Sales
Last update:
07/21/2026
Completed
In this topic
Sales Overview
- Introduction to Sales
- Managing Products - Full Field Reference
- Creating & Managing Customers in Sales
- Creating Quotations - Complete Walkthrough
- Sales Order Lifecycle & Management
- Creating & Managing Price Lists
- Setting Up Sales Teams
- Recurring Contracts & Subscriptions
- Sales Analysis Report
- Sales Navigation & Menu Structure
- Product Variants & Attributes
- Sending & Confirming Quotations
- Delivery & Shipping Management
- Discounts & Coupon Programs
- Targets, Commissions & Performance
- Margins & Profitability
- Sales Settings Deep Dive
- Quotation Templates
- Invoicing from Sales Orders
Products
Customers
Quotations
Sales Orders & Delivery
Price Lists & Discounts
Sales Teams & Targets
Contracts & Subscriptions
Sales Reporting & Analysis
Sales Analysis Report
Sales Analysis Report
Go to Sales > Reporting > Sales Analysis. This is a pivot view that supports drag-and-drop analysis.
Dimensions (Rows)
- Customer, Product, Product Category
- Sales Team, Salesperson
- Country, State
- Date (Order, Invoice, Delivery)
Measures (Values)
- Untaxed Amount, Total, Margin, Margin %
- Quantity Ordered, Quantity Delivered
- Number of Orders
Filters
- Date range (Today, This Month, This Quarter, This Year, Custom)
- Order Status (Quotation, Sale Order, Done, Cancelled)
- Sales Team, Salesperson, Customer
Graph View
Switch to graph: Bar, Line, Pie, Donut charts. Common: Revenue by Month (bar), Revenue by Category (pie), Sales Trend 12mo (line).
Cohort Analysis
Group customers by first order month, track repeat purchases over time. Measures customer retention and LTV.
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