Sales reports

The Sales report covers your counter sales (sale invoices): how much you sold, what you earned on it and who still owes you. It has 8 views, which you switch with the tabs on the report. Repair jobs are in the Jobs report.

To open it on a computer, click Reports in the menu on the left. Then click Sales under Core business. On a phone, tap More, then Reports under Team & money, then Sales.

Don’t see Reports? Ask your shop owner to let you View reports.

The top of the report

What you see	What it means
Date buttons	All, Today, Yesterday, This week, This month, Last month, Last 30 days or Custom. The report opens on This month.
Business	Only if you have more than one business. Pick All businesses or one business.
Compare to prior period	Adds last period’s figures next to this period’s. Greyed out on views where it makes no sense.
Summary cards	Total sales, Revenue, Avg value (average per sale), Received and Outstanding.

Below the tabs you see a chart and a table called Detailed sales.

The 8 views

Tab	What it shows
Daily sales	One row per day: number of sales, revenue, tax, cost of the parts sold, money received and net profit. The cost comes from each part’s purchase price.
By part	Each part you sold: on how many invoices, how many units and the revenue.
By customer	Each customer who bought in the period: number of invoices and revenue.
Payment status	Invoices grouped by payment status, for example Paid or Unpaid, with the amount and what you received. A part-paid invoice counts as Unpaid until it’s fully paid.
Top selling	Your 20 best-selling parts by quantity. These are the ones to keep in stock.
Trend	Number of sales and revenue day by day.
Hourly	Sales by hour of the day, in your shop’s time zone. Shows your busiest hours. Hours with no sales don’t appear.
By employee	Sales per staff member. It counts the person who made the sale invoice.

Compare to prior period works on By part, By customer, Payment status, Top selling and By employee.

Always at the bottom

• Month forecast: how many sales and how much revenue you’ll reach by the end of this month at your current pace. It always uses the current month.
• Activity heat map: the last 12 weeks, one square per day. Darker squares are busier days.

Good to know

• Each business has its own sales. Pick one business, or All businesses to add them up.
• No export from this page. To get your sales list out as a file, see Export a list to Excel.
• Payments, expenses and purchases aren’t open in the new Reports yet. Use Older reports for those charts.