Analyze sales
The Sales Report centralizes key commercial and financial indicators from delivery notes, invoices, customer returns and customer credit notes.
A complete view of sales activity.
The report brings together the data required to monitor invoicing, collections, uninvoiced documents, customer returns and credit notes.
- Delivery notes
- Invoices
- Uninvoiced delivery notes
- Customer returns
- Customer credit notes
- Sales revenue
- Collected amounts
- Remaining amounts
- Analytical indicators
Analyze a period or customer.
Filters limit the data used by the report.
- Start date
- End date
- Customer
- Payment status
- Paid
- Partial
- Unpaid
Quickly find a customer.
The customer filter provides a dynamic search among active customers.
- Customer code
- Company
- First name
- Last name
- Phone
- Mobile
- Dynamic selection
Monitor key sales KPIs.
The report automatically calculates multiple indicators from the data matching the selected filters.
- Delivery note count
- Invoice count
- Invoiced delivery notes
- Uninvoiced delivery notes
- Customer return count
- Customer credit note count
- Sales revenue
- Total collected
- Total remaining
- Return amount
- Credit note amount
- Used credit note amount
- Remaining credit note balance
Measure commercial and financial performance.
Additional ratios help analyze invoicing, collections, returns and credit notes.
- Invoicing rate
- Uninvoiced delivery note rate
- Collection rate
- Remaining collection rate
- Return rate
- Credit note rate
- Net sales after credit notes
Browse invoices.
The report displays invoices matching the selected filters.
- Date
- Invoice reference
- Delivery note
- Customer
- Net amount
- Paid amount
- Remaining amount
- Payment status
Identify delivery notes awaiting invoicing.
A dedicated section lists delivery notes that do not yet have an invoice.
- Date
- Delivery note reference
- Customer
- Warehouse
- Net amount
- Payment status
- Created by
- Uninvoiced status
Analyze customer returns.
Customer returns are included to monitor their volume and amount.
- Date
- Return reference
- Delivery note
- Customer
- Warehouse
- Returned amount
- Reason
- Created by
- Status
Monitor the financial impact of credit notes.
The report includes customer credit notes together with their usage and remaining balance.
- Date
- Credit note reference
- Invoice
- Delivery note
- Customer
- Total amount
- Used amount
- Remaining amount
- Status
- Created by
Distinguish payment statuses.
Invoices and delivery notes can be analyzed according to their payment status.
- Paid
- Partially paid
- Unpaid
Explore detailed results.
The report sections use interactive tables to make detailed data easier to browse.
- Search
- Sorting
- Pagination
- Navigation to related documents
- Clickable references
- Responsive display
Export the complete report to PDF.
SUIGEST360 generates a global PDF containing the applied filters, summary and detailed report sections.
- A4 landscape format
- Company information
- Logo
- Applied filters
- Global summary
- Invoices
- Uninvoiced delivery notes
- Customer returns
- Customer credit notes
- Automatic pagination
Export data for Excel.
The export generates a UTF-8 CSV file compatible with Excel containing the summary and main report sections.
- Summary
- Invoices
- Uninvoiced delivery notes
- Customer returns
- Customer credit notes
- Excel-compatible separator
- UTF-8 encoding
Need help with the Sales Report?
For issues involving filters, indicators, invoices, returns, credit notes or exports, open a request through the SUIGEST360 support portal.
Open support portal