Sales Reports
The Sales Reports feature provides insights into your purchasing and sales performance.
Key Highlights
Track metrics like average sales price, sales quantity, net profit, and profit rate.
Compare sales and purchase data to identify trends and opportunities.
Use data to identify underperforming items and/or adjust pricing accordingly.
Sales Reports only include transactions recorded through the Purchases & Sales menus. Transactions made through regular inventory actions like Stock In or Stock Out aren’t included.
Sales Report Tabs
BoxHero organizes sales data through two distinct tabs:
A. Profit Analysis
Your team's profit is calculated based on completed sales order records. If you use only the Sales feature without recording Purchases, you can still view profit results in this tab.
Get insights into your team's profitability with these key metrics:
Average Sales Price
Sales amount ÷ Sales quantity
Sales Quantity
The total number of items sold.
Sales Amount
Sales quantity × Sales price * Sales price is the price listed on the sales order.
Return Quantity
The number of items returned and added back to stock.
Return Amount
Return quantity × Refund price * Refund price is the price listed on the return order.
Revenue
Sales amount − refund amount
Net Profit
Revenue − (Cost × (Sales quantity − Return quantity))
* Cost is the purchase price listed in the item details.
Profit Margin (%)
Net profit ÷ Revenue
Notes on Profit Analysis metrics:
Sales amount includes discounts and taxes.
If you update an item’s cost, net profit is recalculated based on the updated purchase price.
Only items with sales activity during the selected period are shown.
Return quantity is reflected in profit calculations based on the date the return was processed.
B. Sales Summary
Sales summary data is calculated based on completed purchase orders (POs) and sales orders (SOs). If you use both the Purchases and Sales features, you can view the results in this tab.
Evaluate your purchase and sales performance with the following metrics:
Sales Quantity
The total number of items sold.
Sales Amount
Sales quantity × Sales price * Sales price is the price listed on the sales order.
Purchase Quantity
The total number of items purchased.
Purchase Amount
Purchase quantity × Cost * Cost is the price listed on the purchase order.
Return Quantity
The number of items returned and added back to stock.
Refund Amount
Return quantity × Refund price * Refund price is the price listed on the return order.
Revenue
Sales amount − Refund amount
Gross Profit
Revenue − Purchase amount
Select View by Partner to see sales by specific customers and suppliers for the selected period.
Currency and Exchange Rates
Sales Reports always display amounts in your team's current display currency, converting from each order's currency using the latest exchange rate.
The rate applied appears in the Exchange Rates indicator at the top of the report, labeled with the date and time it was retrieved (for example, "As of Jun 1, 2026 1:00 PM").
If an order's currency matches your display currency, no conversion is applied.
If an order's currency differs, its amounts are converted, so figures in the report may not match the raw amounts shown on the order itself.
To keep a fixed record, export the report to Excel, which captures the values at the time of export.
If an item's amount looks far higher or lower than expected, it's usually a currency mismatch, not a pricing error. Open the order and confirm it was created in the correct currency.
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