Reports

Dashboard — real-time overview of sales, profit, stock, and industry-specific KPIs

Dashboard

The main dashboard shows key business metrics at a glance:

• Today's sales, total revenue, outstanding receivables, top-selling products.
• Sales trend chart, payment-mode breakdown, recent invoices.
• Enhanced Dashboard: Extended KPIs including profit margin, customer acquisition, inventory value, and cash position.
• Dashboard layout is customizable — drag-and-drop widgets to arrange your preferred view.

Sales Report

Detailed sales data with filters for date range, customer, product, category, payment method, and branch.

• View individual sale details by clicking any row.
• Export to Excel/CSV with one click.

Stock Report

Current stock position across all products, branches, and godowns.

• Filter by category, brand, or stock level.
• View stock value (at cost price and selling price).

Daily Summary

A comprehensive end-of-day report that gives you the complete picture of business activity.

• Sales Summary: Total sales amount, number of invoices, average invoice value.
• Payment Breakdown: Cash vs UPI vs Card vs Credit — see exactly how money came in.
• Top Products: Best-selling items for the day by quantity and revenue.
• Returns & Cancellations: Total returns processed and their value.
• Expenses: All expenses recorded for the day.
• Net Cash Position: Opening cash + Cash sales - Cash expenses = Closing cash. Compare with your physical cash drawer.

P&L Report

See Profit & Loss in Finance.

ABC Analysis

Classify products by contribution to total sales revenue:

• A items: Top 20% of products contributing ~80% of revenue — your star performers.
• B items: Next 30% contributing ~15% of revenue.
• C items: Bottom 50% contributing ~5% of revenue — candidates for delisting or promotion.

Slow-Moving Stock

Identify products that haven't sold or have very low sales velocity over a chosen period.

• Set the threshold — e.g., "products with fewer than 5 units sold in the last 90 days".
• View current stock value tied up in slow-moving items.
• Sort by days since last sale to find dead stock.
• Use for clearance sale planning, discount campaigns, or delisting decisions.
• Combine with ABC Analysis — C items with slow velocity are the strongest delisting candidates.

Branch Consolidated Report

Branch Reports Module

Aggregate data across all branches into a single unified report.

• Revenue by Branch: Compare sales performance across branches — bar chart and table.
• Stock by Branch: See stock levels for any product across all branches — identify which branch has surplus and which needs restocking.
• Expense by Branch: Branch-wise expense comparison.
• Staff by Branch: Attendance and productivity metrics per branch.
• P&L by Branch: Individual profit/loss statement for each branch.
• Filters: Date range, specific branches, specific product categories.

Export & Scheduled Reports

• One-click export: Every report has an Export button — download as Excel or CSV.
• PDF export: Financial statements (P&L, Balance Sheet, Cash Flow) can be exported as PDF.
• Scheduled Reports: Set up automatic report emails — choose the report, frequency (daily/weekly/monthly), and recipients. Reports are generated and emailed automatically.