GradeApp
  • Introduction
    • About The Application
    • How to use the Documentation
  • Getting Started
    • First-time setup
      • User roles and permissions
      • Assigning Roles
      • Permissions table
  • Platform Overview
    • Dashboard
      • Private Dashboard
      • Advanced Dashboard
    • Sales
      • Lead Contact
      • Deals
      • Proposal
      • Clients
      • Estimates
      • Contracts
      • Deal Report
      • Sales Report
    • HR
      • Employees
      • Leaves
      • Shift Roster
      • Attendance
      • Holiday
      • Designation (Positions)
      • Department
      • Appreciation
      • Leave Report
      • Attendance Report
      • Assets
      • Knowledge Base
    • Recruit
      • Dashboard
      • Jobs
      • Job Applications
      • Interview Schedule
      • Offer Letters
      • Skills
      • Candidate Database
      • Reports
      • Career Site
    • Communication
      • Calendar
      • Messages
      • Notice Board
      • Zoom Meeting
      • Letter Generate
      • Letter Template
      • QR Code
      • Webhooks
    • Projects (Work)
      • Projects
      • Tasks
      • Timesheet
      • Project Roadmap
      • Service desk
      • Task Report
      • Time Log Report
    • Finance
      • Invoices
      • Incomes
      • Credit Note
      • Expenses
      • Bank Account
      • E-Invoice
      • Payroll
      • Employee Salary
      • Finance Report
      • Income Vs Expense
      • Expense Report
    • Orders
    • Purchase
      • Vendor
      • Products
      • Purchase Order
      • Bills
      • Vendor Payments
      • Vendor Credits
      • Inventory
      • Reports
    • Settings
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  1. Platform Overview
  2. Sales

Sales Report

The Sales Report section offers a comprehensive view of sales transactions and financial performance over a specified time period. Key features include:

  • Duration Selection: Users can specify a date range to focus on particular sales activities, allowing for targeted analysis of sales performance.

  • Client Overview: The report details sales associated with individual clients, enhancing understanding of customer contributions to overall revenue.

  • Financial Breakdown: Essential financial metrics include invoice number, invoice value, amount paid, taxable value, discount applied, and the associated bank account, providing a clear picture of sales transactions.

  • Tax and Discount Tracking: The report allows for the analysis of tax implications and discounts offered, facilitating assessment of pricing strategies and their effects on revenue.

  • Data Presentation: Information is presented in a structured table format, enabling easy navigation and quick retrieval of relevant details regarding sales activities.

  • Visibility on Payments: Users can track payment statuses, ensuring clarity on outstanding amounts and completed transactions, which aids in cash flow management.

This report is critical for monitoring sales performance, managing client relationships, and making informed financial decisions based on sales data.

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Last updated 5 months ago