Reports & Analytics
Sales, inventory, and financial reports
Sales Report
Go to Reports → Sales.
The Sales Report gives you a detailed breakdown of revenue for any date range.
Views available:
- By Period: Revenue grouped by day, week, or month — spot trends and seasonality
- By Product: Which products are selling the most (by quantity and value)
- By Category: Revenue broken down by product category
- By Customer: Who your biggest buyers are — revenue ranked by customer
- By Salesperson: Each salesperson's sales contribution — revenue, invoice count, and collected amount
- By Payment Method: Breakdown of collections by Cash, M-Pesa, Bank Transfer, etc. — useful for reconciliation
- By Branch: Revenue and collection performance per branch location
End of Day Report
Go to Reports → End of Day.
A daily cash-up report showing all payments received and expenses recorded for a single day. Includes:
- Summary cards: Total Received, Total Expenses, Net Cash, Invoices Issued
- Payments breakdown by method (Cash, M-Pesa, Bank, Card)
- Top 10 items sold
- Full receipt and expense detail tables
Use the quick date filters (Today, Yesterday, 7 Days, This Month) or pick a specific date.
Sales Summary
Go to Reports → Sales Summary.
Like End of Day, but for any date range. Quick links for Today, This Week, This Month, This Quarter, and Year-to-Date. Also supports custom from/to date ranges. Includes:
- Summary cards: Total Received, Expenses, Net Cash, Invoices, Average Invoice Value
- Payments by method
- Top 15 items sold
- Revenue by salesperson
- Expenses by category
Inventory Report
Go to Reports → Inventory.
Views available:
- Stock on Hand: Current inventory levels per product and warehouse, with total stock value (Qty × Avg Cost)
- Stock Valuation: Total value of your inventory holdings. Use this for balance sheet purposes and insurance
- Slow Movers: Products with no sales movement in 30, 60, or 90 days. Use this to identify deadstock that should be discounted or returned
- Low Stock: Products currently below their reorder level — flagged for reordering
Finance Report
Go to Reports → Finance.
Shows Revenue − COGS − Operating Expenses = Net Profit for any period. Broken down by month so you can see which months were most profitable. COGS is calculated as: opening stock + purchases − closing stock at weighted average cost.
Gross margin per product or category: (Revenue − COGS) ÷ Revenue × 100. Helps you identify which products are most profitable and which are sold at thin margins.
Outstanding invoices grouped by how overdue they are: Current (not yet due), 1–30 days, 31–60 days, 61–90 days, 90+ days. Use this to prioritise collections from customers with long-overdue balances.
Permissions Required
| Report | Permission Needed |
|---|---|
| Sales Report | reports.sales |
| Inventory Report | reports.inventory |
| Finance Report | reports.finance |
| Export (any report) | reports.export |
Manage permissions at Settings → Roles.