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Sales Reports

Sales Reports

Reports help sales managers and finance users review transaction volume, conversion, profitability, receivables exposure, and commercial execution quality.

Main reporting surfaces

• Sales Dashboard for KPI monitoring.
• Salesman Performance for revenue, orders, margin, and commission review.
• Sales Margin Analysis for product, customer, or salesperson grouping.
• Standard sales inquiries for quotations, orders, deliveries, invoices, and allocations.

Questions these reports answer

• Which customers, products, and salespeople are driving revenue?
• How well are quotations converting to orders?
• Where is margin strong or weak?
• Which receivables are overdue or commercially risky?

Reporting advice

• Review transaction inquiries when you need document-level detail.
• Use dashboard and analytical reports for management review, trend analysis, and commercial intervention.
• Always interpret revenue and margin together; top-line growth alone can hide weak pricing or discount control.