Sales Report
The Sales Report shows revenue and gross profit per invoice or approved order over a date range, with an optional previous-period comparison.
βοΈ How It Works
The report pulls one row per financial document - either an invoice or an approved sales order, depending on your selected order type.
Each row summarises selling, cost, GP, expenses, and markup for that order. This gives you a high-level view of revenue and profitability without needing to drill into individual product lines.
You can toggle on a previous period comparison. This shifts the same date range back by the same number of days, so you can see how the current period stacks up against the previous one.
π Filters
Date range - defaults to today through the end of the current month
Order type - Invoiced or Approved
Previous period - toggle on to show a comparison with the equivalent prior date range
π What You'll See
Key columns in the report:
Project Number
Document Number
Customer
Sales Rep
Total Selling
Total Cost
GP and GP%
Expenses
Units
The report includes two GP figures:
Total GP - the GP at the time the order was invoiced
Total Project GP - the live, current GP based on today's values
This distinction is important when costs or pricing have changed since the original invoice.
π‘ When to Use This Report
This report is useful for:
Monthly revenue reviews
Comparing sales performance across periods
Identifying low-GP orders that need attention
Tracking individual sales rep output
Getting a quick overview of invoiced vs approved revenue
β
Summary
Shows one row per invoice or approved order with full financial breakdown
Compare current and previous periods side-by-side
Use Total GP for historical accuracy and Total Project GP for current margins
Start here for a high-level view of sales performance before drilling into detail reports
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