Invoices & POS: Sales Overview |
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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, such as customer sales and the items purchased by each customer. Reports can be filtered by any date range of your choice. Predefined reports are also available for quick selection.
If you have a report that you need to view regularly with specific settings, you can save it as a grid report.
This saved report can then be easily selected from the grid dropdown each time you need to view it.
You can display a chart of these figures. The sales overview can be printed, exported, and 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.
