Sales Analysis Reports Guide

How to use sales performance reports by date, customer, customer group, item, category, brand, employee, location, counter, and specialized job-linked sales views so management can understand trends and make better decisions.

Sales & CustomersReportsEnd-User Guide

Overview

This guide covers the main sales analysis reports that help you answer questions such as: How much did we sell, which products perform best, who buys the most, which salesperson performs strongest, and which branch or counter delivers the most sales.

Good approach: Start with a broad summary and then move into customer, item, employee, or location reports depending on what you want to explain.

Reports Covered

ReportUse It For
Sales Summary / Sales Summary by Date / Daily Sales Summary / Daily Sales Details / Monthly Sales SummaryReview total sales by period and identify daily or monthly trends.
Sales History Summary / Sales History DetailsReview broader historical sales movement over time.
Sales by Customer / Sales by Customer Details / Monthly Sales by Customer SummaryAnalyze customer-level demand and contribution.
Sales by Customer Group Summary / DetailsReview sales performance by customer group where customer grouping is used.
Sales by Item Summary / Sales by Item Details / Monthly Sales by Items SummaryReview which products sell best and which products need attention.
Sales by Items by Customers Summary / DetailsSee which customers buy which products.
Sales by Items by Employees Summary / DetailsSee which employees are selling which products.
Sales by Category Summary / Details / Monthly Sales by Category SummaryReview category performance over a period.
Sales by Brand Summary / DetailsReview brand performance and brand contribution.
Sales by Department Summary / DetailsReview departmental sales performance where departments are used.
Sales by Model Summary / DetailsReview sales by model or product line detail.
Sales by Employee / Sales by Employee Details / Monthly Sales by Employee Summary / Top Sales Persons SummaryReview salesperson performance and contribution.
Sales by Store Summary / Details / Monthly Sales by Location Summary / Top Stores SummaryReview branch or location performance.
Sales by POS Counter Summary / Details / Sales by Counter Summary / DetailsReview retail-counter level sales activity.
Top Customers Summary / Top Selling Items Summary / Top Selling Categories SummaryQuick ranking reports for management review.
ASO Summary by Job / ASO by Job 1 / ASO by Job 2Review specialized sales output by job in businesses that use these custom reports.

Common Filters

Field Or OptionWhat It Means
Date / Date RangeSelect the sales period you want to analyze.
CustomerFocus the report on one customer or customer group.
Customer GroupReview sales performance for a customer segment where customer grouping is maintained.
Item / Category / Brand / Department / ModelAnalyze sales using the product structure that matters to the business.
Employee / SalespersonReview performance by seller or account owner.
Store / Location / CounterReview branch-level or retail-counter level results.
Job / Reference InfoUsed by specialized custom reports that review sales in relation to a selected job.
ViewSome summary reports allow different summary styles or grouping views.

When To Use Which Report

  • Use summary reports when management wants the big picture.
  • Use detailed reports when you need line-level explanation.
  • Use customer reports when you are reviewing revenue by client.
  • Use customer-group reports when management reviews sales by market segment or account class.
  • Use item, category, brand, department, or model reports when you are reviewing product performance.
  • Use employee, store, or counter reports when you are reviewing team or location performance.
  • Use top-ranking reports for quick executive review.
  • Use ASO or other specialized job-linked reports only if your company uses those custom reports.
Note: The ASO reports are specialized custom reports. Not every company will see them in QBM.

Best Practice

  • Keep the same date range when comparing different sales reports.
  • Start wide, then narrow the analysis to the customer, customer group, item, or location level.
  • Use monthly reports for trend review and daily reports for operational control.
  • Do not rely on only one sales report when investigating a performance issue.
  • Use specialized custom reports only when your company understands how those outputs are used operationally.
Important: If a sales total looks unusual, confirm the date range, location filter, customer-group filter, and document status before drawing conclusions.