Sales Reports

Click on the links to jump to a report category!

Sales By Date 

Sales by Client 

Sales by Employee 

Sales by Employee Department

Sales by Employee Type

Sales by Inventory 

Sales by Inventory Class 

Sales by Inventory Department 

Sales by Inventory Type

Sales by Leadesource 

Sales by Manufacturer 

Sales by Pet (Paws) 

Sales by Pet Breed (Paws)

Sales by Pet Type (Paws)

Sales by Vendor 

Sales By Reports 

Sales Reports are organized by categories with reports under each category's dropdown. Categories are the initial sorting for the report. The categories determine how information is grouped in the report.

Each report requires one additional sort which is indicated by the subtotal by report but can be changed in the report options. The First Additional Sort is the first column of your report. A Second Additional Sort would be the second column of your report.

Sales by Date 

The Sales by Date Report category features reports that display information about inventory items sold to clients in Envision Cloud, grouped by date. These reports can be helpful in gathering data regarding sales for specific seasons or after a change within your business. 

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Summary 

Sales by Client 

The Sales by Client Report categories display information about inventory items sold to clients in Envision Cloud, grouped by client. These reports are helpful as they can display how much clients are spending and what types of inventory they're purchasing!

 

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Sales by Employee 

The Sales by Employee Report category offers information about inventory items sold to clients in Envision Cloud, grouped by the employee. These reports can show you which employees are leading in sales for a set period of time!

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Summary

Sales by Employee Department

The Sales by Employee Department category of reports shows information about inventory items sold to clients in Envision Cloud, grouped by the employee department. These reports can show you which department is leading sales for a set period of time. sales_by_employee_dept_subtotal_by_inventory.png

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Summary 

Sales by Employee Type

The Sales by Employee Type category of reports features details about sales made in Envision Cloud, grouped by Employee Type. These reports are a great way to see the types of sales and amount of sales different employee types are bringing in. 

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Summary

Sales by Inventory 

The Sales By Inventory Report category shows information about inventory items sold to clients in Envision Cloud, grouped by the inventory item. With these reports, you can see which inventory items are selling most successfully in your business!

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Summary 

Sales by Inventory Class 

The Sales By Inventory Class Report category shows information about inventory items sold to clients in Envision Cloud, grouped by inventory class. With these reports, you can determine the popularity of certain inventory classes within your business.

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Sales by Inventory Department 

The Sales By Inventory Department Report category shows information about inventory items sold to clients in Envision Cloud, grouped by the inventory department. With these reports, you can track the performance of varying inventory departments. 

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Summary

Sales by Inventory Type

The Sales By Inventory Type Report category shows information about inventory items sold to clients in Envision Cloud, grouped by inventory type. With these reports, you can gauge which inventory types are generating the most sales!

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Sales by Leadsource 

The Sales By Lead Source Report category shows information about inventory items sold to clients in Envision Cloud, grouped by lead source. These reports are particularly valuable as it allows you to see how the ways clients find out about your business translate into sales! If a certain lead source like Facebook seems to generate the most sales, it could be beneficial for your business to invest more in that social media channel. 

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Sales by Manufacturer 

The Sales By Manufacturer Report category shows information about inventory items sold to clients in Envision Cloud, grouped by manufacturer. These reports allow you to view which items from certain manufacturers are the most popular with your clients, helping you decide where to reorder from next time!

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Sales by Pet (Paws) 

The Sales by Pet Report category allows pet grooming businesses to track and compare sales by pet. This category holds a wealth of information regarding buying habits, popular inventory items, and more! 

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Sales by Pet Breed (Paws)

The Sales by Pet Breed Report category allows pet groomers to determine which services and retail items are most popular with particular breeds. 

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Sales by Pet Type (Paws)

The Sales by Pet Type category allows pet groomers to determine which services and retail items are most popular with pet types like cats, dogs, etc. 

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Summary

Sales by Vendor 

The Sales By Vendor Report category shows information about inventory items sold to clients in Envision Cloud, grouped by vendor. With these reports, you can determine which vendor items generate the most sales for your business! 

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Summary

 

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