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Sales Reports ​

Sales reports help you analyze performance from different perspectives—by customer, item, and salesperson—so you can identify top customers, best-selling items, and team effectiveness.

All sales reports support: Date range selection (defaults to current month), Sorting, Column customization, Export (PDF, XLSX, CSV), and Advanced filters.

1) Sales by Customer ​

Shows total sales per customer, including invoices and receipts.

Columns

  • Customer — Customer name.
  • Invoice Count — Number of invoices generated for the customer.
  • Invoice Amount — Total invoiced amount.
  • Receipt Count — Number of payments received.
  • Receipt Amount — Total amount collected.

Advanced Filter

  • Include or exclude a specific Customer to view their sales performance.

2) Sales by Item ​

Breaks down sales based on individual products or services.

Columns

  • Item Name — Product or service name.
  • Item Type — Product or Service.
  • Item Category — Category under which the item falls.
  • Item SKU — Stock Keeping Unit code.
  • Item Quantity — Quantity sold.
  • Average Price — Average selling price per unit.
  • Amount — Gross sales amount.
  • Final Amount — Net amount after adjustments.

Advanced Filters

  • Include or exclude specific Items.
  • Include or exclude specific Item Categories.

3) Sales by Salesperson ​

Analyzes sales performance by each salesperson.

Columns

  • Salesperson — Name of the salesperson.
  • Invoice Count — Number of invoices generated by the salesperson.
  • Invoice Amount — Total invoiced amount.
  • Receipt Count — Number of payments received through that salesperson.
  • Receipt Amount — Total amount collected.

Advanced Filter

  • Include or exclude a specific Salesperson to review their performance.

✅ These sales reports reveal who your best customers are, which products/services drive revenue, and how well your team is performing.