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Monthly Sales Summary report
Your most important sales report. Month by month, so you see the trend rather than a single figure.
What is the Monthly Sales Summary report?
It summarises your sales month by month. Your most important sales report, because it shows you the trend rather than a single moment.
Where to find it
Reports → Sales Reports → Monthly Sales Summary, or /dashboard/reports/monthly-sales-summary.
Permission: reports:monthly_sales_summary.
It counts submitted invoices only
Drafts are excluded. If a figure is lower than expected, the first thing to do is open the invoices screen and filter on Draft.
This is a common problem — people prepare invoices and forget to submit them, then wonder why the reports look short.
Returns reduce the figure
Submitted return invoices bring net sales down. So the figure here is closer to your real net sales.
How to read it
One month's figure says nothing. The trend does.
| What you see | What it means |
|---|---|
| Two consecutive declining months | Possibly seasonal |
| Three declining months | A real problem — find the cause |
| A sudden jump | A campaign that worked? A large customer? Find out and repeat it |
| A long plateau | The business is settled — now think about growth |
Read it with other reports
| Report | What it adds |
|---|---|
| Best Selling Items | What your sales come from |
| Top Customers | Who they come from |
| Lead Conversion | Which channel they come from |
| Profit and Loss | How much profit those sales left |
Sales are not profit. Sales can rise while profit falls, if cost or discounting has risen.
A routine
Open it at the start of each month and compare with the previous month and the same month last year. Export and keep it — it builds you a history.
Frequently Asked Questions
The figures are lower than I expected
Check for draft invoices. The report counts submitted ones only, so anything still a draft is missing. Open the invoices screen and filter on Draft.
Are returns included?
Submitted return invoices reduce net sales, so the figure here is closer to your real net sales than simply adding up invoices.
How is month-on-month comparison useful?
A single figure says nothing. The trend does: three consecutive declining months is a real problem, not a slow day.
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