Sales Analysis Reports Guide

How to use sales performance reports by date, customer, customer group, item, category, brand, employee, location, counter, and specialized job-linked sales views so management can understand trends and make better decisions.

Sales & CustomersReportsEnd-User Guide

Overview

This guide covers the main sales analysis reports that help you answer questions such as: How much did we sell, which products perform best, who buys the most, which salesperson performs strongest, and which branch or counter delivers the most sales.

Good approach: Start with a broad summary and then move into customer, item, employee, or location reports depending on what you want to explain.

Where to find it

Path: Reports > Sales.

Use this path from the main QBM window. If the command is not visible, confirm that the user has access to the related module and permission for that screen.

Reports Covered

ReportUse It For
Sales Summary / Sales Summary by Date / Daily Sales Summary / Daily Sales Details / Monthly Sales SummaryReview total sales by period and identify daily or monthly trends.
Sales History Summary / Sales History DetailsReview broader historical sales movement over time.
Sales by Customer / Sales by Customer Details / Monthly Sales by Customer SummaryAnalyze customer-level demand and contribution.
Sales by Customer Group Summary / DetailsReview sales performance by customer group where customer grouping is used.
Sales by Item Summary / Sales by Item Details / Monthly Sales by Items SummaryReview which products sell best and which products need attention.
Sales by Items by Customers Summary / DetailsSee which customers buy which products.
Sales by Items by Employees Summary / DetailsSee which employees are selling which products.
Sales by Category Summary / Details / Monthly Sales by Category SummaryReview category performance over a period.
Sales by Brand Summary / DetailsReview brand performance and brand contribution.
Sales by Department Summary / DetailsReview departmental sales performance where departments are used.
Sales by Model Summary / DetailsReview sales by model or product line detail.
Sales by Employee / Sales by Employee Details / Monthly Sales by Employee Summary / Top Sales Persons SummaryReview salesperson performance and contribution.
Sales by Store Summary / Details / Monthly Sales by Location Summary / Top Stores SummaryReview branch or location performance.
Sales by POS Counter Summary / Details / Sales by Counter Summary / DetailsReview retail-counter level sales activity.
Top Customers Summary / Top Selling Items Summary / Top Selling Categories SummaryQuick ranking reports for management review.
ASO Summary by Job / ASO by Job 1 / ASO by Job 2Review specialized sales output by job in businesses that use these custom reports.

Common Filters

Field Or OptionWhat It Means
Date / Date RangeSelect the sales period you want to analyze.
CustomerFocus the report on one customer or customer group.
Customer GroupReview sales performance for a customer segment where customer grouping is maintained.
Item / Category / Brand / Department / ModelAnalyze sales using the product structure that matters to the business.
Employee / SalespersonReview performance by seller or account owner.
Store / Location / CounterReview branch-level or retail-counter level results.
Job / Reference InfoUsed by specialized custom reports that review sales in relation to a selected job.
ViewSome summary reports allow different summary styles or grouping views.

When To Use Which Report

  • Use summary reports when management wants the big picture.
  • Use detailed reports when you need line-level explanation.
  • Use customer reports when you are reviewing revenue by client.
  • Use customer-group reports when management reviews sales by market segment or account class.
  • Use item, category, brand, department, or model reports when you are reviewing product performance.
  • Use employee, store, or counter reports when you are reviewing team or location performance.
  • Use top-ranking reports for quick executive review.
  • Use ASO or other specialized job-linked reports only if your company uses those custom reports.
Note: The ASO reports are specialized custom reports. Not every company will see them in QBM.

Best Practice

  • Keep the same date range when comparing different sales reports.
  • Start wide, then narrow the analysis to the customer, customer group, item, or location level.
  • Use monthly reports for trend review and daily reports for operational control.
  • Do not rely on only one sales report when investigating a performance issue.
  • Use specialized custom reports only when your company understands how those outputs are used operationally.
Important: If a sales total looks unusual, confirm the date range, location filter, customer-group filter, and document status before drawing conclusions.