You can create sales reports for different periods based on the following information:
Date range - the date range for the report
Sales per User - this will collate the sales figures by each Hoops user
Sales per Customer - this will collate the sales figures for the chosen period by each customer
Any quote which is converted to a job will be added to the totals of this report.
The report is made of the following pieces of financial data:
Total Decoration Sales - the revenue from decoration sales (this is information added as a Decoration inside the Price Builder)
Total Product Sales - the revenue from product sales (this is information added as a Product inside the Price Builder)
There can be a gap within the totals, the gap is the amount of Additional Cost sales as well as any line items on quotes which have not used the Price Builder.