Sales analytics

Every invoice, return, purchase and expense sliced by time — all sales, hourly, daily, monthly and yearly — with selectable series and CSV export.

Steps

Pick a view from the tabs: All sales, Hourly, Daily, Monthly or Yearly.
Tick the Series to plot (Sales, Sales profit, Paid sales, Credit sales, Expense, Purchase, returns, Sales loss); All selects every series.
In All sales, use the 1M / 3M / 6M / 1Y presets or drag the window under the chart (or its edges) to scroll and zoom.
Check Transactions in window to see the documents behind the chart for the selected range.
In Hourly, read the Day × hour heatmap (darker = higher value) to find your peak hour.
Click Export CSV on any table to download its rows.

If no series is ticked the chart is empty — tick at least one series above.
Your series selection is remembered on this device.
In Yearly, the current year is year-to-date, so compare it carefully with full past years.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Analytics & BI module. Learn more

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