The Sales Reports module in the OpenScope ERP SAAS admin portal provides comprehensive insights into the sales performance of your business. This section will guide you through the functionalities and features available in the Sales Reports module, allowing you to analyze sales data, track key metrics, and make data-driven decisions.

1. Accessing Sales Reports

To access the Sales Reports module in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/reports/sales.
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Sales Reports module automatically.

2. Available Sales Reports

The Sales Reports module offers a variety of reports to help you gain insights into your sales performance. Some of the commonly available reports include:

Invoices Report: Provides an overview of sales performance, including total sales, top-selling products, and revenue breakdown by customer or product category.

Items Report: Analyzes sales data based on specific products, allowing you to identify the most popular or profitable items.

Payments Received: Provides a breakdown of payments by customer, helping you identify your top customers and their purchasing patterns.

Estimates Report: Tracks sales trends over time, allowing you to identify patterns, seasonal variations, and growth opportunities.

Customers Report: Analyzes sales data based on geographical regions, enabling you to identify high-performing areas and target new markets.

3. Customizing Reports

The Sales Reports module may offer customization options to tailor the reports according to your specific needs. Here are some common customization features:

• Date Range Selection: Choose a specific date range for the sales data to focus on a particular period or compare different time periods.
• Filter Options: Apply filters to the reports based on criteria such as product category, customer segment, or sales representative.
• Data Grouping: Group the sales data by various dimensions, such as product, customer, region, or time period, to gain deeper insights.
• Graphical Visualization: View sales data in visually appealing charts, graphs, or tables for easier interpretation and analysis.

4. Exporting and Sharing Reports

The Sales Reports module often provides options to export the reports in different formats, such as PDF or CSV, for further analysis or sharing with stakeholders. Look for the export options within the module to generate and download the reports in the desired format.

5. Leveraging Insights for Decision Making

The Sales Reports module is a powerful tool for making data-driven decisions to improve sales performance. By analyzing the reports, you can identify trends, assess the effectiveness of marketing campaigns, evaluate product performance, and make informed decisions about pricing, inventory management, and customer targeting.