Reports overview

The Reports & Analytics hub — sales KPIs, revenue trend, salesmen, top products, customer segments, purchases, broken size sets, GST snapshot, sales by location, payment reconciliation and dead stock — plus exports and the More reports library.

Reports (/app/reports) — Reports & Analytics · All periods use IST boundaries — is the owner's view of the business. It needs the Manager role or above.

Choose the period#

Pick Today, This week, This month, This year or Custom range (with From date and To date). The whole page follows the period. Every calculation uses IST day boundaries, and drafts, cancelled invoices and proformas are excluded from sales figures.

Export#

Export Excel — the period's sales summary and top products as an .xlsx workbook.
Export PDF — the same as a printable sales report.

📊 More reports opens the library of focused reports — see More reports.

Headline tiles#

Tile	Meaning
Revenue	Total invoiced in the period (GST-inclusive)
Invoices	Number of bills
Items sold	Units sold
Avg order	Revenue ÷ invoices
vs previous period	Change against the previous period of the same length

Sections on the hub#

Section	What it shows
Revenue trend	Revenue over the period (daily, weekly or monthly depending on length)
Salesman performance	Sales per salesman. Empty state: No salesman-attributed sales in this period.
Top products	Product, Qty, Revenue, Margin
Customer segments (RFM)	Customer, Segment, Spend (12m) — see below
Purchases	Goods received, Against POs, Counter purchases, Batches received; a 6-month purchase trend; goods received per Supplier; and open POs with Ordered, Received, Pending, Pending value and Expected date
📏 Broken size sets	Products where some sizes are out of stock while others still hold stock — losing sales on missing sizes: Product, SKU, Sizes in stock, Missing sizes
GST snapshot — Month (GSTR-3B)	This month's GSTR-3B headline figures. See GST returns & filing pack
🗺 Sales by location	Top areas by sales, weighted by purchase volume, from customers who have map coordinates. Empty state: No geocoded sales in this period.
🔍 Payment reconciliation	Per payment method, the Books (invoice paid totals) compared with the Payment records, so mismatches stand out
🐌 Dead stock	Items with stock and no sale in 90+ days — see below

Customer segments (RFM)#

Customers are segmented from their purchases in the last 12 months:

Segment	Rule
Champions	Bought within 30 days and at least 4 times
Loyal	Bought within 60 days and at least 2 times
At Risk	Last bought within 180 days
Lost	Last bought more than 180 days ago

Dead stock#

The table lists Product, SKU, Stock, Value locked, Last sold, Idle days and Suggested off — a clearance discount that deepens with idle time: 20% from 90 days, 30% from 180 days, 40% from 365 days. The heading shows how many items and how much money is locked up.

Last updated 15/09/2026