Sales reports in WorkGuru centralize your revenue pipeline, tracking the journey from initial lead to finalized invoice. They are primarily used to forecast future income by monitoring the total value of outstanding quotes and identifying which staff members or products are driving the most growth. By reviewing conversion rates and client buying trends, you can spot bottlenecks in your sales process, prioritize high-value follow-ups, and make data-driven decisions on pricing and resource allocation to ensure the business is meeting its financial targets.
TABLE OF CONTENTS
- Lead Summary by Creation Date Pivot Report
- Lead Summary by Forecast Date Pivot Report
- Lead Activities by Due Date Pivot Report
- Lead Activities by Completed Date Pivot Report
- Quote Summary by Creation Date Pivot Report
- Quote Summary by Closed Date Report
- Quote Summary by Expiry Date Report
- Quote Summary by Forecast Date Pivot Report
- Quote Summary by Date Pivot Report
- Quote Lines by Quote Creation Date Pivot Report
- Quotes Won & Invoiced by Accepted Date Pivot Report
- Stock Sale Summary by Issue Date Pivot Report
- Stock Sale Summary by Expected Date Pivot Report
- Stock Sale Summary by Dispatch Date Pivot Report
- Stock Sale Lines by Issue Date Pivot Report
- Stock Sale Profit by Product in Period Pivot Report
Lead Summary by Creation Date Pivot Report
This one answers the question:
“What leads did we generate in this period?”
It groups and summarises lead information based on the creation date. So if you’re reviewing marketing performance, sales intake, or monthly lead volume — this is your report.
| Field | Notes / Expected Values | Description |
|---|---|---|
| BILLINGCLIENT | text | billing client name |
| BILLINGCLIENTADDRESS1 | text | billing client address line 1 |
| BILLINGCLIENTADDRESS2 | text | billing client address line 2 |
| BILLINGCLIENTCITY | text | billing client city |
| BILLINGCLIENTEMAIL | text | billing client email |
| BILLINGCLIENTPHONE | text | billing client phone |
| BILLINGCLIENTSTATE | text | billing client state |
| BILLINGCLIENTSUBURB | text | billing client suburb |
| CATEGORY | text | lead category |
| CLIENTADDRESS1 | text | lead client address line |
| CLIENTADDRESS2 | text | lead client address line 2 |
| CLIENTCITY | text | lead client city |
| CLIENTEMAIL | text | lead client email |
| CLIENTPHONE | numerical value | lead client phone |
| CLIENTSTATE | text | lead client state |
| CLIENTSUBURB | text | lead client suburb |
| CLOSEDATE | DD/MM/YYYY | close date |
| CLOSEPROBABILITY | numerical value | close probability |
| CONTACT | text | lead client contact |
| CONTACTEMAIL | text | lead client contact email |
| CONTACTPHONE | numerical value | lead client contact phone |
| CREATIONDATE | DD/MM/YYYY | lead creation date |
| DATE | DD/MM/YYYY | forecast decline date if declined / date of acceptance if accepted |
| DAY | numerical value | creation date day |
| DAYOFWEEK | day name | creation date day name |
| DESCRIPTION | text | description |
| FORECASTCLOSEDATE | DD/MM/YYYY | forecast close date |
| QTR | month-month abbreviated | creation date quarter |
| QUOTES | numerical value | lead related quote numbers |
| STAGE | text | lead stage |
| STATUS | text | lead status |
| BUDGET (sum) | dollar value | lead budget |
| YEAR | numerical value | creation year |
| MONTH | text | creation month |
| OWNER | text | owner |
| CLIENT | text | client name |
| LEADNO | numerical value | lead number |
| LEADNAME | text | lead name |
Lead Summary by Forecast Date Pivot Report
Same idea as above — but now the focus shifts.
Instead of when the lead was created, this report summarises leads based on their forecast close date.
This is more of a sales forecasting view.
| Field | Notes / Expected Values | Description |
|---|---|---|
| BILLINGCLIENT | text | billing client name |
| BILLINGCLIENTADDRESS1 | text | billing client address line 1 |
| BILLINGCLIENTADDRESS2 | text | billing client address line 2 |
| BILLINGCLIENTCITY | text | billing client city |
| BILLINGCLIENTEMAIL | text | billing client email |
| BILLINGCLIENTPHONE | numerical value | billing client phone |
| BILLINGCLIENTSTATE | text | billing client state |
| BILLINGCLIENTSUBURB | text | billing client suburb |
| CATEGORY | text | lead category |
| CLIENTADDRESS1 | text | lead client address line |
| CLIENTADDRESS2 | text | lead client address line 2 |
| CLIENTCITY | text | lead client city |
| CLIENTEMAIL | text | lead client email |
| CLIENTPHONE | numerical value | lead client phone |
| CLIENTSTATE | text | lead client state |
| CLIENTSUBURB | text | lead client suburb |
| CLOSEDATE | DD/MM/YYYY | close date |
| CLOSEPROBABILITY | close probability | close probability |
| CONTACT | text | lead client contact |
| CONTACTEMAIL | text | lead client contact email |
| CONTACTPHONE | numerical value | lead client contact phone |
| CREATIONDATE | DD/MM/YYYY | lead creation date |
| DATE | DD/MM/YYYY | forecast decline date if declined / date of acceptance if accepted |
| DAY | numerical value | creation date day |
| DAYOFWEEK | text | creation date day name |
| DESCRIPTION | text | description |
| FORECASTCLOSEDATE | DD/MM/YYYY | forecast close date |
| QTR | month-month abbreviated | creation date quarter |
| QUOTES | numerical value | lead related quote numbers |
| STAGE | text | lead stage |
| STATUS | text | lead status |
| BUDGET (sum) | dollar value | lead budget |
| YEAR | numerical value | creation year |
| MONTH | text | creation month |
| OWNER | text | owner |
| CLIENT | text | client name |
| LEADNO | numerical value | lead number |
| LEADNAME | text | lead name |
Lead Activities by Due Date Pivot Report
Now we zoom in on activities linked to leads.
This report summarises lead activities based on their due date.
| Field | Notes / Expected Values | Description |
|---|---|---|
| COMPLETEDDATE | DD/MM/YYYY | activity completed date |
| DATE | DD/MM/YYYY | forecast activity finish date / date of completion if completed |
| DAY | numerical value | activity due date day |
| DAYOFWEEK | text | activity due date day name |
| DUEDATE | DD/MM/YYYY | activity due date |
| LEADBILLINGCLIENT | text | lead billing client |
| LEADBUDGET | dollar value | lead budget |
| LEADCATEGORY | text | lead category |
| LEADCLIENT | text | lead client |
| LEADCLOSEPROBABILITY | numerical value | lead close probability |
| LEADCONTACT | text | lead contact |
| LEADDESCRIPTION | text | lead description |
| LEADFORECASTCLOSEDATE | DD/MM/YYYY | lead forecast close date |
| LEADOWNER | text | lead owner |
| LEADSTAGE | text | lead stage |
| LEADSTATUS | text | lead status |
| MONTH | text | activity due date month |
| QTR | month-month abbreviated | activity due quarter |
| YEAR | numerical value | activity due date year |
| STATUS | text | activity status |
| LEADNUMBER | numerical value | lead number |
| LEADNAME | text | lead name |
| TYPE | activity type | |
| OWNER | text | lead owner |
| DESCRIPTION | text | activity description |
Lead Activities by Completed Date Pivot Report
Same concept — but this time it’s based on completion date.
So instead of what’s due, this shows what’s been done.
| Field | Notes / Expected Values | Description |
|---|---|---|
| COMPLETEDDATE | DD/MM/YYYY | activity finished date (or blank if not completed |
| DATE | DD/MM/YYYY | forecast activity finish date / date of completion if completed |
| DAY | numerical value | forecast activity finish / date of completion day |
| DAYOFWEEK | text | forecast activity finish / date of completion day name |
| DUEDATE | DD/MM/YYYY | activity due date |
| LEADBILLINGCLIENT | text | lead billing client name |
| LEADBUDGET | dollar value | lead budget |
| LEADCATEGORY | text | lead category name |
| LEADCLIENT | text | lead client name |
| LEADCLOSEPROBABILITY | numerical value | lead close probability |
| LEADCONTACT | text | lead client contact name |
| LEADDESCRIPTION | text | lead description |
| LEADFORECASTCLOSEDATE | DD/MM/YYYY | lead forecast close date |
| LEADOWNER | text | lead owner name |
| LEADSTAGE | text | lead stage |
| LEADSTATUS | text | lead status |
| MONTH | text | forecast activity finish date / date of completion if completed month name |
| QTR | month-month abbreviated | forecast activity finish date / date of completion if completed quarter |
| YEAR | numerical value | forecast activity finish date / date of completion if completed year |
| STATUS | text | activity current status |
| LEADNUMBER | numerical value | lead number |
| LEADNAME | text | lead name |
| TYPE | (e.g. Email, Phone Call, Meeting, etc) | activity type |
| OWNER | text | staff member assigned to acitivity |
| DESCRIPTION | text | activity description |
Quote Summary by Creation Date Pivot Report
Now we move from leads to actual quotes.
This report summarises quotes based on their creation date.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ASSET | text | quote asset (if applied) |
| BILLINGCLIENT | text | quote billing client |
| CLOSEDATE | DD/MM/YYYY | quote expected close date |
| CONTACT | text | quote client contact |
| CREATIONDATE | DD/MM/YYYY | quote creation date and time |
| DATE | DD/MM/YYYY | date that quote was marked as won or declined - formatted |
| DAY | numerical value | quote creation date day |
| DAYOFWEEK | text | quote creation date day name |
| DECLINETEXT | text | quote declined text |
| DESCRIPTION | text | quote description |
| EXPIRYDATE | DD/MM/YYYY | quote expiry date |
| FORECASTDATE | DD/MM/YYYY | quote forecast transaction date |
| LEADCATEGORY | text | related lead category |
| LEADNAME | text | related lead name |
| LEADNO | numerical value | related lead number |
| LEADSTAGE | text | related lead stage |
| LEADSTATUS | text | related lead status |
| MONTH | text | quote creation month |
| OWNER | text | quote owner name |
| PRODUCTCOST | dollar value | quote product total cost |
| PRODUCTTOTAL | dollar value | quote product total value |
| PROJECTGROUP | text | project group (if applied) |
| QTR | month-month abbreviated | quote creation quarter |
| REGION | text | quote client region |
| RELATEDTRANSACTIONNAME | text | related transaction name (e.g. project name) |
| RELATEDTRANSACTIONNUMBER | numerical value | related transaction number (e.g. project number) |
| RELATEDTRANSACTIONSTATUS | text | related transaction status (e.g. project status) |
| SUBREGION | text | quote client sub region |
| TASKCOST | dollar value | quote task total cost |
| TASKTOTAL | dollar value | quote task total value |
| TOTALCOST | dollar value | quote total cost |
| YEAR | numerical value | quote creation year |
| TOTAL (sum) | dollar value | quote total value |
| STATUS | text | quote status |
| CLIENT | text | quote client |
| QUOTENO | numerical value | quote number |
| QUOTENAME | text | quote name |
Quote Summary by Closed Date Report
This one summarises quotes based on the accepted or declined date.
So this is your “what actually happened” report.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ASSET | text | quote asset (if applied) |
| BILLINGCLIENT | text | quote billing client |
| CLOSEDATE | DD/MM/YYYY | date that quote was marked as won or declined |
| CONTACT | text | quote client contact |
| CREATIONDATE | DD/MM/YYYY | date that quote was created |
| DATE | DD/MM/YYYY | quote won or declined date - formatted |
| DAY | numerical value | quote won or declined date day |
| DAYOFWEEK | text | quote won or declined date day name |
| DECLINETEXT | text | quote declined text |
| DESCRIPTION | text | quote description |
| EXPIRYDATE | DD/MM/YYYY | quote expiry date |
| FORECASTDATE | DD/MM/YYYY | quote expected date |
| LEADCATEGORY | text | related lead category |
| LEADNAME | text | related lead name |
| LEADNO | numerical value | related lead number |
| LEADSTAGE | text | related lead stage |
| LEADSTATUS | text | related lead status |
| MONTH | text | quote won or declined month |
| OWNER | text | quote owner |
| PRODUCTCOST | dollar value | summary product total cost |
| PRODUCTTOTAL | dollar value | summary product total value |
| PROJECTGROUP | text | related project group (if applied) |
| QTR | month-month abbreviated | quote won or declined quarter |
| REGION | text | client region |
| RELATEDTRANSACTIONNAME | text | related project / stock sale name |
| RELATEDTRANSACTIONNUMBER | numerical value | related project / stock sale number |
| RELATEDTRANSACTIONSTATUS | text | related project / stock sale status |
| SUBREGION | text | client sub-region |
| TASKCOST | dollar value | summary task total cost |
| TASKTOTAL | dollar value | summary total value |
| TOTALCOST | dollar value | summary total cost |
| YEAR | numerical value | quote won or declined year |
| TOTAL (sum) | dollar value | summary total value |
| STATUS | text | quote status |
| CLIENT | text | quote client |
| QUOTENO | numerical value | quote number |
| QUOTENAME | text | quote name |
Quote Summary by Expiry Date Report
This one focuses on when quotes expire.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ASSET | text | quote asset (if applied) |
| BILLINGCLIENT | text | quote billing client |
| CLOSEDATE | DD/MM/YYYY | date that quote was marked as won or declined |
| CONTACT | text | quote client contact |
| CREATIONDATE | DD/MM/YYYY | quote creation date |
| DATE | DD/MM/YYYY | quote expiry date - formatted |
| DAY | numerical value | quote expiry date day |
| DAYOFWEEK | text | quote expiry date day name |
| DECLINETEXT | text | quote declined text |
| DESCRIPTION | text | quote description |
| EXPIRYDATE | DD/MM/YYYY | quote expiry date |
| FORECASTDATE | DD/MM/YYYY | quote expected date |
| LEADCATEGORY | text | related lead category |
| LEADNAME | text | related lead name |
| LEADNO | numerical value | related lead number |
| LEADSTAGE | text | related lead stage |
| LEADSTATUS | text | related lead status |
| MONTH | text | quote expiry date month |
| OWNER | text | quote owner |
| PRODUCTCOST | dollar value | quote product total cost |
| PRODUCTTOTAL | dollar value | quote product total value |
| PROJECTGROUP | text | related project group (if applied) |
| QTR | month-month abbreviated | quote expiry date quarter |
| REGION | text | quote client region |
| RELATEDTRANSACTIONNAME | text | related project / stock sale name |
| RELATEDTRANSACTIONNUMBER | numerical value | related project / stock sale number |
| RELATEDTRANSACTIONSTATUS | text | related project / stock sale status |
| SUBREGION | text | quote client sub-region |
| TASKCOST | dollar value | quote task total cost |
| TASKTOTAL | dollar value | quote task total value |
| TOTALCOST | dollar value | quote total cost |
| YEAR | numerical value | quote expiry date year |
| TOTAL (sum) | dollar value | quote total value |
| STATUS | text | quote status |
| CLIENT | text | quote client |
| QUOTENO | numerical value | quote number |
| QUOTENAME | text | quote name |
Quote Summary by Forecast Date Pivot Report
This one is forward-looking.
It summarises quotes based on their forecast date — meaning when you expect them to close.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ASSET | text | quote asset (if applied) |
| BILLINGCLIENT | text | quote billing client |
| CLOSEDATE | DD/MM/YYYY | date that quote was marked as won or declined |
| CONTACT | text | quote client contact |
| CREATIONDATE | DD/MM/YYYY | quote creation date |
| DATE | DD/MM/YYYY | quote forecast date - formatted |
| DAY | numerical value | quote forecast date day |
| DAYOFWEEK | text | quote forecast date day name |
| DECLINETEXT | text | quote declined text |
| DESCRIPTION | text | quote description |
| EXPIRYDATE | DD/MM/YYYY | quote expiry date |
| FORECASTDATE | DD/MM/YYYY | quote expected date |
| LEADCATEGORY | text | related lead category |
| LEADNAME | text | related lead name |
| LEADNO | numerical value | related lead number |
| LEADSTAGE | text | related lead stage |
| LEADSTATUS | text | related lead status |
| MONTH | text | quote expected month |
| OWNER | text | quote owner |
| PRODUCTCOST | dollar value | quote product total cost |
| PRODUCTTOTAL | dollar value | quote product total value |
| PROJECTGROUP | text | related project group (if applied) |
| QTR | month-month abbreviated | quote forecast quarter |
| REGION | text | quote client region |
| RELATEDTRANSACTIONNAME | text | related project / stock sale name |
| RELATEDTRANSACTIONNUMBER | numerical value | related project / stock sale number |
| RELATEDTRANSACTIONSTATUS | text | related project / stock sale status |
| SUBREGION | text | quote client sub-region |
| TASKCOST | dollar value | quote task total cost |
| TASKTOTAL | dollar value | quote task total value |
| TOTALCOST | dollar value | quote total cost |
| YEAR | numerical value | quote forecast year |
| TOTAL (sum) | dollar value | quote total value |
| STATUS | text | quote status |
| CLIENT | text | quote client |
| QUOTENO | numerical value | quote number |
| QUOTENAME | text | quote name |
Quote Summary by Date Pivot Report
This one is based on the actual quote date (creation/issue date).
It’s your historical volume report.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ASSET | text | quote asset (if applied) |
| BILLINGCLIENT | text | quote billing client |
| CLOSEDATE | DD/MM/YYYY | date that quote was marked as won or declined |
| CONTACT | text | quote client contact |
| CREATIONDATE | DD/MM/YYYY | quote creation date |
| DATE | DD/MM/YYYY | quote date - formatted |
| DAY | numerical value | quote date day |
| DAYOFWEEK | text | quote date day name |
| DECLINETEXT | text | quote declined text |
| DESCRIPTION | text | quote description |
| EXPIRYDATE | DD/MM/YYYY | quote expiry date |
| FORECASTDATE | DD/MM/YYYY | quote expected date |
| LEADCATEGORY | text | related lead category |
| LEADNAME | text | related lead name |
| LEADNO | numerical value | related lead number |
| LEADSTAGE | text | related lead stage |
| LEADSTATUS | text | related lead status |
| MONTH | text | quote date month |
| OWNER | text | quote owner |
| PRODUCTCOST | dollar value | quote product total cost |
| PRODUCTTOTAL | dollar value | quote product total value |
| PROJECTGROUP | text | related project group (if applied) |
| QTR | month-month abbreviated | quote date quarter |
| REGION | text | quote client region |
| RELATEDTRANSACTIONNAME | text | related project / stock sale name |
| RELATEDTRANSACTIONNUMBER | numerical value | related project / stock sale number |
| RELATEDTRANSACTIONSTATUS | text | related project / stock sale status |
| SUBREGION | text | quote client sub-region |
| TASKCOST | dollar value | quote task total cost |
| TASKTOTAL | dollar value | quote task total value |
| TOTALCOST | dollar value | quote total cost |
| YEAR | numerical value | quote date year |
| TOTAL (sum) | dollar value | quote total value |
| STATUS | text | quote status |
| CLIENT | text | quote client |
| QUOTENO | numerical value | quote number |
| QUOTENAME | text | quote name |
Quote Lines by Quote Creation Date Pivot Report
Now we drop down a level.
Instead of summarising quotes as a whole, this report shows individual line items for quotes created in the selected period.
| Field | Notes / Expected Values | Description |
|---|---|---|
| BILLABLE | TRUE, FALSE | quote line billable status |
| BILLINGCLIENT | text | quote billing client |
| CLOSEDATE | DD/MM/YYYY | date that quote was marked as won or declined |
| CONTACT | text | quote client contact |
| CREATIONDATE | DD/MM/YYYY | quote creation date |
| DECLINETEXT | text | quote declined text |
| DESCRIPTION | text | quote line item description |
| EXPIRYDATE | DD/MM/YYYY | quote expiry date |
| FORECASTDATE | DD/MM/YYYY | quote expected date |
| ISOPTION | TRUE, FALSE | quote line item is optional |
| ISQUOTEDBYSTAFFRATES | TRUE, FALSE | quote line item is selling by staff rates (tasks) |
| LEADNAME | text | related lead name |
| LEADNUMBER | numerical value | related lead number |
| LINESTATUS | Accepted, Declined | quote line item status (if line item was optional but accepted / optional and not accepted, etc) |
| OWNER | text | quote owner |
| PHASE | text | quote line item phase |
| QUOTEDESCRIPTION | text | quote description |
| TAXNAME | text | quote line item tax name |
| TAXRATE | percentage | quote line item tax rate |
| TAXTYPE | text | quote line item tax type |
| QUANTITY (sum) | numerical value | quote line item quantity |
| UNITCOST (sum) | dollar value | quote unit cost |
| UNITAMOUNT (sum) | dollar value | quote unit amount |
| TOTALCOST (sum) | dollar value | quote total cost |
| TOTAL (sum) | dollar value | quote total value |
| STATUS | text | quote status |
| CLIENT | text | quote client |
| QUOTENO | numerical value | quote number |
| LINETYPE | product, task | quote line type |
| SKU | text | quote line type SKU |
| NAME | text | quote line item name |
Quotes Won & Invoiced by Accepted Date Pivot Report
This report focuses on quotes that were accepted within the selected period.
| Field | Notes / Expected Values | Description |
|---|---|---|
| BILLINGCLIENT | text | quote billing client |
| CLIENT | text | quote client |
| DATE | DD/MM/YYYY | quote accepted date |
| DAY | numerical value | quote accepted date day |
| DAYOFWEEK | text | quote accepted date day name |
| NUMBER | numerical value | quote number |
| QTR | month-month abbreviated | quote accepted quarter |
| TRANSACTIONTYPE | project, stock sale | quote related transaction type (e.g. project, stock sale) |
| YEAR | numerical value | quote accepted year |
| QUOTEVALUE (sum) | dollar value | quote value |
| SALEVALUE (sum) | dollar value | related transaction sale value |
| INVOICEDVALUE (sum) | dollar value | related transaction invoiced value |
| MONTH | text | quote accepted month |
| QUOTEOWNER | text | quote owner |
| QUOTENO | numerical value | quote number |
Stock Sale Summary by Issue Date Pivot Report
This report summarises stock sales based on their issue date.
It’s your operational performance view — when orders were officially issued.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ACTUALPROFITPERCENT | percentage | actual profit percentage |
| CONTACT | text | stock sale client contact |
| CREATIONDATE | DD/MM/YYYY | stock sale creation date |
| DAY | numerical value | stock sale issue date day |
| DAYOFWEEK | text | stock sale issue date day name |
| DISPATCHDATE | DD/MM/YYYY | stock sale dispatch date |
| EXPECTEDDATE | DD/MM/YYYY | stock sale expected date |
| FORECASTPROFITPERCENT | percentage | stock sale forecast profit percentage |
| INVOICEDATE | DD/MM/YYYY | date invoice was raised |
| INVOICENUMBER | numerical value | related invoice number |
| ISSUEDATE | DD/MM/YYYY | stock sale issue date |
| OWNER | text | stock sale owner |
| PROFIT | dollar value | stock sale total profit |
| PROFITPERCENT | percentage | stock sale total profit percentage |
| QTR | month-month abbreviated | stock sale issue date quarter |
| STATUS | text | stock sale status |
| FORECASTCOST (sum) | dollar value | stock sale forecast cost |
| ACTUALCOST (sum) | dollar value | stock sale actual cost |
| FORECASTREVENUE (sum) | dollar value | stock sale forecast revenue |
| ACTUALREVENUE (sum) | dollar value | stock sale actual revenue |
| FORECASTPROFIT (sum) | dollar value | stock sale forecast profit |
| ACTUALPROFIT (sum) | dollar value | stock sale actual profit |
| YEAR | numerical value | stock sale issue date year |
| MONTH | text | stock sale issue date month |
| DATE | DD/MM/YYYY | stock sale issued date - formatted |
| CLIENT | text | stock sale client |
| NUMBER | numerical value | stock sale number |
| DESCRIPTION | text | stock sale description |
Stock Sale Summary by Expected Date Pivot Report
Same structure — different focus.
This one summarises stock sales based on the expected date.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ACTUALPROFITPERCENT | percentage | actual profit percentage |
| CONTACT | text | stock sale client contact |
| CREATIONDATE | DD/MM/YYYY | stock sale creation date |
| DAY | numerical value | stock sale expected date day |
| DAYOFWEEK | text | stock sale expected date day name |
| DISPATCHDATE | DD/MM/YYYY | stock sale dispatch date |
| EXPECTEDDATE | DD/MM/YYYY | stock sale expected date |
| FORECASTPROFITPERCENT | percentage | stock sale forecast profit percentage |
| INVOICEDATE | DD/MM/YYYY | date invoice was raised |
| INVOICENUMBER | numerical value | related invoice number |
| ISSUEDATE | DD/MM/YYYY | stock sale issue date |
| OWNER | text | stock sale owner |
| PROFIT | dollar value | stock sale total profit |
| PROFITPERCENT | percentage | stock sale total profit percentage |
| QTR | month-month abbreviated | stock sale expected date quarter |
| STATUS | text | stock sale status |
| FORECASTCOST (sum) | dollar value | stock sale forecast cost |
| ACTUALCOST (sum) | dollar value | stock sale actual cost |
| FORECASTREVENUE (sum) | dollar value | stock sale forecast revenue |
| ACTUALREVENUE (sum) | dollar value | stock sale actual revenue |
| FORECASTPROFIT (sum) | dollar value | stock sale forecast profit |
| ACTUALPROFIT (sum) | dollar value | stock sale actual profit |
| YEAR | numerical value | stock sale expected date year |
| MONTH | text | stock sale expected date month |
| DATE | DD/MM/YYYY | stock sale expected date - formatted |
| CLIENT | text | stock sale client |
| NUMBER | numerical value | stock sale number |
| DESCRIPTION | text | stock sale description |
Stock Sale Summary by Dispatch Date Pivot Report
This one tracks performance based on when goods were dispatched.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ACTUALPROFITPERCENT | percentage | actual profit percentage |
| CONTACT | text | stock sale client contact |
| CREATIONDATE | DD/MM/YYYY | stock sale creation date |
| DAY | numerical value | stock sale dispatch date day |
| DAYOFWEEK | text | stock sale dispatch date day name |
| DISPATCHDATE | DD/MM/YYYY | stock sale dispatch date |
| EXPECTEDDATE | DD/MM/YYYY | stock sale expected date |
| FORECASTPROFITPERCENT | percentage | stock sale forecast profit percentage |
| INVOICEDATE | DD/MM/YYYY | date invoice was raised |
| INVOICENUMBER | numerical value | related invoice number |
| ISSUEDATE | DD/MM/YYYY | stock sale issue date |
| OWNER | text | stock sale owner |
| PROFIT | dollar value | stock sale total profit |
| PROFITPERCENT | percentage | stock sale total profit percentage |
| QTR | month-month abbreviated | stock sale dispatch date quarter |
| STATUS | text | stock sale status |
| FORECASTCOST (sum) | dollar value | stock sale forecast cost |
| ACTUALCOST (sum) | dollar value | stock sale actual cost |
| FORECASTREVENUE (sum) | dollar value | stock sale forecast revenue |
| ACTUALREVENUE (sum) | dollar value | stock sale actual revenue |
| FORECASTPROFIT (sum) | dollar value | stock sale forecast profit |
| ACTUALPROFIT (sum) | dollar value | stock sale actual profit |
| YEAR | numerical value | stock sale dispatch date year |
| MONTH | text | stock sale dispatch date month |
| DATE | DD/MM/YYYY | stock sale dispatch date - formatted |
| CLIENT | text | stock sale client |
| NUMBER | numerical value | stock sale number |
| DESCRIPTION | text | stock sale description |
Stock Sale Lines by Issue Date Pivot Report
This report drops to line-level detail for stock sales issued in the selected period.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ACTUALPROFITPERCENT | percentage | product line actual profit percentage |
| CATEGORY | text | product details category (if set) |
| DATE | DD/MM/YYYY | stock sale line dispatch date - formatted |
| DAY | numerical value | stock sale issue date day |
| DAYOFWEEK | text | stock sale issue date day name |
| DELIVERYADDRESS | text | stock sale delivery address |
| DESCRIPTION | text | product line description |
| FORECASTPROFITPERCENT | percentage | product line forecast profit percentage |
| HEIGHT | numerical value | product details height |
| INVOICEDAMOUNT | dollar value | product line actual invoiced value |
| LENGTH | numerical value | product details length |
| MONTH | text | stock sale issue date month |
| QTR | month-month abbreviated | stock sale issue quarter |
| REPORTINGCATEGORY1 | text | stock sale reporting category 1 |
| REPORTINGCATEGORY2 | text | stock sale reporting category 2 |
| SELLPRICE | dollar value | product line individual sell price |
| STOCKSALESTATUS | text | stock sale status |
| TOTALACTUALCOST | dollar value | product line total actual cost |
| TOTALACTUALPROFIT | dollar value | product line actual profit |
| TOTALACTUALREVENUE | dollar value | product line actual revenue |
| TOTALFORECASTCOST | dollar value | product line forecast cost |
| TOTALFORECASTPROFIT | dollar value | product line forecast profit |
| TOTALFORECASTREVENUE | dollar value | product line forecast revenue |
| TOTALVOLUME | numerical value | product line total volume |
| TOTALWEIGHT | numerical value | product line total weight |
| UNITCOST | dollar value | product details unit cost |
| VOLUME | numerical value | product details volume |
| WEIGHT | numerical value | product details weight |
| WIDTH | numerical value | product details width |
| YEAR | numerical value | stock sale issue date year |
| ORDERQTY (sum) | numerical value | product line initial order quantity |
| DISPATCHEDQTY (sum) | numerical value | product line dispatched quantity |
| CLIENT | text | stock sale client |
| STOCKSALENO | numerical value | stock sale number |
| STOCKSALEDESCRIPTION | text | stock sale description |
| SKU | text | product line SKU |
| NAME | text | Product line name |
Stock Sale Profit by Product in Period Pivot Report
This is your product profitability report.
It summarises stock sale profitability by product for sales invoiced in the selected period.
| Field | Notes / Expected Values | Description |
|---|---|---|
| AVERAGELANDEDCOST | dollar value | product average landed costs |
| AVERAGESELLPRICE | dollar value | product average sell price |
| CATEGORY | text | product details category (if set) |
| SELLPRICE | dollar value | product details sell price |
| TOTALPROFITPERCENT | dollar value | product total profit percentage |
| UNITCOST | dollar value | product details unit cost |
| QTYSOLD (sum) | numerical value | product qty sold |
| TOTALCOST (sum) | dollar value | product total cost |
| TOTALSALEVALUE (sum) | dollar value | product total sale value |
| TOTALPROFIT (sum) | dollar value | product total profit |
| SUPPLIER | text | product details supplier (if set) |
| SKU | text | product SKU |
| NAME | text | product name |
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