Daily/Weekly/Monthly Sales

The Daily/Weekly/Monthly Sales report shows invoiced sales and confirmed orders per rep for a selected date, with weekly and monthly context.

⚙️ How It Works

This report shows two tables on one page:

• Invoiced - sales figures per rep

• Confirmed Orders - purchasing figures per rep

Each table shows per-rep figures for the selected date, the week containing that date, and the month containing that date. Results are grouped by day with summary rows.

This gives you a layered view - daily output in context of the wider weekly and monthly trends.

🔍 Filters

• Date - single date picker, defaults to today

Weekly and monthly figures are calculated automatically from the selected date.

📋 What You'll See

For each time horizon (daily, weekly, monthly):

• Sales

• GP

• GP%

• Orders

• Basket Size

• Units

• Average Unit Value

💡 When to Use This Report

This report is useful for:

• Daily sales meetings

• Tracking rep performance at different time scales

• Comparing daily output to weekly and monthly trends

• Reviewing purchasing activity alongside sales

✅ Summary

• Pick a single date and see daily, weekly, and monthly sales in one view

• Invoiced sales and confirmed orders shown side-by-side

• Gives context to daily performance by showing the bigger picture

• Simple, focused report for daily team standups