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Set up in about 10 minutes. Everything on the dashboard updates on its own once you add your products, dates and promos.
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Open Databases → Holiday Settings → 🎄 My Holiday Season and type your goal for the season in Season Sales Goal. The 🎯 Goal line on the dashboard shows how close you are.
In each table on the dashboard, click the first row's checkbox, press Shift + click on the last row, then press Delete. Leave the 🎄 My Holiday Season row in Holiday Settings — that's your hub.
Click + New under 📦 Holiday Products & Stock. Add the price, how many you plan to sell, how many you've sold and how many are in stock. Tick Digital for printables and downloads. Stock turns 🟡 at 5 or fewer and 🔴 at zero.
Add Black Friday, Cyber Monday, your own sale days and your shipping cutoffs under ⏳ Key Dates. Shipping cutoffs change every year — copy the exact dates from your carrier's holiday shipping page. Countdowns turn 🟡 at 21 days and 🔴 at 7 days. Tick Done to hide a date.
Add each sale or coupon under 📣 Promotions with a start and end date. After it runs, type in the orders and revenue to see your average order.
Add prep tasks with a due date. They show 🟢 → 🟡 → 🔴 as the date gets close and ⚠️ if late. Tick Done when finished.
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New rows you add from the dashboard link to your hub automatically. If you add a row from inside the Databases page instead, set its Shop field to 🎄 My Holiday Season.
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After the holidays, rename the hub to your next season (Valentine's Day, Mother's Day, Back to School, Summer Sale), set a new goal, and swap in that season's products, dates and promos. Same dashboard, every sales season.
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