top): These percentages show how your total monthly income shifted compared to the previous month (e.g., "Down 7.1% from November").