This printout is a simplified version of the revenue dashboard. It summarizes sales and revenue for the selected period with a smaller set of scopes, so you quickly get an overview without the advanced filters.
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. 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 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.
Selects whether the figures are limited to the current accounting (Yes) or include All.
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.
Want to know more?
Read more in these related articles:
Revenue dashboard
Dashboard of sales and revenue
Revenue dashboard (timeline)
Revenue and contribution margin over time
