---
title: "Sales Reports"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/sales-reports"
updated: "2026-05-15"
---

## Sales Reports

ERPNext provides several built-in reports for sales analysis. Run from **Reports → Selling**.

### Sales Analytics

**Sales Analytics** is the headline report — total sales, broken down by your chosen dimension.

| Setting | What |
|---|---|
| **Range** | Yearly / Quarterly / Monthly / Weekly |
| **Tree Type** | Customer / Customer Group / Item / Item Group / Territory / Sales Person / Brand |
| **Period** | The date range |

The output is a pivot table: rows are your chosen tree, columns are time periods, values are totals (Amount, Quantity, or Avg Daily).

**Common uses:**
- "Monthly sales by Customer Group for the year" → Tree = Customer Group, Range = Monthly
- "Top 10 items this quarter" → Tree = Item, Range = Quarterly, sort by Amount
- "Which territory is growing" → Tree = Territory, Range = Quarterly, compare year-over-year

### Sales Funnel

The **Sales Funnel** report shows your pipeline from Lead → Opportunity → Quotation → Sales Order → Invoice → Paid.

It's a conversion funnel: count of records at each stage, with conversion rates between stages.

**Common uses:**
- "How many Leads turn into Sales Orders?"
- "Which stage is bleeding the most opportunities?"
- "Quarter-on-quarter conversion change"

For meaningful funnel data, your team must consistently use Leads and Opportunities (not just jump straight to Quotations or Sales Orders).

### Sales Person-wise Transaction Summary

**Sales Person-wise Transaction Summary** shows performance per Sales Person — orders, invoices, commissions.

| Column | Meaning |
|---|---|
| Sales Person | The salesperson |
| Total Quantity | Items sold |
| Total Amount | Net revenue attributed to them |
| Commission | Calculated based on the Sales Person's commission rate |

For this to work:
- Sales Persons must be created as records
- Each Customer or Sales Order has Sales Persons assigned (you can split commission across multiple)

### Sales Register

A flat list of all Sales Invoices in the period, with customer, amount, tax, payment status. The detailed audit view — useful for VAT preparation and reconciliation.

### Inactive Customers

Shows customers with no recent orders — useful for win-back campaigns.

| Setting | Default |
|---|---|
| **Days Since Last Order** | 90 |

### Customer Acquisition and Loyalty

Splits sales between New Customers (their first order in the period) and Repeat Customers — measures sales-team performance on new business vs account growth.

### Item-wise Sales History

Shows every Sales Order / Invoice line for an item across the period. Useful for:
- "Did we discount this item too much?"
- "Who bought this seasonal item last year?"
- "Pricing trend over time"

### Quotation Trends

**Quotation Trends** shows quotation volume over time and conversion rates.

### Custom reports

For numbers ERPNext doesn't ship out-of-the-box, build a **Report Builder** report (no code) or ask Prilk support for a Custom Query Report.

### Exporting

All reports export to CSV / XLSX / PDF via **Menu → Export**. Useful for board meetings and offline analysis.

### Scheduling

Any report can be emailed on a schedule via **Set → Auto Email Report**:
- Daily sales summary to the sales manager
- Weekly pipeline review to the CEO
- Monthly customer acquisition to the board