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Sales Overview

The Sales Overview, also referred to as Sales History, provides powerful tools to analyze customer sales activity and track which items were purchased by each customer. This module helps you understand buying patterns and make informed decisions on pricing, stock, and customer engagement.

Filtering and Custom Reports

•Reports can be filtered by any date range.

•Predefined reports are available for quick selection.

•If you frequently use a specific report with customized settings, you can save it as a grid report for quick access from the grid dropdown.

You can also display these figures in a chart format. The sales overview can be printed, exported, or emailed.

Sales Overview

A payment breakdown can also be obtained using the receipt lookup form.

Sales Overview Reports (Sales History)

Payment Analysis Reports

These reports help you understand how customers are paying, broken down by type and value:

•Payment Type % Breakdown - Shows the percentage share of each payment method (e.g., Cash, EFT, Loyalty Cards, Vouchers, On Account).

•Payment Type Amount Breakdown - Displays the actual amounts paid via each payment method. Useful for accounting reconciliation.

oA payment breakdown can also be obtained using the receipt lookup form.

Time-Based Sales Reports

These reports give insight into sales trends over time and by staff members:

•Sales Per Employee Per Month -- See how each employee contributed to sales monthly. Helpful for performance tracking.

•Turnover Per Till -- Compare sales turnover across different tills or sales terminals. Useful for multi-point-of-sale environments.

Customer-Focused Reports

These reports are centered on customer behavior and sales engagement:

•Sales Per Customer -- Displays the total value of sales per individual customer. Used for identifying top clients.

•Sales per Lead Source – Compares sales by source (e.g., website, walk-in, referrals) to evaluate marketing efforts.

•Customer Purchase Frequency – Tracks how often customers make purchases. Useful for retention analysis.

•Number of Documents per Customer -- Counts the total number of sales documents (invoices, quotes, etc.) per customer.

•Sales Representative Performance – See how many of a sales rep’s customers made a purchase this month.

✅ Best Practice Tip

•Use Grid Reports to save your most-used configurations.

•Combine Sales Per Customer with Customer Purchase Frequency for loyalty insights.

•Use Payment Type Breakdown to optimize payment method offerings.