ORDER / SALES REPORTS
The importance of sales reports cannot be overestimated. They help you monitor the performance of their sales team, plan effective sales strategies, decide on a sales forecasting process and most importantly, maintain or reduce the length of the sales cycle.
From the Nimbl Portal, under the STORE tab, click on REPORTS to open the drop down and click on ORDER/SALES REPORTS.
HERE you will find the following reports:
- TOTAL SALES (GRAPHIC OVERVIEW)
Click on the SALES DETAIL button to view a more detailed report.
This report is used to view all the sales that occurred in the chosen month. Please take note that these include ALL ORDERS that have received a payment (even if the order has not been completed).
Choose the MONTH and YEAR you wish to see and click on the GET REPORT button.
You can SORT your stock according to Order #, Date, Sub Total, Shipping Total, Tax, Total or Status.
You can export the report using one of the following options:
CSV
Excel
PDF
TOP TIP: To sort data or get totals, export the report to Excel.
- CANCELLED ORDERS (GRAPHIC OVERVIEW)
Click on the CANCELLED ORDERS DETAIL button to view a more detailed report.
This report is used to view all the cancelled orders that occurred in the chosen month.
Choose the MONTH and YEAR you wish to see and click on the GET REPORT button.
You can SORT your stock according to Order #, Date, Sub Total, Shipping Total, Tax, Total or Status.
You can export the report using one of the following options:
CSV
Excel
PDF
TOP TIP: To sort data or get totals, export the report to Excel.
- DISPATCHED ORDERS (GRAPHIC OVERVIEW)
Click on the CLICK AND COLLECT DETAIL button to view a more detailed report.
Choose the MONTH and YEAR you wish to see and click on the GET REPORT button.
You can SORT your stock according to Order #, Date, Sub Total, Shipping Total, Tax, Total or Status.
You can export the report using one of the following options:
CSV
Excel
PDF
TOP TIP: To sort data or get totals, export the report to Excel.