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.

⚙️ 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.

🔍 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

📋 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.

💡 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

✅ 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