The Sales Report gives you a complete view of revenue and order activity across your business, from total confirmed order amounts and regional distribution to month-over-month trends and trade show ROI.
A. View Total Revenue and Order Activity
On Mobile App
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On the Web Portal .png?width=670&height=387&name=sales%20report%20wp%20(1).png)
- Confirmed Order Amount: Total revenue from all confirmed orders. In this case, $16M
- Confirmed Order Count: Total number of confirmed orders placed. In this case, 1,209 orders
- Average Confirmed Order Value: The average value of each confirmed order. In this case, $13,566
- Quote Converted Amount: Total revenue generated from quotes that were successfully converted into confirmed orders. In this case, $7,933
- Quote Converted Count: Total number of quotes that were converted into confirmed orders. In this case, 402 quotes
- Quote Pending Conversion: Number of quotes that are still open and have not yet been converted into an order. In this case, 88 quotes
Note: These metrics update in real time as you apply filters, changing the time range, customer, or rep filter will immediately recalculate all six cards.
B. Track Monthly Trends
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Order Summary by Month
A month-by-month breakdown of all order activity, showing:
- Month: The calendar month
- Total Order Count: Total number of orders placed that month (confirmed + draft)
- Total Order Amount: Total value of all orders placed that month
- Confirmed Order Count: Number of orders that were confirmed that month
- Confirmed Order Amount: Revenue from confirmed orders only
- Draft Order Count: Number of orders still in draft status
- Draft Order Amount: Value of orders still in draft status
Quote Summary by Month
A month-by-month breakdown of all quote activity, showing:
- Total Quote Count: Total number of quotes created that month
- Total Quote Amount: Total value of all quotes created
- Quote Converted Count: Number of quotes converted into confirmed orders
- Quote Converted Amount: Revenue from converted quotes
- Quote Pending Count: Number of quotes still awaiting conversion
- Quote Pending Amount: Value of quotes still pending conversion
- Draft Quote Count: Number of quotes still in draft status
Note: These tables help you track month-over-month trends, identify your strongest trading periods, and monitor how effectively quotes are being converted into confirmed orders.
C. Regional Sales and Order Trends
This section of the Sales Report gives you a visual breakdown of where your orders are coming from and how your order volume and revenue are trending over time. .png?width=670&height=387&name=sales%20report%205%20(1).png)
Region Leaderboard (by Shipping State)
A ranked table showing performance by shipping state. Each row shows:
- Shipping State: The state orders are being shipped to
- Total Customers: Total number of customer accounts in that state
- Active Customers: Customers who placed at least one confirmed order in the selected period
- Confirmed Order Count: Number of confirmed orders shipped to that state
Confirmed Order Amount by Shipping State
A geographic heatmap of the United States showing revenue concentration by state. Darker shades indicate higher confirmed order amounts, making it easy to identify your strongest and weakest territories at a glance.
Confirmed Order Trend
A combined bar and line chart showing order volume and revenue over time. The blue bars represent total order count, and the green line represents order amount, useful for spotting seasonal peaks, identifying slow periods, and tracking growth over time.
Order Status Overview
A donut chart breaking down all 1,880 total orders by their current status:
- Confirmed: Orders that have been approved and processed
- Draft: Orders saved but not yet confirmed
- Cancelled: Orders that were cancelled
- Pending Approval: Orders awaiting admin approval
- Submitted: Orders submitted but not yet confirmed
D. Export the Sales Report
Click the download icon to get a PDF with all current metrics, charts, applied filters, and the selected date range.
On the Mobile App .png?width=670&height=938&name=sales%20report%208%20(1).png)
On the Web Portal 
Tip: You can also download individual data sets by clicking the download icon next to each section.