Sales & Finance Insights Reports

These reports are available to view and modify under the Insights drop-down menu in the Reporting Dashboard, from the Administration Section of the Homepage:
All Invoices
Invoice Reconciliation
Invoices by Customer
Invoices by Product
Invoices by Sector
Sales by Customer
Sales by Product
Sales by Sector
Sales Order Backlog
Transaction Summary

All Invoices

This Report shows all Invoices that are not archived/voided, whether or not they have been synced. The Invoice date is set from the "Invoiced At" field on the Invoice.

The Invoice totals in this Report do not include tax.

Date Range: Filters to show Invoices within the selected period.

Invoice Reconciliation

This Report shows Invoice totals.

The Domain Setting "Define On-Time-Delivery "Shipped" date as Packing Slip created" determines whether the Invoice date is the ship date or the finalized date.

Invoices by Customer

This report displays Quantity of Parts processed, Quantity of Parts invoiced, Quantity of Invoices, Sales value, and the percent of the total revenue from each Customer.

• The pie chart for the report shows the percent of the total invoiced amount by Customer.
• The pie chart will be hidden if filters are used to restrict results to one Customer.
• The Invoice Report by Customer will display Invoices amounts by the Invoice creation date by default.
• If you are using the Shipping Date as the invoicing date in Accounting under the "Invoices" settings, make sure to also change the "Insights" Define On-Time Delivery "Shipped" Date as Packing Slip Created setting.
• These can be found listed in the Domain Settings menu.

Invoices by Product

This report shows the total invoiced value for each Product, grouped by Invoice date.

The Domain Setting "Define On-Time-Delivery "Shipped" date as Packing Slip created" determines whether the Invoice date is the ship date or the finalized date.

The Invoice totals in this report do not include tax.

Invoices by Sector

This report shows the total finalized invoiced value for each Sector.

Sectors are primarily determined by the Customer's Sector. However, if a Sales Order Sector is present, it will override the Customer's Sector.

The Invoice totals in this report do not include tax.

Sales by Customer

This report shows the total sales of each Customer.

Date Range: Filters to show Sales Orders or line items created within the selected period, depending on the setting "Use Sales Order Creation Date Over Line Item Creation Date".

Sales by Product

This report shows the total sales of each Product, grouped by the creation date of each Sales Order. The date range filters to show sales orders or line items created within the selected period, depending on the setting "Use Sales Order Creation Date Over Line Item Creation Date".

Sales by Sector

Customers can set their Customer/Sales Order Sectors and use this report to see sales by Sector.

• "Sales By Sector" report will show the number of Sales Orders and sales for each Sector.
• Sector totals are based on chosen Customer Sector, but will be overridden if you choose a Sales Order Sector.

To use this report:

1. Setup the sectors on your Customer or specific Sales Orders.
2. Go to Sales & Finance, and then Sales By Sector to view data on total sales (using SO price) for each Sector.

This Report looks at the totals of line items that were invoiced between the start date and end dates selected, and filtered according to preference.

Sales Order Backlog

This report shows information on active Sales Orders.

Transaction Summary

This report shows Quotes and Sales Orders based on creation date, and synced Invoices based on "Invoiced At" date.

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