Sales Reports

The Sales Reports feature provides insights into your purchasing and sales performance.

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Key Highlights

• Track metrics like average sales price, sales quantity, net profit, and profit rate.

• Compare sales and purchase data to identify trends and opportunities.

• Use data to identify underperforming items and/or adjust pricing accordingly.

Sales Reports only include transactions recorded through the Purchases & Sales menus. Transactions made through regular inventory actions like Stock In or Stock Out aren’t included.

Sales Report Tabs

BoxHero organizes sales data through two distinct tabs:

A. Profit Analysis

Your team's profit is calculated based on completed sales order records. If you use only the Sales feature without recording Purchases, you can still view profit results in this tab.

Get insights into your team's profitability with these key metrics:

Average Sales Price	Sales amount ÷ Sales quantity
Sales Quantity	The total number of items sold.
Sales Amount	Sales quantity × Sales price * Sales price is the price listed on the sales order.
Return Quantity	The number of items returned and added back to stock.
Return Amount	Return quantity × Refund price * Refund price is the price listed on the return order.
Revenue	Sales amount − refund amount
Net Profit	Revenue − (Cost × (Sales quantity − Return quantity)) * Cost is the purchase price listed in the item details.
Profit Margin (%)	Net profit ÷ Revenue

Notes on Profit Analysis metrics:

• Sales amount includes discounts and taxes.

• If you update an item’s cost, net profit is recalculated based on the updated purchase price.

• Only items with sales activity during the selected period are shown.

• Return quantity is reflected in profit calculations based on the date the return was processed.

B. Sales Summary

Sales summary data is calculated based on completed purchase orders (POs) and sales orders (SOs). If you use both the Purchases and Sales features, you can view the results in this tab.

Evaluate your purchase and sales performance with the following metrics:

Sales Quantity	The total number of items sold.
Sales Amount	Sales quantity × Sales price * Sales price is the price listed on the sales order.
Purchase Quantity	The total number of items purchased.
Purchase Amount	Purchase quantity × Cost * Cost is the price listed on the purchase order.
Return Quantity	The number of items returned and added back to stock.
Refund Amount	Return quantity × Refund price * Refund price is the price listed on the return order.
Revenue	Sales amount − Refund amount
Gross Profit	Revenue − Purchase amount

Select View by Partner to see sales by specific customers and suppliers for the selected period.