The Sales Performance screen helps you track your business’s revenue trends and understand which products or services contribute the most to your total sales. It also provides a comparison with the previous period, so you can quickly see if your sales are improving or declining.
What Does This Screen Show?
1️⃣ Calendar Year to Date
This is the total sales revenue for the current year so far.
It is compared to the full previous calendar year, helping you see how your business is performing compared to the entire last year.
📊 Example:
If your Calendar Year to Date sales are $69,446 and the comparison shows -92% in red, it means your total sales so far this year are 92% lower than last year’s total sales.
2️⃣ Current Quarter
This is your total sales revenue for the current quarter (Jan–Mar, Apr–Jun, etc.).
It is compared to the full previous calendar quarter to highlight trends.
📊 Example:
If your Current Quarter sales are $69,446 and the comparison shows -41% in red, it means your sales so far this quarter are 41% lower than the last full quarter.
3️⃣ Last Month
This is the total sales revenue for the most recent full month.
It is compared to the full previous calendar month to track short-term growth or decline.
📊 Example:
If your Last Month sales were $59,700 and the comparison shows +134% in green, it means your sales last month increased by 134% compared to the month before.
4️⃣ Current Month
This is the sales revenue for the current month so far.
It is compared to the full previous calendar month to track ongoing progress.
📊 Example:
If your Current Month sales are $9,746 and the comparison shows -83% in red, it means your sales so far this month are 83% lower than last month's total sales.
Sales By Type Table
Below the summary, you’ll find a breakdown of sales by product or service type, including:
Product Type – Categories of products/services sold.
Calendar Year to Date Sales – Total revenue generated from each category so far this year.
Monthly Sales – Revenue earned from each category in the current month.
% of Total – What percentage of total revenue each category contributes.
📊 Example:
If "TV" sales are $4,722 this month and contribute 48.45% of total revenue, it means nearly half of your total income this month came from TV sales.
Why This Matters
Tracking Sales Performance helps you:
✅ See whether your sales are growing or declining over time.
✅ Identify which products or services generate the most revenue.
✅ Make better decisions on pricing, promotions, and inventory.
Finoya keeps your financial data updated weekly, so you always have a clear and accurate view of your cash flow. The top bar shows the last sync date and the next scheduled update, ensuring you're working with the latest insights to manage your business finances effectively.