Discover the Sales by Category Report: An Essential Tool for Analyzing Your Performance
A sales report is an indispensable tool for understanding your business performance, identifying your best-selling products, and optimizing your strategies. The Sales by Category report provides a comprehensive and precise overview of your sales, with clear and actionable insights.
What the Sales by Category Report Contains:
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Two Distinct Tabs:
- A summary view for quick analysis.
- A detailed view to dive deeper into each sale.
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Included Data:
- Total sales by category of items sold.
- Only sales with a successful status and refunds are displayed. Sales in process, pending, or unbilled are excluded.
- Date corresponding to the period selected when generating the report on the platform.
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Information by Item:
- Name of the item sold.
- Quantity sold during the selected period.
- Subtotal (sales without taxes).
- Taxes (Tax 1 / Tax 2).
- Total sales, including taxes.
- % of revenue: The percentage of revenue the item represents within its category, helping to identify your top-performing products.
- Associated general ledger account: Customizable in the platform settings or for each item individually.
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Global Summary (at the bottom of the report):
- Total sales: Across all items and categories.
- Total refunds: Across all items and categories.
- Net sales: Calculated as total sales - refunds.
This report provides an overview of your sales performance while also offering the ability to dive into the details to better understand what works and what can be improved.