Docs Reports Sales Reports

Sales Reports

Analyse your revenue by customer, item, region, or time period to spot trends and make better business decisions.

Sales Analytics

Go to Reports → Sales Analytics:

1

Set date range

Choose the period you want to analyse.

2

Group by

Choose what to group by: Customer (who bought most), Item (what sells most), Sales Person, or Territory.

3

Refresh

The report shows revenue totals by your chosen grouping.

Key sales reports

ReportUse case
Sales AnalyticsRevenue breakdown by customer, item, or period
Sales RegisterComplete list of all invoices with VAT details — used for VAT return
Customer-wise SalesTotal business per customer over a period
Item-wise SalesWhich items generate the most revenue
Monthly Sales SummaryMonth-by-month revenue trend for the year