Sales Reports

The Sales reports in Zoho Billing help you to track and analyze how much 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 Billing are generated on an Accrual basis.

Zoho Billing 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 Billing 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.

Note: Charles 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 Billing, she can analyze the detailed sales amount for each item and identify her highest selling product. This helps her plan effective data-driven effective marketing campaigns and stock management strategies to help her boost overall revenue.

Sales by Plan

The Sales by Plan report gives you a breakdown of each plan that was sold. This report is generated based on Invoices and Credit Notes.

How is this report helpful for your business?

This report helps you identify your best-selling plans and track their performance over time. This is particularly helpful to refine your pricing and create data-backed targeted promotions to drive growth.

Note: Charles Stone, who works at Zylker, a SaaS business, wants to increase sales by focusing on her most popular plans. Using the Sales by Plan report in Zoho Billing, she can analyze the detailed sales amount for each plan and identify her highest selling plan. This helps her come up with effective data-driven effective marketing campaigns and stock management strategies to help her boost overall revenue.

Sales by Addon

The Sales by Addons report gives you a detailed view of each addon purchased by your customers. This report is generated based on Invoices and Credit Notes.

How is this report helpful for your business?

This report helps you monitor the performance of each addon and understand which add-ons are contributing the most to your revenue. This is particularly helpful to identify cross-sell opportunities, and make data-backed decisions to optimize your pricing and packaging strategies.

Scenario: Ms. Brown works in the sales team at Zylker Broadband Connection, which is an internet service provider. Zylker Broadband Connection offers their own OTT app’s subscription as an addon upon purchasing their broadband services. She wants to check how many customers are purchasing the OTT app’s subscription along with the plans. The Sales by Addon report in Zoho Billing allows her to gain clear insights about their customers’ addon purchases, allowing her to take better well informed decisions.

Sales by Coupon

The Sales by Coupon report in Zoho Billing gives a list of all the coupons, along with the quantity sold and the total discount amount given. You can get an idea about how much discounts your business has given. You can view the report for one time, duration, forever, or all types of coupons.

This report is generated based on Invoices.

How is this report helpful for your business?

The Sales by Coupon report helps you gain insights into the most used coupons and the overall discounts your business has given. This is particularly helpful to identify the impact of your coupons and manage your promotional strategies accordingly.

Pro Tip: This report can also be used to track the effectiveness of influencer marketing by tracking how effective each influencer coupon has been in attracting sales.

Scenario: Aaron Brown, the head of the sales team of Zylker, has run seasonal coupons to acquire new customers for his business during peak seasons. He wants to understand how his campaigns have been performing in selling more products. By using the Sales by Coupons report in Zoho Billing, he can see which coupons are used most often and how much discount has been given overall. This helps him decide which seasonal coupons have contributed to the most sales and which ones to improve.

Sales by Sales Person

The Sales by Sales Person report is Zoho Billing 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 Salesperson 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 Summary

The Sales Summary report in Zoho Billing displays a concise overview of the total sales made by your business on each day. This report allows you to track the total number of invoices, credit notes, and sales receipts generated each day.

How is this report helpful for your business?

The Sales Summary report helps you to monitor your business’s overall sales performance on a day-to-day basis. This is particularly helpful to spot sales trends without the need to look into the sales of particular customers, plans, items, or addons.

Scenario: Patricia Boyle, the owner of Zylker, wants to view the overall sales trend of her business to identify sales patterns. She can use the Sales Summary report in Zoho Billing to track daily sales, invoice, and credit note activity. This also helps her to identify peak sales days and manage her cash flows effectively. She can then use this data to speak to her sales team for further planning.

Sales Report Functions

The following 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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