Sales

The Sales report covers sales, cost, profit, and margin over a date range you pick, in your base currency. Numbers come from the same daily_sales table the forecasting engine reads — what you see here is what the model sees. Cost is the net cost of goods sold, summed from the same ERP transactions as revenue, so profit and margin reflect actual posted figures rather than current supplier price lists.

Date range and compare period

Pick a window with the From / To boxes or one of the presets (Last 7d / 30d / 90d, MTD, YTD, This / Last month, This / Last year). The same range drives every part of the report — cards, chart, and breakdown table.

The Compare to dropdown sets the baseline for deltas:

• Same period last year (default) — December 2026 vs December 2025.
• Prior period — December 2026 vs the immediately preceding 31 days.
• None — hide the deltas entirely.

Top filter bar

• Metric — flip the whole report between Sales, Cost, Profit, or Margin %.
• Stores / Suppliers / Customer group — multi-select dropdowns.
• Customer — autocomplete picker for filtering to a single customer.
• Product attributes — any attributes defined under Product attributes (e.g. Brand, Pet type, Category) appear as their own multi-select dropdowns. Stacking them filters to AND across attributes, OR within an attribute's values. So picking Brand = Royal Canin + Acana, Pet type = Dog narrows to dog food from either brand.

Filters live in the URL, so you can bookmark or share a filtered view (a Profit-by-store-X link for a regional manager, a Brand=Royal-Canin year-over-year for a category buyer).

Summary cards

• Selected window— the range you picked, compared to the chosen baseline. Money metrics compare as %; Margin compares as percentage points (pp), since "margin grew 50%" from a 20% base would be a misleading way to say it went to 30%.
• Last 90 days — trailing quarter, always shown as an anchor regardless of the picked range.
• Last 365 days — trailing year, same idea.

Trend chart

A bar chart spanning the picked range. Granularity (day / week / month / quarter / year) auto-defaults from range length but can be pinned with the dropdown — your choice is remembered.

Breakdown panel

Below the chart, a tabbed table with month-over-month columns across the picked range. Tabs:

• Supplier, Stores, Customer, Customer group, Product — the built-in dimensions.
• One tab per attribute you've defined — e.g. By Brand, By Pet type, By Category. Same monthly grid, just grouped by the attribute value. The label on each tab matches the label set in Product attributes.

Toggle Show comparison columns to display each month next to the same month in the baseline window with a green-up / red-down delta. Click any row to drill the rest of the report down to that entity.

What's not here

This is a sales/profit view. For inventory-side analysis (what stock that revenue came out of, dead stock, turns), use the Inventory Value and Dead Stock reports. They share the same underlying sales data.