Sales Insights Overview

Sales Insights Overview

The Sales Insights section provides a detailed overview of financial performance and sales activity. The following metrics can be explored:

How to access it?

Go to Reports > Tickets Insights. For navigation help, see this knowledge base.

Invoice Overview

1

Number of invoices and total amount categorized by status (e.g., paid, partially paid, unpaid)

Invoices and amounts by status
2

Invoices with outstanding balances

Invoices with outstanding balances

Ticket and Invoice Relationship

1

Comparison between tickets with attached invoices and those without

Tickets with and without invoices

Revenue Analysis

1

Total revenue tracked by month

Monthly total revenue
2

Revenue distribution by product

Revenue distribution by product

Profitability Insights

1

Gross profit margin analyzed by repair category

Gross profit margin by repair category

1

Comparison between new and existing customers to understand revenue contributions and sales behavior

New vs existing customer revenue and behavior