Sales Overview |
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Select the Sales Overview for a breakdown of the sales.
Go to Invoice > Sales Overview
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Various reports can be selected here i.e. customer sales, which customer has purchased which items, etc. This can be done per date range of your choice. There are also predefined reports to choose from. Should you have a report that needs to be viewed regularly, and requires settings, a grid report can be saved. This can then be selected from the grid drop down each time the report needs to be viewed.
A chart of these figures can also be displayed. The sales overview can be printed, exported and also emailed.
Sales Overview
A payment breakdown can also be obtained using the receipt lookup form.
Reports
Sales per Lead Source (example web sales vs store sales)
How often do customers buy.
How many of the rep's customers bought something this month.
