Sales figures without building a spreadsheet first.
The invoices are already in the system, so the reports are too. Open them whenever you want to know how sales are going.
See how sales are going without building a spreadsheet first.
Revenue per month, per salesperson, per product and per country, straight from the invoices. Follow open quotes, what has been invoiced and what is still unpaid, and compare with last year.
Sales reports and metrics
Revenue per month
See the trend over the year and compare with the same period last year.
Per salesperson
Who sold what, based on the invoices that carry their name.
Per product and service
Which products and agreements bring in the revenue.
Per country
Domestic, EU and export sales side by side.
Open quotes
The value of quotes that are out and not yet signed.
Unpaid invoices
What has been invoiced and is still open, and how old it is.
Four steps
- Quote and invoice as usualNothing extra to enter.
- Open the reportsChoose the period and the view.
- Drill downGo from a total to the invoices behind it.
- ShareExport the figures for a meeting or for your accountant.
Questions and answers
Where do the figures come from?
From issued invoices and quotes in the system. Nothing is typed in separately, so the report always matches the invoices.
Can salespeople see each other's figures?
That depends on the rights you set. You can keep the full report for management.
Do the reports match the books?
Yes. Revenue in the reports is the revenue booked from the same invoices.
Goes together with
Quotes and invoices
Turn an agreed quote into an invoice without retyping anything.
Read more →Access ControlUser rights
Let everyone work in the same system and see only what they should.
Read more →Recurring RevenueService agreements and renewals
Never forget to invoice a contract that renews.
Read more →Ready for a calm back office?
Try the whole program in the live demo, filled with sample quotes, invoices, books and a VAT return. No sign-up, no email, no credit card.