Sales Reports
Learn how to analyze your sales performance and revenue trends.
What Sales Reports Show
Key metrics available in sales reports.
Sum of all sales for the selected period.
Number of invoices created by status.
Number of fiscalized receipts.
Average value per transaction.
Best selling products by revenue.
Highest spending customers.
Accessing Sales Reports
How to navigate to sales reports.
Navigate to Dashboard → Reports → Sales to access your sales reports.
Setting Date Range
Choose the period for your report.
Use the date picker to select a preset range or define custom dates for your analysis.
Understanding the Dashboard
Key sections of the sales report.
Revenue Over Time
Revenue Summary Cards
The top cards show your key metrics with comparison to the previous period. Green indicates growth, red indicates decline.
Revenue Over Time Chart
The bar chart shows revenue distribution over the selected period. Hover over bars to see exact values.
Filtering Sales Data
Narrow down your report results.
By Branch
Filter to see sales for a specific branch or compare across branches.
By Currency
View sales in a specific currency when dealing with multi-currency transactions.
By Status
Filter by invoice status (draft, finalized, cancelled) or receipt status.
By Customer
View sales for a specific customer to analyze their purchasing patterns.
Interpreting the Data
Making sense of your sales reports.
Positive Trends
- • Consistent revenue growth
- • Increasing average transaction value
- • Rising customer count
- • Strong repeat customer rate
Warning Signs
- • Declining revenue over time
- • Dropping average transaction value
- • High invoice cancellation rate
- • Unusual spikes or drops
Regular Review