Go to Invoice > Sales Overview

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Sales Overview

Various reports are available to analyze customer sales and the items purchased by each customer.

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 per Lead Source – Compare sales from different sources (e.g., web sales vs. store sales).

•Customer Purchase Frequency – Track how often customers make purchases.

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