4.1 Details 资产总览

> This page provides merchants with a comprehensive overview of daily sales performance, settlement status, and graphical revenue trends across outlets.
> 本页面为商户提供全面的每日销售业绩、结算状态概览以及各门店的营收趋势图表。

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### 1. Page Operations & Field Explanations (Top-to-Bottom) 页面操作与字段详解（从上至下）

#### Financial Overview 财务数据概览
![](/media/202603/2026-03-26_184421_1565640.5117699027004434.png)
* **Operation Guide**: View the key financial metrics for today, yesterday, and the all-time total to monitor business cash flow.
* **操作说明**：查看今日、昨日以及全部时间段的关键财务数据，以监控营业现金流。

| Field/Action 字段/操作名称 | Explanation 含义与操作解析 |
| :--- | :--- |
| **Sales** **销售额（元）** | Represents the actual amount sold. 代表实际出售的金额。 |
| **Pending Settlement Amount ($)** **待结算金额（元）** | Represents the unpaid amount. 代表还没付款的金额。 |
| **Settled Amount ($)** **已结算金额（元）** | Represents the paid amount. 已经付款的金额。 |
| **Refund amount(yuan)** **退款金额($)** | Total amount refunded to customers for cancelled or disputed orders. 因取消或争议订单退还给顾客的总金额。 |
| **Projected Revenue ($)** **预计收入（元）** | The estimated final net revenue after factoring in settlements, refunds, and applicable fees. 扣除退款和相关费用后预计可获得的最终净收入。 |
| **Today / Yesterday / whole** **今日 / 昨日 / 全部** | Timeframe rows breaking down the financial metrics. "whole" represents the all-time accumulated data. 拆分财务数据的时间维度行。“全部”代表系统记录的累计总数据。 |

#### Filter & Action Area 筛选与操作区
![](/media/202603/2026-03-26_184454_1957570.9599377190060129.png)
* **Operation Guide**: Select specific criteria or date ranges to filter the data, and export reports for reconciliation.
* **操作说明**：选择特定的条件或时间范围以筛选数据，并导出报表用于对账。

| Field/Action 字段/操作名称 | Explanation 含义与操作解析 |
| :--- | :--- |
| **Date Range (e.g., 2026-03-19 to 2026-03-26)** **时间范围 (如 2026-03-19 至 2026-03-26)** | Select a specific start and end date to filter the chart data. 选择特定的起始和结束日期以过滤图表数据。 |
| **Export** **导出** | Download the currently displayed settlement data as a spreadsheet for accounting purposes. 将当前显示的结算数据下载为电子表格，以便进行财务记账。 |

#### Outlets Settlement Chart 店铺结算趋势图
![](/media/202603/2026-03-26_184533_0522680.4726110055341889.png)
* **Operation Guide**: Analyze the trend of payment amounts, valid orders, and refunds over the selected date range.
* **操作说明**：分析选定时间范围内的支付金额、有效订单和退款趋势。

| Field/Action 字段/操作名称 | Explanation 含义与操作解析 |
| :--- | :--- |
| **merchant settlement** **商户结算** | The trendline (red) representing the actual amount to be settled to the merchant. 代表将实际结算给商户金额的趋势线（红色）。 |
| **Payment Amount** **支付金额** | The trendline (blue) showing the total gross amount paid by customers. 显示顾客支付的总金额趋势线（蓝色）。 |
| **valid Orders** **有效订单** | The trendline (yellow) for the total count of successfully completed orders. 成功完成的有效订单总数的趋势线（黄色）。 |
| **Refund Amount** **退款金额** | The trendline (red, bottom) indicating the total refunded value per day. 反映每日总退款金额的趋势线（底部红色）。 |