Sales

The Sales report shows sales, cost, profit, and margin for a period you pick, in your base currency. The numbers come from the same daily sales the forecasting engine reads, and cost is the cost of goods actually posted in your ERP, so profit and margin reflect real figures rather than current price lists.

Period and comparison

The first button in the toolbar sets the period. Pick a preset (last 7, 30, or 90 days, month or year to date, this or last month or year) or enter a custom range at the bottom of the list. The next button sets what you compare against: Same period last year (the default), Prior period (the same number of days just before), or No comparison.

Margin always compares in percentage points (pp), not percent, so a move from 20% to 30% reads as +10 pp.

Filters

The rest of the toolbar filters the whole report: stores, suppliers, customer groups, a single customer, and every product attribute you have set up under Product attributes. A filter in use fills in and names what it holds. Picking several values in one filter means any of them; combining filters means all of them, so Brand = A or B with Pet type = Dog is dog products from either brand. On a phone, filters sit behind the Filters button.

Headline figures

Four tiles show Sales, Cost, Profit, and Margin for the period, the change against the comparison, and a small trend line (grey is the comparison period). The tiles are also the switch: click one and the chart and breakdown follow that figure. Below them, a line shows the trailing 90 days and 12 months for a run rate that holds still whatever period you pick.

Chart

Each period is a pair of bars: the grey bar on the left is the comparison period, the blue bar on the right is the period you picked. Both show their value on top (in the unit on the axis), with the change printed above the pair. Group by day, week, month, quarter, or year with the buttons on the right. Lighter bars are partial periods, for example a month that is only four days old, and are compared with the same days. On a phone or other narrow screen the chart turns into rows, one per period, so every value stays readable. When there are too many periods to list (weeks or days), hover or tap a bar for its figures. Click the comparison in the legend to hide it.

Breakdown

Pick a tab to break the figure down by supplier, store, customer, customer group, product, or any product attribute.

• The table leads with the total, the change, and the share of the report each row holds, then one column per period. Turn on Show last year (or prior period) to see the comparison figure under each period.
• Click any column header to sort, search by name (or SKU on the Product tab), and click a row to filter the whole report to it.
• Long lists show 50 rows at a time. Each tab covers the top entities by sales (up to 100); when the list is cut there, the count says so and the total row covers just those.
• Export CSV downloads the table as you see it, with full amounts instead of thousands.

Sharing and saving

Everything on the page, including the tab and grouping, lives in the link. Copy link puts it on your clipboard for Teams or email, and Save as keeps it under a name in Saved Reports.

What is not here

For the stock behind these sales (value, dead stock, turns), use the Inventory Value and Dead Stock reports.