Sales Report: Detailed Invoice and Payment Tracking

What is the Sales Report?

The Sales Report in CRM LEAF provides a detailed breakdown of all sales transactions, helping your organisation track revenue, monitor payment statuses, calculate taxes, and manage client billing. It is essential for financial analysis, audit readiness, and sales performance tracking.

Table View – Sales Report

Example

Paid On	Invoice Number	Client Name	Invoice Value	Amount Paid	Taxable Value	Discount	G S T
19-05-2025	INV-1001	Acme Corp	₹1,00,000	₹1,00,000	₹85,000	₹5,000	₹9,000
17-05-2025	INV-1002	Globex Ltd.	₹75,000	₹60,000	₹65,000	₹2,000	₹6,000

Export Option:

Sales report data can be exported by default in Microsoft Excel format for deeper analysis, sharing with stakeholders, or financial reporting purposes.

Quick Actions – Sales Report

Action	How To
View Sales Summary	Go to Reports > Sales Report to see detailed invoice data.
Filter by Date/Client	Apply filters to focus on a specific time frame or client.
Export Sales Report	Click Export to download the report in Excel format.
Track Paid Status	Use the “Amount Paid” field to track payment collections.

FAQ – Sales Report

Q: What does the “Invoice Value” include?
A: It includes the full billed amount, including taxes and any discounts.
Q: Are taxes split in the report?
A: Yes, GST, CGST, IGST, VAT, and UTGST are shown as separate fields.
Q: Can I see which invoices are partially paid?
A: Yes, compare “Invoice Value” and “Amount Paid” columns.
Q: Can I export filtered data only?
A: Yes, apply filters first and then export to Excel.