Reports

Sales reports

Does it have sales reports?

Yes. The period’s sales reports bring a summary of revenue, subtotal and tax, and tabs by customer, by rep, by product (best sellers) and by category, and you decide whether they count invoices, orders or both. On the web each one exports to PDF or CSV; in the app all export to CSV and some to PDF as well.

Where it works
On the web and in the app
Sales report: revenue summary and monthly trend, with CSV and PDF
CRM screenshot with sample data.

Other ways to ask

  • Can I see sales by product and by rep?
  • What are my best-selling products?

Related topics

See all frequently asked questions →

Updated: