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Sales Reports

Understand your revenue, track trends, and identify growth opportunities.

Available Sales Reports​

Sales Summary​

Overview of total sales:

  • Total revenue
  • Number of invoices
  • Average invoice value
  • Comparison to previous period

Sales by Period​

Break down sales over time:

  • Daily, weekly, monthly, yearly
  • Trend lines
  • Seasonality patterns

Sales by Customer​

See who your best customers are:

  • Revenue per customer
  • Number of invoices
  • Payment reliability

Sales by Product/Service​

Know what sells best:

  • Revenue per item
  • Quantity sold
  • Top performers

Invoice Aging​

Track payment timing:

  • Current (not yet due)
  • 1-30 days overdue
  • 31-60 days overdue
  • 60+ days overdue

Running a Sales Report​

1. Go to Reports​

Click Reports in the left menu.

2. Select Sales Report​

Choose the specific report you want.

3. Set Filters​

  • Date range - Period to analyze
  • Customer - Specific customer or all
  • Status - Paid, unpaid, all

4. Generate​

Click Generate or Run Report.

5. View Results​

See the data in tables and charts.

Understanding Your Data​

Key Metrics​

MetricWhat It Tells You
Total RevenueHow much you've invoiced
CollectedHow much you've actually received
OutstandingWhat's still owed to you
Average OrderTypical invoice size
Growth RateHow you're trending
  • Upward trend - Business is growing
  • Flat line - Stable but not growing
  • Downward trend - Needs attention

Taking Action​

Based on your reports:

High-performing products → Promote more Underperforming items → Review pricing or discontinue Top customers → Nurture relationships Overdue invoices → Follow up immediately

Exporting​

  1. Generate the report
  2. Click Export
  3. Choose format (PDF, CSV, Excel)
  4. Download

Tips​

  • Review sales reports weekly or monthly
  • Compare to same period last year
  • Watch for seasonal patterns
  • Set revenue goals and track against them