> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Every page is available as Markdown by appending `.md` to its URL; this page is [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.

![](https://assets.boxhero.io/docs/images/33d0196259f58590bce310dec45e8a7d665fe38c4d3898767489249110ca313d-1600x940.png)

---

## 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.

> **Caution**
>
> 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.

![](https://assets.boxhero.io/docs/images/b869f5737b619a7cdf3e5cb3967f0b993c33be4bc3715cb9bfc5018aa3a51651-2369x1288.jpg)

---

## 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.

![](https://assets.boxhero.io/docs/images/05eeac38e11c0473c2316435692b17c11119f2821deaff0f02408900295d5e93-2800x1487.jpg)

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._ |
| **Margin %** | Net profit ÷ Revenue |

> **Caution**
>
> **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 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.

![](https://assets.boxhero.io/docs/images/48dfd1f5f4947c961e3295198049a72658470029a89f75be1e4ccdac869b60e4-2800x1483.jpg)

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 |

> **Tip**
>
> 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](https://www.boxhero.io/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.

![](https://assets.boxhero.io/docs/images/f033c31176c7ddce71ecb0b6869b597c47c0a2a2529788ae3e055a1a47732205-2800x1122.jpg)

> **Note**
>
> 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.

![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.](https://assets.boxhero.io/docs/images/9909801d673c5646f82ac28523834b3e9c8f4df7a8b0d28801359688606fa58b-2800x1272.jpg)