Sales Reports
- 28 Mar 2024
- Contributors
Sales Reports
- Updated on 28 Mar 2024
- Contributors
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Every time you issue Invoices or Credit notes, Elorus automatically records the transaction and displays it in your Sales reports.
Elorus provides three types of sales reports: Sales detail, Sales by client, Sales dashboard.
Sales detail offers a comprehensive table detailing all invoices and credit notes issued within a specific period.
Sales by client delivers another perspective on the data, aggregating sums by individual customers.
Sales dashboard provides you with deeper insights and a more dynamic overview of your sales performance within a specified period.
The FAQs below will enhance your understanding of these options' utility. For setting periods, employing filters, and organizing your data efficiently, consult the relative article.
SALES DETAIL
How can I comprehensively view unpaid invoices for a selected timeframe?
Within the Sales detail report utilize the period filter to refine results within a specific date range (e.g. This quarter). In the example below we have applied the filter Unpaid, thus unpaid invoices and credit notes are displayed.
This example highlights that the most of outstanding amounts pertains to overdue invoices. Utilizing this report for different periods aids in identifying patterns of unpaid invoices.
SALES BY CLIENT
How do I identify my most significant customers?
There are two ways to figure this out: first, via the Sales by client report, which offers detailed transaction numbers, net and final values, and even contact details. The Sales Dashboard also provides pertinent insights.
Sales dashboard
SALES DASHBOARD
How can I get a quick, comprehensive overview of my sales performance?
The Sales Dashboard report helps you discover insights and unlock the potential of your sales data. Gain a clear view of your sales trends, compare current performance against previous periods, and understand your sales distribution by client and custom categories.
The top section of the dashboard displays various indices for total sales within the selected period:
- Net amount (excluding all taxes)
- Τotal amount (inclusive of taxes, but excluding any withholdings)
- Amount payable (total amount due, including taxes and withholdings)
- Percentage of Paid/Unpaid amounts
- Overdue amount (the unpaid amount past its due date)
Info
An increase in amounts compared to a previous period is indicated by a green arrow, while a decrease is marked by a red arrow. Hover over these arrows for precise figures and comparison periods.
Following, the report graphically represents sales analysis, breaking down monthly sales by week, yearly sales by month, and so on.
Deeper analysis is available in the report's secondary dimension, focusing on the top 10 customers or categorizations for the reporting period. Hovering over the diagram's dots reveals more details.
Performance comparison
Secondary dimension allows for a direct performance comparison with previous periods, offering immediate insights into your business's growth and trends.
The final part of the Sales Dashboard displays three charts, giving a total sales overview for the defined period, detailing:
Νet per client for the top 10 clients
Net per project for the top 10 projects
Net per classification for the top 10 categories
More charts are available if you have defined your classifications.
The dashboard widget lets you select which charts to display on the Sales Dashboard.
Notes
Both Sales detail and Sales by client reports are downloadable in excel or PDF by clicking the Save button. The files save to your default download folder, determined by your browser's settings (Chrome, Mozilla, Safari, etc.). For further details, visit the relative article.
Consolidated reports summarize period-specific data. Exact values are displayed when hovering over the charts.
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