Sales Analytics
Purpose
Get a clear, detailed view of your shop’s daily and monthly sales performance — revenue trends, taxes, discounts, top-selling products, loyal customers, and payment insights — all in one analytical dashboard.
The Sales Analytics page helps you evaluate performance over any date range, compare months, and understand which products or customers drive your business, allowing you to make better inventory, pricing, and staffing decisions.
🧭 What this feature shows
1. Period summaries & totals
Total Sales – Total value of sales for your selected date range.
Items Sold – Number of individual products/services sold.
Total Tax Collected – All GST/VAT or other taxes collected during that time.
Total Discounts – Sum of all discounts or promotions applied.
2. Daily Sales Chart
Line graph that visualizes day-by-day sales volume.
Helps identify growth patterns, quiet periods, or anomalies.
3. Monthly Comparison Summary
Automatically compares Current Month vs Previous Month:
Total sales difference.
Most sold product.
Top customer (by amount spent).
Biggest single sale.
Highlights improvement or decline in core performance metrics.
4. Detailed Filters
Start & End Dates — select any range.
Payment Method Filter — view specific payment sources (cash, UPI, card, crypto, etc.).
Reset / Apply Filters — instantly regenerate data with one click.
5. Recent Sales Table
Displays all recent transactions matching your filter.
Each record includes sale date, invoice number, customer name, payment type, and total amount.
Direct links to view full sale or customer details.
6. Export & Navigation Shortcuts
Quick links to Add Sale, Tax Details, Show All Sales, and Back to Dashboard.
Export-ready tables — easily download for accounting or audit.
👥 Who should use this
Shop Owners / Franchise Managers Monitor performance across days and months, compare branches, and spot what’s working or lagging.
Store Managers Identify top-selling items, busy days, or underperforming product lines to optimize inventory and promotions.
Accountants / Finance Teams Verify daily totals, reconcile tax reports, and export sales summaries for filing or audits.
Marketing / Business Development Teams Track trends before and after campaigns, understand customer behavior, and analyze loyalty impacts.
⚙️ How it works (high level)
Data aggregation — The system fetches all sales records from your shop’s database (based on the selected filters).
KPI calculations — Totals for sales, taxes, discounts, and quantities are computed automatically.
Chart preparation — Daily totals are plotted in a line chart for easy trend visualization.
Monthly comparisons — The system compares this month’s data with the previous month to highlight performance shifts.
Dynamic filtering — Changing any filter (date, payment method, etc.) instantly regenerates the view.
Linked navigation — Each sale, product, or customer entry links to its detailed record page.
🪜 How to use — step-by-step
Go to Store → Sales Analytics for your claimed shop.
Select your date range or specific payment method filter (e.g., “Cash” or “UPI”).
Review the summary cards for total sales, tax, discounts, and items sold.
Scroll to the Daily Sales Chart to visualize sales trends day-by-day.
Analyze the Monthly Comparison Section to see growth or decline.
Check Recent Sales for transaction-level detail — click an invoice or customer name to open full details.
Export your report for accounting or tax filing as needed.
📊 How to interpret results (actionable insights)
Total Sales
Overall business performance for the selected period.
Compare to previous period to assess growth or decline.
Items Sold
Product movement / sales volume.
Track slow movers or reorder fast-moving stock.
Total Tax Collected
Compliance & GST tracking.
Ensure proper filing and verify tax category accuracy.
Total Discounts
Promotions’ financial impact.
Analyze if discounts are increasing conversions or hurting margins.
Daily Sales Chart
Day-by-day performance.
Identify peak days; plan staff and stock accordingly.
Top Customer
Who spends the most.
Reward loyal buyers with special offers or loyalty points.
Most Sold Item
What’s driving sales.
Keep it in stock, upsell it, or feature it in promotions.
Biggest Sale
Highest-value transaction.
Understand what made it successful (bundle, timing, etc.).
✅ Recommended actions
Review daily sales every morning — confirm totals match POS and payment gateways.
Track discounts — ensure promos drive conversions, not just lower revenue.
Check tax summaries — verify correct GST/Tax rate application before filing.
Use top-customer data — run loyalty campaigns and personalized offers.
Compare months — analyze which products, days, or offers increased sales.
Optimize payment channels — identify preferred payment types and ensure smooth UPI/card processing.
Watch for low activity days — investigate reasons (staff shortage, stockout, pricing, etc.).
📤 Exporting & Reporting
Show All Sales → Opens complete historical sales list.
Export sales data as CSV or PDF for accountants.
Integrate reports into bookkeeping or tax software.
Generate monthly GST reports directly from totals.
Optionally schedule exports or automated emails (recommended for large stores).
🗓️ Recommended cadence
Daily
Review total sales, compare with yesterday, and check payment splits.
Weekly
Identify top items, refunds, or unusual discounts.
Monthly
Compare current vs previous month; check tax and total sales changes.
Quarterly
Review customer retention and payment trends for strategy updates.
🔍 Special advantages for a brick-and-mortar shop owner
360° visibility: Real-world + online transactions visible in one place.
Payment tracking: Monitor UPI, card, and cash trends — know what your customers prefer.
Inventory signals: Cross-check sales vs stock to plan restocking.
Customer intelligence: Spot repeat buyers; build personalized experiences.
Staff efficiency: Detect high/low-performing days — align staffing schedules.
Profit protection: Understand where discounts or taxes are eating into margins.
🔒 Privacy & security
Only verified shop owners/managers can access detailed reports.
Sensitive financial data (tax, totals, customer names) is protected by role permissions.
Export logs are recorded for compliance.
Avoid sharing downloaded reports publicly; they contain transaction details.
🧩 Troubleshooting & FAQs
Q: The sales chart shows flat lines or zero values. A: Check your date range, filters, and ensure sales were recorded during that period.
Q: Totals don’t match with POS. A: Confirm if refunds, pending payments, or manual edits occurred. Reconcile payment methods individually.
Q: Discounts appear higher than expected. A: Verify if promotional codes or invoice-level discounts were applied twice.
Q: Monthly comparison data missing. A: Ensure there’s at least one recorded sale in the previous month to enable comparison.
Q: Report generation feels slow. A: Narrow down the date range or pre-aggregate monthly data for faster loads.
✅ Quick Checklist
☑️ Verify daily sales totals before store closing. ☑️ Review most-sold products weekly for reorders. ☑️ Check tax and discounts for accuracy monthly. ☑️ Compare current vs previous month’s growth. ☑️ Identify top customers and send thank-you or loyalty offers. ☑️ Export monthly report for bookkeeping and GST filing.
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