Table of Contents
🔍 What it is: #
Sales reports show data related to the sales performance of your business, including revenue, discounts, outstanding payments, and more.
✅ How to Use: #
- Go to:
Reports > Sales - You can filter the report by:
- Date range (e.g., today, last month, custom range)
- Sales status (completed, pending, etc.)
- Sales rep (if you have multiple staff)
- The report will display:
- Total sales for the selected period
- Sales by customer or rep
- Outstanding or pending payments
- Export the data as CSV, Excel, or PDF for further analysis.
💡 Pro Tip: #
Use the Sales Report to track commission-based metrics. Assign sales reps and monitor their performance based on total sales, conversion rates, and outstanding payments.
