Sales reports
Sales per location
This section is a table showing the total sales in each location ranked according to the net sales.
Location name: The name of the sales location.
Sales excl Tax: The net sales figures excluding the total tax for the date range selected.
Sales cost: The total cost involved in production of goods or services during the selected date range.
Sales units: The total number of units sold.
Visits: The total number of customer visits in each of the locations during the selected time period.
Overall discount %: The amount of discount offered in each location expressed as a percentage.
Sales profit: The total profit realised from each of the locations during the selected date range.
Average ticket: This is the average amount spent by a customer per transaction.
Average items in basket: This is the average number of items a customer bought in each transaction.
Sales per product group
This report shows the performance of each product group. It highlights which product groups are performing well and which ones are underperforming.
Trend: This is a visual that shows the general direction in which the product group performance is changing. It is green '🟢' if the profit MoM is greater than 0, red '🔴' if the profit MoM is less than 0, otherwise it is grey '⚪'.
Product group: The name of the specific product groups.
Sales: The total sales realised from each product group in the selected date range.
Cost: The cost involved in directly producing goods or services per product group.
Profit: The profit per product group within the selected date period.
Units: The quantity of units sold by product group.
Visits: The total number of customer visits.
Overall discount %: The amount of discount offered in each product group expressed as a percentage.
Average ticket: The average amount of money spent by a customer per product group.
Average items in basket: The average number of items a customer bought from each product group.
Sales LM(Last Month): This are the sales figures from the previous month.
Sales MoM(Month-over-Month): This is the difference between the sales figures from the current month and the previous month.
Profit LM: This is the profit per product group from the previous month.
Profit MoM: The difference between the profit realised in the current month and previous month.
Sales per attendant
This table shows a detailed overview of the performance of each sales attendant.
Attendant name: The name of the sales attendant.
Sales excl Tax: The net sales figures excluding the total tax for the date range selected from each attendant.
Sales cost: The cost involved in directly producing goods or services per attendant.
Sales units: The number of units sold by each attendant during the selected date range.
Visits: The total number of customer visits/number of distinct sales made by each attendant.
Overall discount %: The amount of discount offered expressed as a percentage.
Sales profit: The profit realised within the selected date period from each sales attendant.
Average ticket: The average amount of money spent by a customer from each of the sales made by the attendant.
Average items in basket: The average number of items a customer bought from each sales attendant.
Sales last month: The sales figures from the previous month per attendant.
Sales comparison per product group
This section features a table showing the total sales realised from each product group ranked according to the sales figures and compares the figures from a week earlier and a year ago.
Product group: The name of the product group.
Sales selected period: The sales figures for each product group for the selected date range.
Sales 7 days earlier: The sales comparison figures for each product group from a week earlier than the selected date range.
Sales year ago: The sales comparison figures from the same period a year ago.
Weekly trend: The visual that shows the general direction in which the sales are changing. It is green '🟢' if the current weeks sales are higher than the earlier week, red '🔴' if the Sales selected period is less than Sales 7 days earlier, otherwise it is grey '⚪'.
Yearly trend: It is green '🟢' if the current sales are higher than the year ago, red '🔴' if it is less than a year ago, otherwise it is grey '⚪'.
Sales comparison per location
This report is similar to the sales per location report. It shows the total sales realized in comparison with the sales from seven days earlier and a year ago. It also includes the weekly and yearly trend.
Location: The name of the location.
Sales selected period: The total sales figures from each location for the selected date range.
Sales 7 days earlier: The total sales from each location from a week earlier.
Sales year ago: The total sales figures for the same period a year ago.
Weekly trend: It is green '🟢' if the current weeks sales are higher than the earlier week, red '🔴' if the Sales selected period is less than Sales 7 days earlier, otherwise it is grey '⚪'.
Yearly trend: It is green '🟢' if the current sales are higher than the year ago, red '🔴' if it is less than a year ago, otherwise it is grey '⚪'.
Top products
This report shows a list of the top 20 performing products ranked by the highest sales.
Product name: The name of the product.
Sales selected period: The total sales figures from each product for the selected date range.
Sales frequency: The total number of times the specific product was bought.
Sales units: The total number of items bought in the selected date range.
Sales 7 days earlier: The total sales from each product from a week earlier than the selected date range.
Frequency -7 days: The total number of times the product was bought from a week prior.
Sales units -7 days: The total number of items bought a week earlier.
Sales year ago: The total sales from each product from a year ago.
Frequency year ago: The total number of times the product was bought a year ago.
Sales units year ago: The total number of items bought a year ago.
Frequently bought items
This report shows a list of the frequently bought items ranked by the number of times each item was bought.
Product name: The name of the item.
Purchase frequency selected period: The total number of times the specific item was bought.
Sales units selected period: The total number of items bought in the selected date range.
Purchase frequency week prior: The total number of times the item was bought from a week prior.
Sales units week prior: The total number of items bought a week earlier.
Purchase frequency last year: The total number of times the item was bought a year ago.
Sales units last year: The total number of items bought a year ago.
Sales per product group and month
This section features a pivot table showing the sales realised from each product group per month according to the date range selected.
The first column lists the product group names.
Sales selected period: The sales figures for each month in the selected date range. If more than one month is selected, then there will be more columns to show each of the months selected.
Sales year ago: The corresponding sales figures for each month in the selected period from a year ago.
Up/Down: It shows the trend comparing the sales figures from current selected period and a year ago. It is green '🟢' if the current sales are higher than the year ago, red '🔴' if it is less than a year ago, otherwise it is grey '⚪'.
Grand Total(Sales selected period): The sum of the sales from the selected period. If more than one month is selected, then it will be the sum of all the sales from each of the months selected.
Grand Total(Sales year ago): The sum of the sales from each of the months in the selected period from a year ago.
Grand Total(Up/Down): It is green '🟢' if the Grand Total(Sales selected period) is higher than the Grand Total(Sales year ago), red '🔴' if it is less than a year ago, otherwise it is grey '⚪'.
Customer Lifetime Value
This report provides an overview of customers' purchase history and their total value to the business within the selected date range. It is useful for understanding customer profitability and targeting high-value customers.
Customer ID: A unique identifier for each customer.
Customer email: The email address associated with the customer.
Customer name: The customer's full name.
Customer Lifetime Value: The total revenue generated by the customer over the entire period.
Average Order Value: The average value of each order placed by the customer over the entire period.
Purchase Frequency: The total number of purchases made by the customer.
Last Order Date: The most recent date the customer made an order.
Total Orders: The total number of orders placed by the customer over the selected period.
Total Revenue: The total revenue generated from all orders made by the customer.