# 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 %}