Reports
The Reports section in Zoho ERP helps you track and analyze how coupons are used across your subscriptions and invoices. These reports give you visibility into the discounts offered through coupons and help you evaluate the effectiveness of your promotional strategies.
The Sales by Coupon report provides a coupon-wise summary of discounts applied during a selected period, while the Sales Details by Coupon report is a drill-down view of the Sales by Coupon report. It shows invoice-level details for each coupon applied, allowing you to track individual transactions and understand how discounts were applied across sales.
Let’s understand this using a scenario.
Scenario:
Zylker, a cloud-based storage company, uses the Sales by Coupon report in Zoho ERP to assess the performance of its promotional campaigns. By reviewing coupon-wise data for a selected period, Zylker can identify the most frequently redeemed coupons, evaluate the total discount value offered, and understand how different redemption types influence sales. These insights help Zylker optimize discount strategies, control promotional spend, and plan future campaigns more effectively. To gain deeper visibility, Zylker refers to the Sales Details by Coupon report, which provides invoice-level insights for each coupon applied. This detailed view helps the team trace how discounts were applied across individual transactions, verify coupon usage, and analyze customer behavior at a granular level.