> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/key-features/purchase-and-sales/sales-reports.md). # Sales Reports

*** ## 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. {% hint style="warning" %} 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. {% endhint %} ## 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

{% hint style="warning" %} **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. {% endhint %} ### 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

{% hint style="success" %} Select `View by Partner` to see sales by specific **customers** **and** **suppliers** for the selected period. {% endhint %} *** ## Currency and Exchange Rates `Sales Reports` always display amounts in your team's current [display currency](/docs/settings/team.md#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.

{% hint style="info" %} To keep a *fixed* record, export the report to Excel, which captures the values at the time of export. {% endhint %} 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.

For example, if your display currency is USD and an order was accidentally created in EUR,
its amounts get multiplied by the EUR → USD rate.

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