Sales Profit Summary Report

This report shows profit and additional financial summary for sales. Services, gift cards and non-inventory products are not included on the report. Use this report to see an overview of amount invoiced, paid, COGS, profit, markup, gross margin and FX gains/losses per order or per customer. The output does not show product details.


NOTE: Products with Type = Service, Gift Cards, or Non-Inventory are not included in this report.


Prerequisite:


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

Time PeriodAllow user to select the time period from a list of options are set custom a custom date range.
Show COGSChoose whether COGS are calculated from only COGS with the selected time period or all COGS on record.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 


Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report. 


Fields
CustomerCustomer name
Order #Sale Order number identifying the sale
Invoice #Invoice number identifying sale invoice
Invoice DateInvoice authorisation date
Credit Note #Credit note number if applicable
Credit Note DateCredit note authorisation date if applicable
Sales Representative
Name of sales representative associated with the sale
DuePayment amount due (Invoice - Paid)
Due Date
Date when invoice is due for payment
Customer TagsComma-separated customer tags
Customer Additional Attribute 1-10
Values of customer additional attributes
Shipment DateDate of the shipment
Shipping Address 1
Shipment address line 1
CityShipment address city
State
Shipment address state
Country
Shipment address country
PostcodeShipment address postcode
Ship ByRequired by date from sale document header
Data Headers
OrderedTotal of sale order including tax in base currency
SaleTotal of sale order excluding tax in base currency
InvoiceTotal of invoice - Total of credit note including tax in base currency
PaidTotal Paid - Total Refunded in base currency
COGSCost of Goods Sold in base currency
JournalsTotal of all Additional Transactions associated with the sale in base currency
ProfitProfit = Sale - COGS. In base currency.
Profit less JournalsProfit - Journals in base currency
Gross MarginGross Margin = (Sale - COGS) * 100 / Sale. In base currency. If Sale or COGS is 0 it will show as N/A
MarkupMarkup = Gross Margin / (1 - Gross Margin). In base currency. If Sale or COGS is 0 it will show as N/A
FX Gain/LossForeign Exchange gains and losses



NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 

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