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Lead Management Intermediate 5 min read

Sales Tracking and Reports

Monitor sales performance and export detailed reports

Sales Tracking and Reports

Track your sales performance, analyze trends, and export reports for accounting and analysis.

Accessing Sales

  1. Click Sales in sidebar
  2. View sales dashboard
  3. See recent transactions

Sales Overview

Dashboard Metrics

Key stats displayed:

  • Total revenue
  • Number of sales
  • Average order value
  • Sales this period

Time Periods

View sales by:

  • Today
  • This week
  • This month
  • Custom date range

Viewing Sales

Sales List

Each sale shows:

  • Date and time
  • Customer/Lead name
  • Products purchased
  • Total amount
  • Payment status

Sale Details

Click any sale to see:

  • Full order breakdown
  • Payment information
  • Customer details
  • Related lead profile

Filtering Sales

By Date

  1. Click date picker
  2. Select start date
  3. Select end date
  4. View filtered results

By Status

Filter by payment status:

  • Completed
  • Pending
  • Failed
  • Refunded

By Product

See sales for specific products:

  1. Click product filter
  2. Select product(s)
  3. View related sales

Sales Reports

Generate Report

  1. Set your filters
  2. Click Export
  3. Choose format
  4. Download report

Report Formats

Available formats:

  • CSV (spreadsheet)
  • PDF (printable)

Report Contents

Reports include:

  • Transaction details
  • Customer information
  • Product breakdown
  • Payment methods
  • Totals and summaries

Sales Analytics

Revenue Trends

View revenue over time:

  • Daily breakdown
  • Weekly comparison
  • Monthly trends

Top Products

See best sellers:

  • Most sold items
  • Highest revenue products
  • Popular categories

Customer Insights

Understand buyers:

  • Repeat customers
  • Average spend
  • Purchase frequency

Connecting to Accounting

Export for Accounting

  1. Filter desired period
  2. Export as CSV
  3. Import to accounting software

Integration Options

Connect with:

  • QuickBooks
  • Xero
  • Excel/Sheets

Best Practices

  1. Review regularly - Check sales daily or weekly
  2. Export monthly - Keep records for accounting
  3. Track trends - Watch for patterns
  4. Follow up - Contact leads after sales
  5. Analyze products - Know what sells best