Guide Summary
| Audience | Owners, sales managers, branch managers, sales supervisors, support staff, and users who review sales performance. |
|---|---|
| Applies To | QSalesView Home, Manager Reports, Sales Details, Sales Over Time, Items, Customers, Settings, Help, About, and Logout. |
| Purpose | Explain every main QSalesView feature, what it does, and how to use it safely for daily sales review. |
| Last Updated | 2026-06-03 |
Overview
QSalesView is the QBM sales dashboard and manager reporting workspace. It helps users review current sales, compare periods, find top and low-performing areas, inspect item stock, and open customer sales drilldowns without leaving the sales review screen.
QSalesView is mainly for reading, comparing, and exporting sales information. It does not create customer invoices, sales receipts, customers, items, or inventory transactions. Those entry and setup tasks remain in the normal QBM transaction and setup screens.
| Area | What It Does | Why It Matters |
|---|---|---|
| Home | Shows headline sales totals, growth, customer count, popular products, and daily sales charts. | Gives managers a fast first screen for daily review. |
| Manager Reports | Groups overview, trend, location, item, customer, employee, finance, and attention reports in one manager workspace. | Helps managers move from summary to action without opening many separate reports. |
| Sales Details | Breaks sales down by item, category, location, customer, and employee with charts and grids. | Shows what is selling, where it is selling, and who or which customer is driving the result. |
| Sales Over Time | Shows sales by month, day, hour, quarter, week, year, and monthly growth. | Helps users spot seasonality, peak hours, busy periods, and growth changes. |
| Items | Lists item details and opens stock by location for the selected item. | Lets users answer item and availability questions while reviewing sales. |
| Customers | Lists customers with selected-period sales and opens Sales Details filtered to one customer. | Supports account follow-up and customer-focused sales review. |
Where to Find It
Path: Open QSalesView, sign in, then use the left navigation menu.
In the Help Center, search for QSalesView User Guide or open Sales operations and select this guide.
Before You Begin
- Confirm you have a valid QBM user ID and password.
- Confirm the QSalesView settings are already provided by your company or support team.
- Ask a manager to confirm your permissions if manager reports, finance values, customers, employees, or locations are missing.
- Know the date range you want to review before refreshing report data.
- Use the correct company database when your organization has more than one company file.
Permission note: QSalesView only shows data allowed for the signed-in user. A restricted user may see fewer locations, fewer employees, fewer customers, or no manager finance data.
Step-by-step Quick Start
- Open QSalesView.
- If needed, choose your language before signing in.
- Confirm Settings if support asked you to check the connection values.
- Sign in with your QBM user ID and password.
- Start on Home and review Total Sales, Average Sale Value, Sales Growth, and the date range.
- Click Date Range or use the date fields on report pages to select the period you want.
- Click More Filters when you need to limit results by location, employee, or customer.
- Click Search, Refresh, or Update to reload the report with the current filters.
- Open Manager Reports for management summaries and CSV export.
- Open Sales Details for item, category, location, customer, and employee breakdowns.
- Open Sales Over Time for monthly, daily, hourly, quarterly, weekly, yearly, and growth trends.
- Open Items to search products and check stock by location.
- Open Customers to find a customer and drill into that customer's sales.
- Use Logout when finished, especially on shared computers.
Login, Settings, and Language
| Feature | What It Does | How To Use It |
|---|---|---|
| Login | Signs the user into QSalesView using a QBM user account. | Enter your QBM user ID and password, then open the dashboard after sign-in succeeds. |
| Settings | Stores the connection values QSalesView needs for the selected QBM company. | Use values supplied by your company or support team. After login, settings may be view-only so the active session stays stable. |
| Service Address | The approved address QSalesView uses to reach the company sales service. | Do not guess this value. Use the exact address supplied during setup. |
| Server Name, Port, Instance Name, Database Name | The company connection values used for the selected QBM environment. | Keep these aligned with the working QBM company setup. A wrong value can show no data or block login. |
| Get Settings | May retrieve approved connection settings when the company setup provides that option. | Use the setup ID and password supplied by support. This is separate from your normal QBM user login. |
| Language | Changes the QSalesView display language. | Choose English, Arabic, or Farsi from the login page or from the signed-in user section. |
| Logout | Ends the current QSalesView session and returns to login. | Use Logout before another person uses the same computer or browser. |
Home and Sales Overview
Home is the first screen after sign-in. It gives a quick sales readout for the current date range and the selected location or employee filter.
Main Actions
| Action | What It Does |
|---|---|
| Search | Reloads the Home dashboard using the current date range and filters. |
| Date Range | Opens the date picker used by the Home sales summary. |
| More Filters | Filters Home by location and employee where the user has permission. |
| Filter summary | Shows the active location and employee selections after the filter dialog closes. |
Home KPI Cards
- Total Sales: Total sales amount for the selected period and filters.
- Average Sale Value: Average amount per sale for the selected period.
- Max Sale Value: Highest sale value returned by the selected report context.
- Min Sale Value: Lowest sale value returned by the selected report context.
- Most Popular: Product with the strongest popularity result in the selected period.
- Least Popular: Product with the weakest popularity result in the selected period.
- Total Number of Customers: Customer count returned for the selected period and filters.
- Sales Growth: Growth percentage for the selected period.
Home Charts
- Six-Month Sales Trend: Shows recent monthly sales movement.
- This Month vs Last Month Sales: Compares the current month with the previous month.
- Top Products by Sales: Shows the top products by sales amount.
- Today Hourly Sales: Shows today's busiest sales hours.
- Cumulative Today Sales: Shows how today's sales build up across the day.
- Time-of-Day Sales Mix: Groups today's sales into Morning, Afternoon, Evening, and Overnight.
Layout note: Dashboard chart panels can be resized and reordered where the screen supports it, and QSalesView remembers the saved dashboard layout for that browser.
Manager Reports
Manager Reports is the main management workspace. It uses date filters, location, employee, and customer filters, then presents focused tabs for different management questions.
Toolbar
| Control | What It Does |
|---|---|
| From / To | Sets the report period. |
| More Filters | Limits the report by location, employee, or customer. |
| Today | Switches the report period to today. |
| This Month | Switches the report period to the current month. |
| Refresh | Reloads the active manager report with the current filters. |
| Export CSV | Downloads the active report tab as a CSV file. |
Manager Report Tabs
| Tab | What It Does | Use It For |
|---|---|---|
| Overview | Shows summary cards, today sales pattern, and top location mix. | A fast daily review of sales, customers, average sale, growth, and attention items. |
| Trends | Shows selected-period sales movement and category mix. | Finding movement over time and seeing which product categories contribute most. |
| Locations | Compares sales and share by location. | Ranking branches, stores, or departments by sales contribution. |
| Items | Shows best sellers, lowest sellers, and active items with no sales. | Finding winning products, slow movers, and items that may need follow-up. |
| Customers | Shows customer sales ranking and share. | Finding the customers driving the selected period. |
| Employees | Shows employee sales ranking and share. | Comparing sales contribution by person. |
| Profit, Cash & Tax | Shows finance snapshot, payment method mix, profit by item, discounts, returns, and tax summary when the user has permission. | Reviewing gross sales, net sales, returns, gross profit, margin, discounts, tax, and payment collection. |
| Needs Attention | Turns report results into follow-up prompts. | Spotting no sales, sales below previous period, heavy location concentration, largest discounts, largest returns, margin warnings, and no-sales item analysis. |
Restricted reports: Finance values require the correct manager and cost or profit permissions. If access is restricted, QSalesView hides stale finance values and shows a permission message.
Sales Details
Sales Details is the detailed sales breakdown page. It shows report grids and charts for multiple sales dimensions using the selected date range and filters.
Controls
- From / To: Sets the date range.
- More Filters: Filters by location, employee, and customer.
- Search button: Reloads the page using the current date range and filters.
- Count: Controls how many rows are included in top or bottom chart lists.
- Show Top / Show Bottom: Switches each report section between strongest and weakest results.
- Description, UPC/SKU, Code: Optional item columns that can be shown or hidden.
Report Sections
| Section | What It Shows |
|---|---|
| Sales by Items | Product sales with optional description, code, and UPC/SKU, plus a chart for top or bottom products. |
| Sales by Categories | Sales totals by item category with a chart view. |
| Sales by Locations | Sales totals by location with share comparison. |
| Sales by Customers | Sales totals by customer with share comparison. |
| Sales by Employees | Sales totals by employee with share comparison. |
Customer drilldown: When you open Sales from the Customers page, QSalesView opens Sales Details already filtered to that customer.
Sales Over Time
Sales Over Time helps users understand sales movement across different periods. Use it when the question is about timing, seasonality, busy periods, or growth.
Controls
- From / To: Sets the period used by the trend sections.
- More Filters: Limits trend results by location, employee, and customer.
- Search button: Refreshes all time-based reports.
- Count: Controls how many busy days, weeks, or months appear in chart summaries where available.
- Show Top / Show Bottom: Switches busy-period charts between highest and lowest results where available.
Report Sections
| Section | What It Shows |
|---|---|
| Monthly Sales Over Time | Monthly sales rows and a chart of busy months. |
| Daily Sales Over Time | Daily sales rows and a top or bottom busy-days chart. |
| Hourly Sales Over Time | Hourly sales rows and a top or bottom busy-hours chart. |
| Quarterly Sales Over Time | Quarterly sales rows and chart. |
| Weekly Sales Over Time | Weekly sales rows and a top or bottom busy-weeks chart. |
| Yearly Sales Over Time | Yearly sales rows and chart. |
| Monthly Sales Growth | Monthly sales, previous month sales, growth percentage, and insight cards for latest, best, weakest, and average growth. |
Items and Stock
The Items page is a sales review list for products. It helps users find products, confirm visible item details, and check stock by location for a selected item.
Item List Features
- Search: Searches item name, description, category, brand, manufacturer, color, made-in value, UPC/SKU, and code.
- Clear Search: Restores the full item list.
- More Columns: Shows or hides optional item columns.
- Saved column choices: Remembers visible item and stock columns for the browser.
- Grid tools: Supports sorting, filtering, grouping, reordering, resizing, paging, and single-row selection on full screens.
- Mobile cards: Shows item information as cards on small screens.
Item Columns
Available item fields include Name, Description, Category, Price, Inactive, Weight, Size, Brand, Manufacturer, Color, Made In, UPC/SKU, Code, Width, Height, and Length.
Stock Panel
Click Stock or the stock information button for an item to open stock details. The Stocks panel shows the selected item and stock rows by location.
| Stock Column | What It Means |
|---|---|
| Location | Store or location for the stock row. |
| Stock | Units currently in stock. |
| On Order | Units already ordered but not yet received. |
| Reserved | Units reserved for existing needs. |
Customers
The Customers page lists customers and selected-period sales totals. It is useful for account review and quick customer sales drilldown.
Customer List Features
- From / To: Selects the period used for customer sales totals.
- Update: Reloads the customer list and sales totals for the selected period.
- Search: Searches by customer name or customer ID.
- Clear Search: Restores the full customer list.
- More Columns: Shows or hides optional customer columns.
- Sales: Opens Sales Details filtered to the selected customer.
Customer Columns
Available customer fields include Customer, Sales, and Customer ID. Customer ID can be hidden when users only need names and sales totals.
Filters and Permissions
Filters decide which rows are included in the report. Permissions decide which filters, rows, and report sections the signed-in user can access.
| Filter or Permission | What It Does |
|---|---|
| Date range | Limits reports to a selected start and end date. |
| Location | Limits results to one allowed location or all allowed locations. |
| Employee | Limits results to one allowed employee or all allowed employees. |
| Customer | Limits report results to one customer when the page supports customer filtering. |
| Manager report permission | Controls whether the user can open the manager dashboard and manager report tabs. |
| Finance report permission | Controls whether profit, cost, discount, return, tax, and payment-method manager values are visible. |
Good result: After changing dates or filters, the filter summary should show the selected values and the report should be refreshed before decisions are made.
Mobile and Small Screens
QSalesView adjusts list and report pages for smaller screens. Many full-screen grids become card lists so item, customer, stock, and report rows remain readable.
- The navigation menu opens as a mobile drawer.
- Item and customer lists use mobile cards.
- Manager report and finance grids use compact cards where needed.
- Some chart labels are reduced on small screens to keep charts readable.
- Use Search, Refresh, and More Filters the same way as on a larger screen.
Common Messages and Results
| Message or Result | Meaning | What To Do |
|---|---|---|
| No data | No rows were returned for the selected dates, filters, or permissions. | Check the date range first, then remove filters one at a time and refresh. |
| Security rights could not be loaded | QSalesView could not confirm what the user is allowed to view. | Log out, sign in again, and ask support to check permissions if it continues. |
| You do not have permission to view manager reports | The user is not allowed to open the manager dashboard. | Ask a manager or administrator to review QSalesView permissions. |
| Finance reports restricted | The user can open manager reports but cannot view finance values. | Ask whether profit, cost, and finance reporting should be granted for this user. |
| Login is taking too long | QSalesView could not complete the sign-in check quickly enough. | Check connection settings and ask support to verify the service path. |
| Stock panel does not open | No item was selected, the item stock lookup is still loading, or stock data was unavailable. | Select one item, click Stock again, and confirm the item exists in the selected company. |
Best Practices
- Refresh reports after every date or filter change.
- Use Today and This Month shortcuts in Manager Reports for daily review.
- Use Needs Attention before detailed analysis when time is limited.
- Export CSV from Manager Reports only after confirming the active tab and filters.
- Do not compare users unless their location and employee permissions are understood.
- Use Customer drilldown when discussing sales with a specific customer.
- Use Items stock lookup before promising product availability.
- Log out on shared computers.