How to Use the Sales Summary Report (New Vers.)

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.

1. Click on View Report

(Ensure you have a sales invoice. To create one, please refer to How to Create a Sale Invoice)

2. Click on Sales Summary

3. Set the date range to view products in that period

4. You can view the sales and quantities of each product by different salespersons within the selected period, along with the overall grand total.

5. Click on a product to see the breakdown of invoices

6. Click on the settings menu

7. Filter the salesperson

8. Filter the category

9. Filter the branch

10. Select the options to display the summary

11. Click on the three-dot menu

12. Choose to export the Sales Summary Report as an Excel or CSV file