Track sales performance

Want to know how your sales team is doing? Which products are flying off the shelves? Or which customer group is driving the most revenue? CGIC’s App gives you the tools to monitor all of that—and more—in just a few clicks.

Prerequisites

Before diving into reports, make sure:

• Sales Orders, Delivery Notes, and Sales Invoices are consistently recorded and submitted.
• Items, territories, and customer groups are properly categorized.
• You have access to the Sales Analytics, Sales Reports, or Custom Dashboards modules.

Step 1: Use the Sales Analytics Report

This is your go-to dashboard for sales insights.

How to Access:

Navigate to Selling > Reports > Sales Analytics

Key Filters:

Filter	What It Does
From Date / To Date	Choose the period you want to review
Based On	View sales by Item, Item Group, Customer, Customer Group, or Territory
Chart Type	Switch between Table, Bar Chart, Line Graph, etc.
Document Type	Focus on Sales Orders, Invoices, or Delivery Notes

What You Can See:

• Total sales value
• Quantity sold
• Sales by rep, region, or product
• Trends over time (weekly/monthly)
• Year-over-year comparisons

Step 2: Explore Other Sales Reports

Beyond the Sales Analytics dashboard, CGIC App has a set of focused reports:

Report	What It tells You
Sales Order Summary	Open, fulfilled, and cancelled orders by period
Sales Invoice Trends	Revenue trends based on actual invoices
Item-Wise Sales History	What’s selling, and how often
Sales Person-wise Report	Track each rep’s performance by invoice value

You’ll find these under Selling > Reports, or through the search bar.

Step 3: Export and Share

Want to review numbers in Excel or send them to leadership?

• Open any report
• Click “Menu > Export”
• Choose CSV or Excel format
• Share or analyze offline as needed

Use scheduled reports to email sales summaries weekly or monthly.