> ## Documentation Index
> Fetch the complete documentation index at: https://docs.codeqr.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Learn how to track sales conversion events with CodeQR Conversions

<Note>
  Conversion tracking require a [Business plan](https://codeqr.iopricing)
  subscription or higher.
</Note>

When it comes to [conversion tracking](/conversions/quickstart), a `sale` event happens when a user purchases your product or service. Examples include:

* Subscribing to a paid plan
* Usage expansion (upgrading from one plan to another)
* Purchasing a product from your online store

<Frame>
  <img className="rounded-lg border border-gray-100" src="https://assets.codeqr.io/help/conversion-sale-event.png" alt="A diagram showing how lead events are tracked in the conversion funnel" />
</Frame>

In this guide, we will be focusing on tracking sales conversion events with CodeQR.

## Prerequisites

Before you get started, make sure you follow the [CodeQR Conversions quickstart guide](/conversions/quickstart) to get CodeQR Conversions set up for your links:

1. [Enable conversion tracking for your links](/conversions/quickstart#step-1-enable-conversion-tracking-for-your-links)
2. [Install the @codeqr/analytics client-side SDK](/sdks/client-side/introduction)
3. [Install the CodeQR server-side SDK](/conversions/quickstart#step-3-install-the-codeqr-server-side-sdk)

Then, depending on your authentication provider, follow the relevant guide to set up lead conversion tracking:

<CardGroup>
  <Card title="Clerk" icon="shield-halved" iconType="solid" href="https://docs.codeqr.io/conversions/leads/clerk" horizontal />

  <Card title="NextAuth.js" icon="shield-halved" iconType="solid" href="https://docs.codeqr.io/conversions/leads/next-auth" horizontal />

  <Card title="Supabase" icon="shield-halved" iconType="solid" href="https://docs.codeqr.io/conversions/leads/supabase" horizontal />

  <Card title="Auth0" icon="shield-halved" iconType="solid" href="https://docs.codeqr.io/conversions/leads/auth0" horizontal />

  <Card title="Appwrite" icon="shield-halved" iconType="solid" href="https://docs.codeqr.io/conversions/leads/appwrite" horizontal />
</CardGroup>

## Step 1: Configure sale tracking

Next, depending on which payment processor you're using, you can leverage our native integrations to track sale events:

<CardGroup cols={1}>
  <Card title="Stripe" icon="stripe" href="/conversions/sales/stripe" horizontal>
    Tracking sale conversion events with Stripe and the CodeQR SDK
  </Card>

  <Card title="Shopify" icon="shopify" href="/conversions/sales/shopify" horizontal>
    Tracking sale conversion events with Shopify and the CodeQR SDK
  </Card>
</CardGroup>

If you're not using any of the providers listed above, you can also manually track sale events using our [native SDKs](/sdks/overview) within your backend code:

<CodeGroup>
  ```javascript Node.js theme={null}
  import CodeQR from "@codeqr/ts";

  const codeqr = new CodeQR();

  await codeqr.track.sale({
    externalId: "cus_RBfbD57HDzPKpduI8elr5qHA",
    amount: 100,
    paymentProcessor: "stripe",
    eventName: "E-book purchase",
    invoiceId: "123456",
    currency: "usd",
  });
  ```
</CodeGroup>

Here are the properties you can include when sending a sale event:

| Property           | Required | Description                                                                                                                      |
| :----------------- | :------- | :------------------------------------------------------------------------------------------------------------------------------- |
| `externalId`       | **Yes**  | The unique ID of the customer in your system. Will be used to identify and attribute all future events to this customer.         |
| `amount`           | **Yes**  | The amount of the sale in cents.                                                                                                 |
| `paymentProcessor` | **Yes**  | The payment processor that processed the sale. (E.g. [Stripe](/conversions/sales/stripe), [Shopify](/conversions/sales/shopify)) |
| `eventName`        | No       | The name of the event. Defaults to "Purchase".                                                                                   |
| `invoiceId`        | No       | The invoice ID of the sale. Can be used as a idempotency key – only one sale event can be recorded for a given invoice ID.       |
| `currency`         | No       | The currency of the sale. Defaults to "usd".                                                                                     |
| `metadata`         | No       | An object containing additional information about the sale.                                                                      |

## Step 2: View conversion results

And that's it – you're all set! You can now sit back, relax, and watch your conversion revenue grow. We provide 3 different views to help you understand your conversions:

* **Time-series**: A [time-series view](https://codeqr.io/help/article/codeqr-analytics#1-time-series-analytics-chart) of the number clicks, leads and sales.

<Frame>
  <img src="https://mintcdn.com/codeqr/Dit-PkrrSHQLOViA/images/conversions/timeseries-chart.png?fit=max&auto=format&n=Dit-PkrrSHQLOViA&q=85&s=c7bac376603cd71f967f5f7b33f3cadc" alt="Time-series line chart" width="1600" height="900" data-path="images/conversions/timeseries-chart.png" />
</Frame>

* **Funnel chart**: A funnel chart view visualizing the conversion & dropoff rates across the different steps in the conversion funnel (clicks → leads → sales).

<Frame>
  <img src="https://mintcdn.com/codeqr/Dit-PkrrSHQLOViA/images/conversions/funnel-chart.png?fit=max&auto=format&n=Dit-PkrrSHQLOViA&q=85&s=001b9b2dad0f759c4031d81122069a75" alt="Funnel chart view showing the conversion & dropoff rates from clicks → leads → sales" width="1600" height="900" data-path="images/conversions/funnel-chart.png" />
</Frame>

* **Real-time events stream**: A [real-time events stream](https://codeqr.io/help/article/real-time-events-stream) of every single conversion event that occurs across all your links in your project.

<Frame>
  <img src="https://mintcdn.com/codeqr/Dit-PkrrSHQLOViA/images/conversions/events-table.png?fit=max&auto=format&n=Dit-PkrrSHQLOViA&q=85&s=93b55a350e472e6d7fbafa7e082bbc69" alt="The Events Stream dashboard on CodeQR" width="1600" height="900" data-path="images/conversions/events-table.png" />
</Frame>

## Currency conversion support

For simplicity, CodeQR records all sales in the default currency of your CodeQR project. This means that if you pass a different currency, it will be automatically converted to USD for reporting consistency – using the latest foreign exchange rates.

```typescript TypScript theme={null}
await codeqr.track.sale({
  externalId: "cus_RBfbD57HDzPKpduI8elr5qHA",
  amount: 15480, // this will be converted from PLN to USD
  currency: "pln",
  paymentProcessor: "stripe",
  eventName: "Purchase",
});
```

<Note>
  The default currency for all CodeQR projects is currently set to `USD`. We
  will add the ability to customize that in the future.
</Note>