The Best Tool for Sales Tracking.
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To meet different reporting needs, there are various types of sales report formats available:
Track the revenue generated from each product to understand top-performing items and make data-driven stocking and marketing decisions.
Our Product-Wise Sales Report provides a comprehensive snapshot of sales performance across all your products, empowering you with key insights into market trends, sales distribution, and revenue generation. Organized to help you understand each product's contribution to your overall sales, this report breaks down:
Get an idea of the total number of invoices and revenue achieved through every category of product with separate sales of B2B and B2C.
Be aware of which products work best for you with some of the states that will come along with detailed region-specific sales to help you plan in your inventory and also market.
Track GST rates and total taxable amounts to streamline tax reporting and ensure compliance with ease.
Dive into each product’s sales metrics, including invoice totals, tax details, and quantities sold, to see which items drive the most value.
Understand at a glance the quantity of sales and revenue involved in each Harmonized System Nomenclature (HSN) code , representing an overview of category-wise sales.
The report helps you make more efficient decision-making and helps you formulate data-driven solutions and inventory management, marketing strategy, and strategic growth strategy.
Our Service-Wise Sales Report provides a detailed look at the performance of your service offerings, giving you essential insights into sales volume, revenue, and profitability. This report is ideal for businesses aiming to analyze service-based revenue streams and enhance customer satisfaction. Key highlights include:
See a clear breakdown of each service, including total sales quantity, cost of goods sold (COGS), and gross revenue. Track which services are generating the highest returns.
Get insights into gross margins to understand the profitability of each service. This allows for precise adjustments in pricing or promotional strategies to boost profitability.
Dive into SKU-level data for each service, including purchase rates, unit pricing, and descriptions. This information helps you stay informed on service performance metrics and optimize for growth.
Ensure seamless tax management with GST details and tax-exclusive breakdowns, making compliance straightforward and organized.
This report is designed to give you a holistic view of service-based sales, enabling strategic planning and boosting service offerings that maximize value for your business.
Monitor sales related to inventory items, ensuring efficient stock levels and pinpointing inventory trends to avoid overstocking or shortages.
Our Inventory-Wise Sales Report delivers an in-depth analysis of your stock movement, helping you stay on top of inventory performance and financial health. This report is tailored for businesses aiming to manage stock levels efficiently while boosting profitability. Here’s what it includes:
Track each product’s sales metrics, including quantities sold, unit prices, and total amount date wise. This data enables you to identify high-performing items and optimize inventory for customer demand.
View sales details by client type—whether within your state, inter-state, or export—giving you a clearer picture of regional performance and customer demand.
Access summaries by SKU, displaying total quantities, unit prices, and revenue. This overview helps streamline inventory planning and align stock levels with sales trends.
Easily track GST and other tax details for each item, ensuring accurate tax reporting and regulatory compliance.
With these insights, our Inventory-Wise Sales Report empowers you to make data-driven decisions that optimize stock levels, minimize holding costs, and enhance profitability across your inventory.
Our Client-Wise Sales Report provides a detailed breakdown of sales performance for each client category, helping you understand your business’s reach and optimize client relations. This report is designed to enhance client-specific strategies and streamline your financial insights. Key features include:
Analyze sales data across various client categories, including same-state GST clients, non-GST clients, interstate, and export clients, offering a clear view of sales distribution and client engagement.
Monitor GST components—IGST, CGST, and SGST—associated with each client’s transactions, ensuring accurate reporting and simplified tax compliance.
Quickly identify unpaid, overdue, and fully paid balances for each client, improving cash flow management and prioritizing collections effectively.
Access total amounts, taxable amounts, and breakdowns of various tax categories for each client, helping you gauge client-specific profitability and identify opportunities for growth.
This Client-Wise Sales Report is an essential tool for tailoring services to client needs, managing finances more effectively, and driving stronger, data-driven client relationships.
See which team members drive the most sales, allowing you to reward top performers and identify training needs across your sales team.
Gain insights into sales performance with the User-Wise Sales Report, designed to provide a comprehensive view of individual customer transactions over a defined period. This report details each client's sales data, including taxable amounts, GST components (IGST, CGST, SGST), and other relevant charges.
View total and taxable amounts per client, helping you monitor revenue flow from each customer individually.
Analyze tax components across states, distinguishing between GST and Non-GST sales.
Check payment statuses (paid, overdue, unpaid), enabling effective credit control and follow-ups.
This report is an essential tool for optimizing your sales strategy, assessing client value, and ensuring timely payments to maintain a healthy cash flow.
Streamline your reporting process and make informed decisions with formats designed to highlight key sales metrics effortlessly.
*Free & Easy - no hidden fees.
The backbone of a business, which looks to make well-informed decisions about the revenues being generated and how to optimize its sales strategy, always requires the ability to monitor its sales performance.
It is in this regard that a sales report format enables a business to have its eye on the data for making an informed decision on the trend or other performance metrics.
In this blog, we discuss the benefits of a free sales report format, how to maximize its utility, and insights into important reporting features.
A free sales report format offers several key advantages for businesses, including:
Get a detailed view of your company's sales activities, highlighting strengths and areas for improvement.
By tracking key performance indicators (KPIs), you can assess which strategies are working and where adjustments are needed.
Use historical data to forecast future revenue, helping you anticipate sales trends and plan for growth.
A clear sales report enables better decision-making, giving you data-backed insights into your sales funnel and team performance.
The free sales report format is customizable, allowing you to tailor it to your unique sales process. Here’s a step-by-step guide:
In the ‘Reports’ menu, go into Inventory Section. There will be showing five types of sales reports.
Select a date from to till the date you want data.
Click on Export button, a small window will appear you have to click on download button and it will send on integrated email also.
Using a sales report format comes with numerous advantages, especially when supported by a solution like Sleek Bill, which offers additional features:
Organize all customer data, from contact information to purchase history, in one place, making it easy to track sales and customer interactions.
Collaborate seamlessly with your team, share updates, and keep everyone aligned on sales goals and progress.
Get a clear view of each stage of your sales funnel, making it easier to prioritize leads and manage your pipeline effectively.
Master the numbers with an in-depth look into conversion rates, deal sizes, and team performance, helping you refine sales strategies.
While a template provides an initial structure, Sleek Bill offers tools that enhance the sales reporting experience:
A free sales report format is a valuable tool for any business looking to gain insights into sales performance, improve strategies, and forecast revenue. With customizable options, templates help you focus on the metrics that matter most, while tools like Sleek Bill enhance the process with automation, collaboration, and customer management features. Embrace the benefits of structured reporting to drive growth and make informed decisions based on real sales data.
GST Invoice Format
Requirements for invoice templates in GST.
GST Billing Benefits
Advantages & benefits of the new tax system.
GST Bill of Supply
Requirements for composition scheme documents.
GST Billing Software
GST features in online billing software.
GST Online Advantages
Benefits of online over offline invoice software.
GST Credit Note
Find out when and how to issue GST compliant credit notes.
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