This printout is a revenue dashboard that summarizes sales and revenue for the selected period. It shows key figures and distributions — typically top categories and top products — so you quickly get an overview of where the revenue comes from.
The printout is generated from the dashboard/analysis area under Accounting in Sapera via the print action. Before the printout is generated, you select the scope with the parameters below.
Limits the dashboard to one or more organizational units (e.g. stores/departments). If the field is left empty, all units you have access to are included.
Selects the period the figures are calculated for: Today's date, Current week, Current month or Current fiscal year.
Start date if you want a custom date range instead of a fixed period.
End date for the custom date range.
Selects which sales sources are included, e.g. POS sales, Invoice, Order, Journal or combinations thereof.
Number of product categories shown in the top overview.
Number of products shown in the top overview.
Selects which entry types are included: Stock, Service or All.
Lower limit for the range of product categories included.
Upper limit for the range of product categories included.
Limits the dashboard to a specific product. If the field is left empty, all products are included.
Limits the dashboard to a specific sales number (external reference). If the field is left empty, all are included.
Specifies whether the revenue is shown excluding VAT instead of including VAT.
Want to know more?
Read more in these related articles:
Revenue dashboard (simple)
Simplified dashboard of revenue
Revenue dashboard (timeline)
Revenue and contribution margin over time
Dashboards
How to use the Dashboard view screen in Sapera Pos to see reports, notifications and external content in a single overview.
