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 need to keep an eye on the sales and check the sales analytics periodically on a weekly, quarterly, or monthly basis. Monthly sales help to monitor, evaluate, analyze, and determine sales trends on a monthly basis.
FTx Cloud POS provides a monthly sales report with different criteria and custom filter options. You can customize the monthly report by customizing the monthly range. The users can generate the monthly report and check the sales amount and sold items for the month.
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 ($) and number of items sold (qty)- Grouping options to get the monthly data in a specific manner
1. Reaching the Monthly Sales Report
To reach the "Monthly Sales" report, follow the below steps:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
- Step 4: Choose Sales Reports
- Step 5: Choose Monthly Sales
Figure 1.1
By clicking "Monthly Sales," you will be redirected to the "Monthly Sales Report" page with relevant filter options.
Figure 1.2
You will see the "Report data is empty..." message initially.
2. Generate Top Sellers Report
When you navigate to the "Monthly Sales Report" page, you will get some of the options pre-selected by default. By clicking the "Generate Report" button, the monthly sales report will be generated as per the selection of the date range and pre-selected filter options.
Figure 2.1
After generating the report, you can see the monthly sales data visualization in the chart as well as in the tabular data:
1. Chart
The month-wise bar appears as per the selection of the "Sale Month Range." The values in the bar show either the total selling amounts ($) or total qty sold as per the "Show Value As" selection.
The Bar Chart gives clear visibility and comparison that how was your sales for the previous months.
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 as per the "Date" and "Sales Month Range" selections.
Date: You need to select the date before that you want to check monthly sales data.
Figure 3.1.1
Sale Month Range: Select the month range to get the monthly sales data for the last "12 Months," "9 Months," "6 Months," and "3 Months."
Figure 3.1.2
Start Date & End Date: Both fields will be non-editable and just display the date range. The date range is displayed based on the "Date" and "Sale Month Range" selections.
As per "Figure 3.1.3,"
Once the "Date" (i.e., 11/16/2022) and "Sale Month Range" (i.e., 3 Months) are selected, the date range will be set from 09/01/2022 to 11/30/2022 which means the monthly sales report will be generated for the last 3 months considering before the date of 16/11/2022.
Once the "Date" (i.e., 11/16/2022) and "Sale Month Range" (i.e., 3 Months) are selected, the date range will be set from 09/01/2022 to 11/30/2022 which means the monthly sales report will be generated for the last 3 months considering before the date of 16/11/2022.
Figure 3.1.3
As per the above "Figure 3.1.3." You can see the monthly sales data in the chart and in the columns for the last three 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.
Total Sales (Dollars): It shows the total sales in dollar ($) value for monthly sale data in the bar chart as well as in the tabular data.
Figure 3.2.1
Total Quantity: It shows the total sold items in quantity value for monthly sale data in the bar chart as well as in the tabular data.
Figure 3.2.2
3.3 Report Type
You can filter and check the Monthly Sales Report based on these 3 filter options: Group By Item | Group By Department | Group By Department Group | Group By Manufacturer
When you select and navigate to the "Monthly Sales Report" page, by default, the "Group By Item" will be pre-selected.
Figure 3.3.1
Group 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 "Group By Departments" and generating the reports, you can see the monthly sales data as per departments.
Group By Department Group
You can generate and check the monthly sales data for the "Departments Groups," which are groups of multiple departments.
Department Groups are the collection of the departments and can be created from Maintainance -> Departments -> Manage Department Groups.
After selecting "Group By Departments" and generating the reports, you can see the monthly sales data as per department groups.
Figure 3.3.3
Group By Manufacturer
You can generate and check the monthly sales data for the "Manufacturers" that are 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 Locations & L. 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) on the top-right side.
By clicking that button, a "Manage Filters" window will pop up from where 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 where 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) along with the checkbox. You can search the record by entering the specific store name in the "Search" edit box.
4. By ticking the checkbox, the store record(s) will be selected.
5. After selecting the store records, move the selected store record(s) under "Selected List" to the right side by clicking the green color right-sided arrow (>>).
Figure 3.5.2
You can see the selected store record in the "Selected List" section. It means, when you generate the report, you will get only the sales data that is under the "Selected List" section.
6. You can remove all the records from the selected list by clicking the "Clear Selection" button. You can remove the selected record by clicking the "Close" button.
7. When the filter record is selected, you can directly apply for the report by clicking the "Apply" button, or you can 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
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 selection. 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. By clicking on it, you will see the listing of the saved custom filters in a pop-up.
Figure 3.5.4
3.
Select Filter: Select any filter from the list to generate the desired Department Sales report. You must select the filter from the list and click on 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.
In a similar way, you can select the record(s) for another tab, "Location Group" to generate sales data by selecting the specific records.
Figure 3.5.5
3.6 Add to Sales
Let's check the monthly sales data based on whether the department is "Added to Sales" or "Not added to Sales."
There's one setup (Add To Sales) at the department level. You can disable that setup if you don't want to include the items from that department in the sales reports.
You will see the three options from the "Add To Sales" drop-down: All Departments | Only Add to Sales | Not Added to Sales. The "All Departments" option is pre-selected by default.
Figure 3.6.1
If you want to check the data of the departments that have the "Add To Sales" option enabled, select the "Only Add to Sales" option from the drop-down and generate the report.
But if you want to check the summary sales data of the departments having the "Add To Sales" option disabled, select "Not Added to Sales" and generate the report.
In this way, you can set up multiple custom filter options at the same time to get the required Monthly Sales Report.
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