Sales reporting turns the documents in this function, the quotations, orders, invoices and deliveries, into insight: what you are selling, to whom, and how well it is being collected. Rather than repeat the reporting machinery here, sales reports use the shared report engine, so the depth lives once, in the Reports module.
- What the sales reports answer
- Where the report controls are taught
What the sales reports cover
The sales reports span volume (orders and invoices over a period, by customer, product or category), performance (matrix views of product performance and customer behaviour), and collection (receivables ageing, showing what is overdue). They draw on the very documents this function creates, so the numbers tie back to the sales you can see.
Driven by the shared controls
Every sales report is the same engine as the rest of the product: you shape it with the shared date range, filters, grouping and sort, drill from any total down to the documents behind it, and export to a spreadsheet. Those controls are taught once in the Reports module, so learn them there and every sales report opens up.
Related
- Reference: Sales and Purchase reports (the catalogue)
- Reference: Report controls (how to drive them)
- Reference: Using reports