Sales overview
Three views onto your sales โ by bill, by product, by category.
Open in dashboardSales
Overview
Organization -> Sales is the single source of truth for everything that's been rung up. Three tabs give you three different angles: Bills (one row per sale), Products (aggregate performance per product), and Categories (aggregate per category).
When to use it
- Looking up a specific transaction or answering a customer question
- Reviewing which products and categories drove revenue this period
- Exporting sales data for bookkeeping or an accountant
- Spotting reverted sales and reconciling payment methods
How to use it
Video tutorial coming soon
- Open Sales from the sidebar.
- Pick branches (multi-select) and a date range in the page header. Both persist.
- Switch between the three tabs:
- Bills โ every sale as its own row, with filters and full invoice access.
- Products โ aggregated per product, with 17 sort options.
- Categories โ aggregated per category (and category group).
- On Products and Categories, the Copy-as-TSV button hands you a spreadsheet-ready export.
Tips & gotchas
- Filters, sorts, and the selected tab don't share state โ switching tabs resets tab-specific filters.
- The branch + date range header filters stay consistent across all three tabs.