Generate & Filter Sales Reports

Analyse your sales performance by product, customer, staff, or time period to identify your best sellers and highest-value relationships.

Step-by-step guide

1. 1

   Open the Sales Report

   Go to Reports > Sales Reports. You will see several sub-reports: Sales Summary, Sales by Item, Sales by Customer, Sales by Category, and Sales by Staff. Start with the Sales Summary for a high-level view before drilling into specifics.

2. 2

   Set the date range

   Use the date picker to select a custom range, or choose a quick-select preset — Today, This Week, This Month, Last Month, This Quarter, or This Financial Year. Date filters apply across all Sales Report sub-views.

3. 3

   Analyse Sales by Item

   Tap "Sales by Item" to see a ranked list of products by revenue and quantity sold. This quickly reveals your best sellers and slow-moving items. Sort by Revenue, Quantity, or Profit Margin to get different perspectives on product performance.

4. 4

   Check Sales by Customer

   The "Sales by Customer" view shows your highest-revenue customers for the period. Use this to identify VIP accounts deserving attention, spot customers whose spending has dropped, and plan targeted outreach or loyalty offers.

5. 5

   Filter by payment mode or staff

   Use the Filter button to narrow results by payment mode (Cash, UPI, Credit, Card), by a specific staff member, or by customer category. This is useful to measure UPI adoption, evaluate individual sales staff performance, or focus on one customer segment.

6. 6

   Apply the insights to your business

   Use best-seller data to prioritise stock procurement, use slow-mover data to run promotions, and use customer data to plan follow-up calls. Reviewing these reports weekly takes 5 minutes and can significantly sharpen business decisions.