These reports sit under the Sales chip in the Reports catalogue. Values marked (base) are in your base currency, converted at the exchange rate stored on each document. See Reports for how to run, filter and export a report.

Sales order value by the date each order was raised, against your sales targets. Completed credit notes are listed as rows and subtracted from the totals.

The chart shows Sales Value bars per period with a Cumulative Value line, plus Sales Target bars and a Cumulative Target line. Targets apply to the whole company, so both target series disappear as soon as you narrow the report by any customer filter or division. See Reports for where targets are set.

Columns: Order No, Date, Company, Customer Order No / Ref, Status, Account Manager, Type, Industry, Segment, Country, Order Value (base), Order Value in the order's currency and Currency. The division columns, and Commission Referrer, Commission Rate % and Commission Value (base), appear only when a row carries a division or a commission. Click an order or credit note number to open it.

Order value and units per Sales Analysis code, from the line items of sales orders raised in the date range. There is no status filter: draft orders always count and cancelled orders never do.

The chart shows Total Value and Units Sold per code. Columns: Sales Analysis Code, Units Sold and Total Value (base). Every code is listed, archived ones included, unless Exclude Zero Units Sold or Exclude Zero Value hides it. Credit notes are not subtracted, so Total Value can add up to more than Sales Timeline for the same period.

The page is titled Sales Person Performance Report. It ranks people by the value of orders raised in the period. Like Sales Analysis, it has no status filter.

Columns: Position (rank by value), Name, Order Count and Order Value (base). The chart shows the same two figures per person. Credit notes are not subtracted, so the totals can be higher than Sales Timeline for the same period.

A line-by-line extract of your sales. Rows sets the basis:

On the Invoiced basis the columns are Invoice #, Invoice Date, Customer, Order / Dispatch, Part No, Title, Sales Analysis, Quantity Invoiced, Currency, Unit Price, Sub Total, Sub Total (base) and Stock / Non Stock. On the Ordered basis the first two columns become Order Date and Status, Order / Dispatch becomes Order No, and the quantity column is Volume Ordered. The Excel and CSV exports add the exchange rate and the base-currency unit price.

Commission owed on each invoiced dispatch line of an order with a Commission set on it. You create commissions, each with a referrer and a rate, in Settings → App → Commissions.

Columns: Invoice #, Invoice Date, Customer, Order / Dispatch, Reference, SO Complete, Line Item (the line letter), Part No, Title, Quantity, Currency, Gross Price (base), Gross Profit (base), Commission Rate (%), Commission Value (base) and Referrer. A line whose item had no recorded cost when it was sold shows no gross profit rather than a false 100% margin.

Gross profit and margin per product over invoiced dispatch lines in the period, net of completed credit notes, ranked by profit.

The chart shows Gross Profit and Margin % for the top 15 products by gross profit; the table lists every product. Columns: Part No, Quantity Sold, Lines, Revenue (base), Cost Of Goods (base), Gross Profit (base) and Margin %. The Excel and CSV exports add the credited and uncosted breakdown.

Revenue is quantity times unit price. Cost is quantity times the cost recorded on the line when it was sold. A cost of zero or less, or none at all, makes the line uncosted. Uncosted units are left out of the profit and margin, and the row shows a Partial Cost or No Cost tag next to Margin %. Hover over it to see how many units have no cost.

A product credited but not invoiced in the period shows a negative quantity and revenue, with a Credit Only tag. A product both invoiced and credited shows "less N credited" under the quantity and the credited amount under the revenue.