How to use the Sales Summary Report

Modified on Wed, 13 Mar at 4:29 AM

Why do you need a Sales Summary Report

This report tracks sales trends over time, revealing if things are on the rise, steady, or require attention. It also identifies your sales champion, the products or services bringing in the most revenue.

How to use the Sales Summary Report

1. Create a Sale Invoice, if you have no idea how to, click here ; 

How to Create a Sale Invoice

2.  First, make sure that the invoice you chose has been paid by clicking Add Payment 

3. Once made payment, go to Reports and click View More 

4. Find Sales Summary and click on Sales Summary.

5. Once arrived, you've reached your Sales Summary.

The data lets you analyze individual performance by showing both the quantity and total sales value each person achieves. 

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