Monthly Sales Report

Monthly Sales Report

Monthly Sales Report Overview

Reports -> Sales Reports -> "Monthly Sales Report"

As a sales manager with super-admin rights or a business owner, you must monitor sales and check sales analytics periodically, whether weekly, quarterly, or monthly. Monthly sales help you monitor, evaluate, analyze, and determine sales trends.

FTx Cloud POS provides a monthly sales report with different criteria and custom filter options. The monthly range can be customized. Users can generate the report and check the month's sales amount and sold items.

In this technical document, you will see:
- How to check the monthly sales report
- Check the monthly sales in a chart
- Check the monthly sales data as per the total amount ($) and number of items sold (qty)
- Grouping options to get the monthly data in a specific manner

1. Reaching the "Monthly Sales Report"

To reach the "Monthly Sales Report," follow the below steps: 
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Monthly Sales

Figure 1.1

By clicking "Monthly Sales," you will be redirected to the Monthly Sales Report page, which includes relevant filter options.

 Figure 1.2

You will see the "Report data is empty..." message initially.

2. Generating the "Monthly Sales Report"

Navigate to the Monthly Sales Report page and select the required date range. (Please refer to 3.1 Date & Month Range for more details.) Then, click the "Generate Report" button. The Monthly Sales Report will be generated according to the selected date range and other pre-selected filter options. 


 Figure 2.1

After generating the report, you can see the monthly sales data visualization in the chart as well as in the tabular data:

1. Chart
InfoThe system ticks the Show Chart checkbox by default and displays the chart with the report. The Bar Chart clearly shows your sales for the previous months. Please untick the Show Chart checkbox and click "Generate Report" to remove the chart from the report. 
The month-wise bar chart appears based on the Sale Month Range selection. The values in the bar show either the total selling amounts ($) or the total qty sold per the Show Value As selection.

2. Tabular Information
You can see the data in tabular format based on the selection of the date, month range, and filter options. As per the selection of the month range and the value, the sales data will appear in the individual columns of the months.

3. Report Filter Options

Now, let's see how to set up the report filter options to generate the monthly sales report with specific criteria.

3.1 Date & Month Range

Filter the monthly sales data per the "Date" and "Sales Month Range" selections.
Date: You need to select the date before checking monthly sales data.

Figure 3.1.1
Sale Month Range: Select the month range to view monthly sales data for the last 12 Months, 9 Months, 6 Months, or 3 Months.

Figure 3.1.2
Start Date & End Date: Both fields are non-editable and display the date range based on the Date and Sale Month Range selections.
  1. As Figure 3.1.3 shows, when the Date (for example, 12/01/2024) and the Sale Month Range (for example, 6 Months) are selected, the date range will be established from 07/01/2024 to 12/31/2024. Consequently, the monthly sales report will cover the preceding three months up to the selected month. 

Figure 3.1.3
As per the above Figure 3.1.3, the chart and columns show the monthly sales data for the last six months, considering the Date and Sales Month Range.

3.2 Show Value As

You can check the monthly sales data based on the two different values: Total Sales (Dollars) $ and Total Quantity (Sold Qty). When you navigate to the "Monthly Sales Report" by default, you will see the "Total Sales (Dollars)" option pre-selected.
  1. Total Sales (Dollars): This column shows the total sales value in dollars($) for monthly sales data in the bar chart and tabular data.

Figure 3.2.1
  1. Total Quantity: It shows the total sold items in quantity value for monthly sale data in the bar chart and the data. When you select this option, the Rollup drop-down also appears. 

 Figure 3.2.2
The Rollup drop-down lets you view the parent product and child product quantity in the report in three different ways: As Separate, As Decimal, and As Parent | Child.  


Figure 3.2.3
  1. As Separate: When you select this option, the report shows the parent and child products in separate rows with their respective quantity information. 
  2. As Decimal: When you select this option, the report shows the parent product's name in the Item column and the combined sales quantity as a decimal value. 


Figure 3.2.4
  1. As Parent | Child: When you select this option, the report shows the parent product's name in the Item column and the sales quantity in the Parent Qty | Sales Qty format. This option will not show the graphical chart.  


Figure 3.2.5
  1. Margin (Dollar): When you select the Margin (Dollar) option to generate the report, the system will show the product-wise margin in dollars for each sold product in the report data, as Figure 3.2.6 shows.

Figure 3.2.6
  1. Margin %: When you select the "Margin %" option to generate the report, the system will show the product-wise margin percentage for each sold product in the report data, as Figure 3.2.7 shows.

Figure 3.2.7

3.3 Report Type

You can filter and check the Monthly Sales Report using five filter options: By item, By Department, By Department Group, By Category, and By Manufacturer. 
When you select and navigate to the Monthly Sales Report page, the "By Item" option is pre-selected by default.

Figure 3.3.1

3.3.1 By Item

The By Item option lets you view the monthly sales report based on the items. The system selects this option by default and generates the report as shown in Figure 2.1.

3.3.2 By Department

You can generate and check the monthly sales data for the Departments that are assigned to the different products.

Figure 3.3.2
After selecting "By Department" and generating the reports, you can see the monthly sales data for each Department.

3.3.3 By Department Group

You can generate and check the monthly sales data for the Department Groups, which are groups of multiple departments.
Info
Department Groups are collections of departments, and they can be created from Maintenance -> Departments -> Manage Department Groups.
After selecting "By Department Group" and generating the reports, you can view the monthly sales data by department group.

Figure 3.3.3

3.3.4 By Category 

The By Category drop-down lets you view the sales data based on categories. 
  1. When you select the By Category option, the Category Depth option appears. To generate the report, select the appropriate depth option.

 Figure 3.3.4.1
  1. The report will show the category-wise sales data, as Figure 3.3.4.2 shows. 

Figure 3.3.4.2
3.3.5 By Manufacturer
You can generate and check the monthly sales data for the Manufacturers assigned to the different products.

Figure 3.3.4
After generating the report, you can see the manufacturer-specific monthly sales data.

3.5 Filter Stores & Location Groups

To check the monthly sales data for a specific location and/or location group only, you can set up the location filter option by clicking the button (No filter selected) at the top right.

By clicking that button, a "Manage Filters" window will pop up. from which you will see the following details:
1. You will see the two tabs: "Store" and "Location Group."
2. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of the saved custom filters.

Figure 3.5.1

By clicking that button, a "Manage Filters" window will pop up, from which you will see the following details:

1. You will see the two tabs: "Store" and "Location Group."
2. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of the saved custom filters.
3. You can see the list of stores (locations) and the checkbox. You can search the record by entering the specific store name in the Search edit box.
4. The store record(s) will be selected by ticking the checkbox.
5. After selecting the store records, move the chosen store record(s) under Selected List to the right side by clicking the green-colored right-sided Arrow (>>).

Figure 3.5.2

The selected store record is in the Selected List section. This means that you will only see the sales data in this section when you generate the report.
6. You can remove all the records from the selected list by clicking the "Clear Selection" button. You can remove the record chosen by clicking the "Close" button.
7. When the filter record is selected, you can apply it directly to the report by clicking the "Apply" button or save it for future use.

By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the location filter.

Figure 3.5.3

Please enter the name of the custom filter for location and click the "OK" button to save it.

1. Saved Filter: The saved custom filters will appear in the drop-down menu. You can select the required custom filter from the list to generate the sales report.
2. Manage Saved Filters: You can check and manage the filters by clicking the "Manage Filters" button. A pop-up will list the saved custom filters.


Figure 3.5.4

3.
Select Filter: To generate the desired Department Sales report, select a filter from the list and click the "Select Filter" button.
Delete: You can delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button.

Similarly, by selecting the specific records, you can choose the record(s) for another tab, "Location Group," to generate sales data.


 Figure 3.5.5

3.6 Include In Sales Reporting

The Include in Sales Reporting drop-down menu lets you filter the department sales records by three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. 

Info
What Is "Include In Sales Reporting?"

"Include In Sales Reporting" is a preference available at the department level managed by the "Include In Sales Reporting" button. 
  1. The system will include the department in sales reporting if you activate it.
  2. If you deactivate it, the system will not include the department in sales reporting.
You can activate or deactivate this preference from the respective "Options" tab in "Departments." (Department >> Add/edit a department>> the "Options" tab >> the "Include In Sales Reporting" option). Please refer to Departments to learn more about this preference. 
  1. The Include In Sales Reporting drop-down has three options: "All Departments," "Only Include In Sales Reporting," and "Not Include In Sales Reporting," as Figure 3.6.1 shows. The system selects "All Departments" by default. 

 Figure 3.6.1
  1. Choose "Only Include in Sales Reporting" to view the department sales records with the activated "Include in Sales Reporting" option at the product's department level.
  2. Choose "Not Include in Sales Reporting" to see the department sales records where the "Include in Sales Reporting" option is deactivated at the product's department level.

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

5. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

6. Manage Favorites 

FTx POS Cloud lets you quickly access the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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