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Sales Reports

Learn how to create sales reports in Hoops

Brad Pengelly avatar
Written by Brad Pengelly
Updated over a week ago

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.

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