Sales Summary Report

The Sales Summary Report provides a clear overview of overall sales performance for a selected date range. It displays the total number of sales orders, total revenue, and month-wise trends through chart and table formats. This report helps businesses quickly understand performance patterns and make informed decisions.

Purpose

The Sales Summary Report helps to:

  • Track and compare monthly sales performance.
  • Review customer details, ordered items, and total order value.
  • Monitor expected delivery dates and fulfillment timelines.
  • Analyze revenue patterns to identify profitable months and sales trends.

Key Benefits

Customer Management

Gain insights into customer buying patterns to strengthen customer relationships and enhance retention.

Inventory Management

Monitor stock movement to ensure product availability and reduce stockouts.

Financial Analysis

Use summarized data to evaluate sales growth, plan investments, and improve profitability.

Delivery Tracking

Track dispatched and pending orders to maintain timely deliveries and customer satisfaction.

Report Views

You can view the Sales Summary Report in two formats:

1. Bar Chart View

The bar chart view displays month-wise sales performance.
It helps you identify peak sales months and track business growth trends visually.

2. Table View

The table view provides detailed monthly summaries.
You can drill down to view:

  • Month → Day → Bill-level details
Note

The date click option is enabled only when the total amount value is available for that date.

How to View the Sales Summary Report

  1. Open Back Office.
  2. Click the Reports section.
  3. Select Sales Summary to open the report.
  4. The system displays the summary for the current date range by default.
  5. To change the period, update the Start Date and End Date.
  6. The report will refresh automatically with the selected range.
Tip

Use Export All or Export Current Page options to download report data in CSV format.

Drill-Down Options

  • Click a Month to view daily sales data.
  • Click a Day to view bill-wise sales data.
  • Click the Back button to navigate to the previous report level.
Important

The Back button appears only when viewing detailed report levels.

Example View

Sales Summary Report Screenshot

The Sales Summary Report gives a comprehensive view of sales across all channels — including both physical stores and online sales — within the selected date range.

O2VEND Sales Summary Report | Monthly & Bill-wise Sales Performance Analysis

Track Sales Performance Effortlessly with O2VEND

Analyze monthly sales trends, generate order summaries, and make data-driven business decisions — all in one platform.