Sales Reports
The Sales reports in Zoho Invoice help you track and analyze the goods and services your business has sold during a particular period. They help you gain clarity on how your sales are performing overall, identify your customers, and which plans, addons, items, and coupons are driving growth. You can also track the performance of your salespersons, allowing you to incentivize them based on their performance. These insights help you make better informed decisions and manage your business sales more effectively.
Note: The Sales reports in Zoho Invoice are generated on an Accrual basis.
Zoho Invoice supports the following Sales reports:
Sales by Customer
The Sales by Customer report shows a breakdown of each customer and the total value of goods and services purchased by them in a tabular view. You can choose to view this report based on Invoices, Credit Notes, Sales Receipt, or all.
How is this report helpful for your business?
This report helps you to identify your most valuable and frequent customers, giving you insights into how each customer contributes to the total sales. This can also help you come up with loyalty programs and other discounts to retain them further.
Scenario: Aaron Brown, the head of customer relations at Zylker, wants to view a list of all the customers who have raised the most number of invoices and highest sales in the last quarter. He can use the Sales by Customer report in Zoho Invoice to view the list of customers and use filters and sort it accordingly.
Sales by Item
The Sales by Item report gives you a breakdown of each item that was sold. You can view this report based on Invoices, Credit Notes, or both.
How is this report helpful for your business?
This report helps you identify your best-selling items and track their performance over time. This is particularly helpful to optimize your inventory, refine your item pricing, and create data-backed targeted promotions to drive growth.
Scenario: Charlotte Stone, who works at Zylker, a retail business, wants to increase sales by focusing on her most popular products. Using the Sales by Item report in Zoho Invoice, she can analyze the detailed sales amount for each item and identify her highest-selling product. This helps her plan data-driven marketing campaigns and stock management strategies to boost overall revenue.
Sales by Sales Person
The Sales by Sales Person report in Zoho Invoice provides a summary of sales made by each salesperson.
This report is generated based on Invoices and Credit Notes.
How is this report helpful for your business?
The Sales by Sales Person report helps you evaluate the performance of your sales team, identify top performers, and understand their contributions to overall revenue. This is particularly helpful for managing sales targets, motivating your team by rewarding your top performers, and making data-backed decisions.
Scenario: Patricia, the head of the sales team at Zylker, wants to track the performance of her sales team and give incentives to the top performers. She can use the Sales by Sales Person report to view the performance of all salespersons during the period. This helps her recognize and reward top performers and provide support where needed.
Sales Report Functions
These reports support the following functions:
| Report Function | Sales by Customer | Sales by Item | Sales by Plan | Sales by Addon | Sales by Coupons | Sales by Sales Person | Sales Summary |
|---|---|---|---|---|---|---|---|
| Filter Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Compare Report | ✔ | ✔ | X | X | X | ✔ | X |
| Group Report | X | X | ✔ | X | X | X | ✔ |
| Customize Report Columns | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Sort Columns | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Schedule Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Share Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Export Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Print Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Custom Report | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
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