In this lesson, you will learn how to generate sales invoice trends under profitability in Parsimony.com.
The sales invoice trends report provides a detailed analysis of sales invoices generated over a specific period. It helps businesses to understand the sales patterns, identify their best selling products or services, and determine their revenue streams.
To generate the sales invoice trends report in Parsimony.com, follow these steps:
- Log in to your Parsimony.com account and go to the “Reports” tab.
- Under the “Profitability” section, select “Sales Invoice Trends.”
- Choose the time period for which you want to generate the report.
- Select the customer or customer group for which you want to generate the report (optional).
- Select the sales item or sales item group for which you want to generate the report (optional).
- Click on the “Generate Report” button.
Once you click on the “Generate Report” button, the system will generate the sales invoice trends report. The report will provide you with a detailed analysis of the sales invoices generated over the selected period, including the total sales amount, number of invoices, average sale value, and other relevant information.
You can also download the report in different formats like Excel, PDF, or CSV and customize it as per your requirement. The sales invoice trends report can help you gain valuable insights into your business’s sales performance and make informed decisions.