Sales Summary Report
Overall sales performance and key metrics.
Written by Michael Cook
Updated at June 18th, 2025
Sales Summary Report
What This Report Is
This report shows your total sales for every department, month-by-month, for the entire year. You can also run a Sales Comparison to view two years side-by-side, making it easy to compare this year’s sales with last year.
Why It Matters
- Helps you see big-picture sales trends across the whole year
- Makes it easy to compare this year’s sales to last year’s
- Identifies slow months or growing departments
- Helps you plan inventory, staffing, and promotions based on trends
What to Look For
| Column | What It Tells You | What to Watch Out For |
|---|---|---|
| Department | Which area of the store the sales belong to | Look for departments with low growth |
| Monthly Sales | Total sales for each month | Watch for unusual dips or jumps |
| Grand Total | Total sales for the year | Use this to see your overall performance |
| Sales Comparison View | Two years side-by-side | Focus on whether sales are increasing or decreasing year-over-year |
What to Do
- Spot Growth Areas: If certain departments keep growing, consider expanding those product lines.
- Investigate Declines: If sales drop month over month, check for pricing, stock issues, or lost customers.
- Use for Planning: Use slow months to schedule store maintenance or fewer staff; ramp up for busy months.
- Compare Years: In Sales Comparison mode, quickly see if your business is improving or slipping year-over-year.