Sales Reports

Sales Reports

ERPNext provides several built-in reports for sales analysis. Run from Reports → Selling.

Sales Analytics

Sales Analytics is the headline report — total sales, broken down by your chosen dimension.

The output is a pivot table: rows are your chosen tree, columns are time periods, values are totals (Amount, Quantity, or Avg Daily).

Common uses:

• "Monthly sales by Customer Group for the year" → Tree = Customer Group, Range = Monthly
• "Top 10 items this quarter" → Tree = Item, Range = Quarterly, sort by Amount
• "Which territory is growing" → Tree = Territory, Range = Quarterly, compare year-over-year

Sales Funnel

The Sales Funnel report shows your pipeline from Lead → Opportunity → Quotation → Sales Order → Invoice → Paid.

It's a conversion funnel: count of records at each stage, with conversion rates between stages.

Common uses:

• "How many Leads turn into Sales Orders?"
• "Which stage is bleeding the most opportunities?"
• "Quarter-on-quarter conversion change"

For meaningful funnel data, your team must consistently use Leads and Opportunities (not just jump straight to Quotations or Sales Orders).

Sales Person-wise Transaction Summary

Sales Person-wise Transaction Summary shows performance per Sales Person — orders, invoices, commissions.

For this to work:

• Sales Persons must be created as records
• Each Customer or Sales Order has Sales Persons assigned (you can split commission across multiple)

Sales Register

A flat list of all Sales Invoices in the period, with customer, amount, tax, payment status. The detailed audit view — useful for VAT preparation and reconciliation.

Inactive Customers

Shows customers with no recent orders — useful for win-back campaigns.

Customer Acquisition and Loyalty

Splits sales between New Customers (their first order in the period) and Repeat Customers — measures sales-team performance on new business vs account growth.

Item-wise Sales History

Shows every Sales Order / Invoice line for an item across the period. Useful for:

• "Did we discount this item too much?"
• "Who bought this seasonal item last year?"
• "Pricing trend over time"

Quotation Trends

Quotation Trends shows quotation volume over time and conversion rates.

Custom reports

For numbers ERPNext doesn't ship out-of-the-box, build a Report Builder report (no code) or ask Prilk support for a Custom Query Report.

Exporting

All reports export to CSV / XLSX / PDF via Menu → Export. Useful for board meetings and offline analysis.

Scheduling

Any report can be emailed on a schedule via Set → Auto Email Report:

• Daily sales summary to the sales manager
• Weekly pipeline review to the CEO
• Monthly customer acquisition to the board