Sales Reporting

See How Your Business Is Doing

Understand sales, collections, products, and customers with reporting that turns business activity into useful answers.

Explore This Capability
Home Site Features Sales Reporting
On This Page · 17 Capabilities
  1. Sales By Date Range
  2. Order Counts
  3. Sales Totals
  4. Recorded Payments
  5. Refund Totals
  6. Net Collections
  7. Outstanding Balances
  8. Orders By Fulfillment Status
  9. Payment Status Breakdown
  10. Sales By Customer
  11. Sales By Product
  12. Product Quantities Sold
  13. Daily Sales
  14. Monthly Sales
  15. Pickup And Delivery Filters
  16. Products With No Sales
  17. Ask Your AI About Business Performance

Sales Reporting

Included Capabilities

Sales By Date Range

Choose a reporting period to understand activity over the dates that matter to your business.

Order Counts

See how many orders contribute to a reporting period.

Sales Totals

Review the value of included sales to understand business volume.

Recorded Payments

See the payments recorded against included invoices.

Refund Totals

Review recorded refund amounts alongside sales and payments.

Net Collections

See collected amounts after recorded refunds.

Outstanding Balances

Understand how much remains outstanding across the included invoices.

Orders By Fulfillment Status

Compare order counts and totals by fulfillment status.

Payment Status Breakdown

Review financial activity grouped by payment status.

Sales By Customer

Identify the customers generating sales within the selected period.

Sales By Product

Compare product sales to understand which offerings customers choose.

Product Quantities Sold

See how many units of a product sold, helping guide preparation and inventory decisions.

Daily Sales

Break sales down by day to spot busy periods.

Monthly Sales

Compare monthly activity to understand changes over time.

Pickup And Delivery Filters

Narrow reporting to pickup or delivery activity.

Products With No Sales

Include active products with no sales when reviewing the complete product range.

Ask Your AI About Business Performance

Ask an authorized assistant which products sold most or which customers generated the most sales.