> 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 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. {% 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 all sales orders **except drafts** (Confirmed, Partially Shipped, and Shipped). If you only use 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, including return requests that haven't been restocked yet.
Refund 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 all purchase orders (POs) and sales orders (SOs) **except drafts**. 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, including return requests that haven't been restocked yet.
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.