Sales Reports
Sales Reports is the analysis layer over your invoices. The invoice list tells you what happened; these reports tell you what it means - which products earn, which staff sell, which branches carry the business, and whether this month is better than the same month last year.
Menu path: Sales > Reports
Screenshot from the live OSOSS Dashboard
What is available
| Report | The question it answers |
|---|---|
| Sales summary / Sales report | Total sales for a period, sliced by the dimensions you choose |
| Product sales profit | Revenue against cost per product - which lines actually earn |
| Sales by products | Volume and value per item |
| Sales by categories | Which parts of the catalog carry the business |
| Sales by addons | What your upsells are worth |
| Sales by user | Per-cashier or per-salesperson production |
| Sales by branch / by POS branches | Branch performance, side by side |
| Sales by vendors | Sales of consignment or vendor products |
| Average sales per invoice | Basket size, the number most promotions are meant to move |
| Annual sales comparison | This period against the same period last year |
| Live sale monitoring | Sales as they happen today |
| Sales locations | Where your customers are |
| Driver statements / Driver orders | Delivery performance and driver settlement |
| POS sessions | Shift-level takings and variances |
| Vendor payment balance | What is owed to vendors from sales |
Reading them well
- Set the date range first, and use the same range every time you compare. Most reporting mistakes are two different periods being read as one trend.
- Start with Product sales profit, not total sales. Revenue tells you what moved; profit tells you what was worth moving, and the two lists are rarely in the same order.
- Use Average sales per invoice to judge promotions. A campaign that lifts sales while cutting basket size usually just discounted what people were already buying.
- Read Annual sales comparison before drawing conclusions from a month. Seasonality explains more month-to-month movement than anything you did.
- Export what you will act on. A report you have exported and annotated gets used; one you looked at does not.
Tip: Pair every revenue report with its cost side. Sales by products with no cost column produces the classic mistake of promoting your most popular loss-maker.
Note: Reports read the same data as the invoice list, so a filter you have applied there and a range you have set here can disagree. When a number surprises you, reproduce it from the invoice list before acting on it.
Warning: Cost figures depend on purchase data being complete. If freight and customs were not entered as extra expenses on bills, every profit report overstates margin - see Purchase Cost Adjustments.
Related pages
- Invoices - the source records
- POS Reports - register-specific analysis
- Accounting Reports - the financial statements