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Welcome to your EOD Reports Dashboard. This dashboard provides a comprehensive overview of your financial transactions, including sales, refunds, and cash outflows. Use the filters below to customize your view based on the date range and employee. You can also download detailed reports and summaries for further analysis.
Order Amount Summary
| Order Type | Order Amount ($) |
|---|---|
| Invoice | 250.00 |
| Simple | 130.00 |
| Fast Shop | 50.00 |
| Payment Catcher | 20.00 |
| Net Sales | 450.00 |
| Unpaid Orders | 80.00 |
| Canceled Orders | 80.00 |
Paid vs Unpaid Analysis
| Type | Order Amount |
|---|
Expenses Summary
| Type | Value |
|---|---|
| Sales Returns | $ 250.00 |
| Stock-Purchase | $ 130.00 |
| Shipping | $ 50.00 |
| Physical Gift Card Order | $ 20.00 |
| Subscriptions | $ 130.00 |
| Net Sales | $ 770.00 |
Sales Summary
| Particulars | Description | Total Amount | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Sales | Total value of all orders before any discount, tax or surcharge | $800 | ||||||||||||
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| Net Sales | $850 | |||||||||||||
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| Net Sales after Returns | $770 | |||||||||||||
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| Net Profit | $700 | |||||||||||||
Paid, Unpaid & Recurring Due Analysis
| Invoice/Order ID | Order Type | Order Date | Customer Name | Status | Due Date | Days Overdue | Order Amount | Actions |
|---|---|---|---|---|---|---|---|---|
| 12345 | Invoice | 01.01.2024 | Alex Jones | Paid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Payment Catcher | 01.01.2024 | Alex Jones | Unpaid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Payment Catcher | 01.01.2024 | Alex Jones | Unpaid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Agreement | 01.01.2024 | Alex Jones | Unpaid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | paid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | paid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | Unpaid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | paid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | paid | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | Unpaid | 01.01.2024 | 10 | $900.00 |
| Invoice/Order ID | Order Type | Order Date | Customer Name | Order Amount | Actions |
|---|---|---|---|---|---|
| 12345 | Invoice | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Fastshop | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Payment Catcher | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Payment Catcher | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Agreement | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Payment Catcher | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Payment Catcher | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Payment Catcher | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | $900.00 |
| Invoice/Order ID | Order Type | Order Date | Customer Name | Due Date | Days Overdue | Order Amount | Actions |
|---|---|---|---|---|---|---|---|
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 | |
| 12345 | Invoice | 01.01.2024 | Alex Jones | 01.01.2024 | 10 | $900.00 |
| Invoice/Order ID | Order Type | Customer Name | Scheduled Date | Order Amount |
|---|---|---|---|---|
| 12345 | Invoice | Alex Jones | 01.01.2024 | $900.00 |
Welcome to your EOD Reports Dashboard. This dashboard provides a comprehensive overview of your financial transactions, including sales, refunds, and cash outflows. Use the filters below to customize your view based on the date range and employee. You can also download detailed reports and summaries for further analysis.
Sales Analysis between 11.04.2023 and 11.04.2024 by MyBMR
| Order ID | Date | Customer Name | Order Amount | Order Type | Quantity | Sales Revenue | Profit |
|---|---|---|---|---|---|---|---|
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
Sales By Payment Type
| Transaction ID | Order ID | Transaction Date | Customer name | Transaction Amount | Order Type | Payment Method | Action |
|---|---|---|---|---|---|---|---|
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) | |
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) | |
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) | |
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) |
Sales by Payment Source
| Order ID | Order Date | Customer name | Order Type | Order Amount | Action |
|---|---|---|---|---|---|
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 |
Top Products
| Inventory Name | Sales Revenue | Sales Volume | Sales % | Actions |
|---|---|---|---|---|
| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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Weakest Products
| Inventory Name | Sales Revenue | Sales Volume | Sales % | Actions |
|---|---|---|---|---|
| Iphone 15 Pro | $1,000.00 | 100 | 12% |
|
| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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High Inventory
| Inventory Name | Trigger Quantity | In-Stock Quanity | Actions |
|---|---|---|---|
| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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Low Inventory
| Inventory Name | Trigger Quantity | In-Stock Quanity | Actions |
|---|---|---|---|
| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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Welcome to Sales tab! Here you can view your sales performance with key metrics like total sales, net profit, orders, taxes, refunds, and commissions at a glance. Use the filters below to customize your view based on the date range and employee. Analyse sales data by product, payment type, and source, and download reports for further insights.
Sales Analysis between 11.04.2023 and 11.04.2024 by MyBMR
| Order ID | Date | Customer Name | Order Amount | Order Type | Quantity | Sales Revenue | Profit |
|---|---|---|---|---|---|---|---|
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
| 1569874632 | 10.11.2023 | John Deo | $100.00 | Package | 500 | $350 | $500.00 |
Top Products
| Inventory Name | Sales Revenue | Sales Volume | Profit Margin | Sales % |
|---|---|---|---|---|
| Iphone 15 Pro | $1,000.00 | 100 | $500 | 12% |
| Iphone 15 Pro | $1,000.00 | 100 | $500 | 12% |
| Iphone 15 Pro | $1,000.00 | 100 | $500 | 12% |
| Iphone 15 Pro | $1,000.00 | 100 | $500 | 12% |
| Iphone 15 Pro | $1,000.00 | 100 | $500 | 12% |
Sales By Payment Type
| Transaction ID | Order ID | Transaction Date | Customer name | Transaction Amount | Order Type | Payment Method | Action |
|---|---|---|---|---|---|---|---|
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) | |
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) | |
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) | |
| 12 | 2023-24/0001 | 05.10.2023 | John Doe | $500 | Simple | Credit Card (Visa) |
Sales by Payment Source
| Order ID | Order Date | Customer name | Order Type | Order Amount | Action |
|---|---|---|---|---|---|
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 | |
| 2023-24/0001 | 03/12/2024 | John Doe | Fastshop | $500 |
Welcome to Taxes tab! Here you will find a comprehensive summary of the taxes collected on your sales. View total applicable sales, tax amounts, and details of orders with maximum and minimum tax collection. Use the filters below to customize your view based on the date range and employee. You can also download detailed reports and summaries for further analysis.
Orders with Maximum Tax Collection
| Order Id | Order Amount | Total Tax |
|---|---|---|
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
Orders with Minimum Tax Collection
| Order Id | Order Amount | Total Tax |
|---|---|---|
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
Overall Tax Collection
| # | Order Id | Order Amount | Total Tax | Action |
|---|---|---|---|---|
| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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Welcome to Surcharge tab! Here you can find a detailed view of surcharge collections on your sales. Review total applicable sales, surcharge amounts, and orders with maximum and minimum surcharge collection. Customize your data view with filters for date range and employee, and download comprehensive surcharge reports for further analysis.
Orders with Maximum Surcharge Collection
| Order Id | Order Amount | Total Surcharge |
|---|---|---|
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
Orders with Minimum Surcharge Collection
| Order Id | Order Amount | Total Surcharge |
|---|---|---|
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
| 1234345465757 | $1,000.00 | $10.00 |
Overall Surcharge Collection
| # | Order Id | Order Amount | Total Surcharge | Action |
|---|---|---|---|---|
| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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Welcome to Discounts tab! Here you will find a comprehensive overview of discounts applied to your sales. Review the total applicable sales, discount values, and details of orders with the highest and lowest discounts. Customize the data view using filters for date range and employee, and download detailed discount reports for further analysis.
Discount on Orders between 1st January 2024 to 31st January 2024 by John Deo
Orders with Maximum Discount Values
| Order Id | Order Amount | Total Discount |
|---|---|---|
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
Orders with Least Discount Values
| Order Id | Order Amount | Total Discount |
|---|---|---|
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
| 1234345465757 | $1,000.00 | $100.00 |
Overall Discount Value
| # | Order Id | Order Amount | Total Discount | Action |
|---|---|---|---|---|
| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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| 2413214 | 1234345465757 | $1,000.00 | $100.00 |
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Welcome to Inventory tab! Here you will find an in-depth analysis of your inventory performance. Monitor inventory sales trends, top and weakest products, and high and low inventory levels. Use the filters below to customize your view based on the date range, employee and inventory type. Access and download detailed reports and summaries to optimize inventory management and make informed decisions.
Inventory Sold between 11.04.2023 and 11.04.2024 by MyBMR
| Inventory Name | Sales Volume | Total Sales | Total Discount | Total Taxes | Action |
|---|---|---|---|---|---|
| T-shirt, Blue, XL | 500 | $14000.00 | $200.00 | $150.00 | |
| T-shirt, Blue, XL | 500 | $14000.00 | $200.00 | $150.00 | |
| T-shirt, Blue, XL | 500 | $14000.00 | $200.00 | $150.00 | |
| T-shirt, Blue, XL | 500 | $14000.00 | $200.00 | $150.00 | |
| T-shirt, Blue, XL | 500 | $14000.00 | $200.00 | $150.00 | |
| T-shirt, Blue, XL | 500 | $14000.00 | $200.00 | $150.00 | |
| T-shirt, Blue, XL | 500 | $14000.00 | $200.00 | $150.00 |
Top Products
| Inventory Name | Sales Revenue | Sales Volume | Sales % | Actions |
|---|---|---|---|---|
| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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Weakest Products
| Inventory Name | Sales Revenue | Sales Volume | Sales % | Actions |
|---|---|---|---|---|
| Iphone 15 Pro | $1,000.00 | 100 | 12% |
|
| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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| Iphone 15 Pro | $1,000.00 | 100 | 12% |
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High Inventory
| Inventory Name | Trigger Quantity | In-Stock Quanity | Actions |
|---|---|---|---|
| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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Low Inventory
| Inventory Name | Trigger Quantity | In-Stock Quanity | Actions |
|---|---|---|---|
| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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| Iphone 15 Pro | 100 | 150 |
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Welcome to Customer tab! Here you can track total customers, new customers, appointments, and leads during the selected period. You can also view top 5 customers based on order value and profit margin, and monitor overall customer performance. Use the filters to customize the data display by date range and customer, and download detailed reports for deeper insights.
Top 5 Customers Based on Order Value
Overall Customer Performance
| # | Customer Name | Total Order Value | Average order value | No of Orders | Last Order Date | Actions |
|---|---|---|---|---|---|---|
| 01 | Larry Wheels | $14000.00 | $40 | 20 | 12.03.2024 |
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| 01 | Larry Wheels | $14000.00 | $40 | 20 | 12.03.2024 |
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| 01 | Larry Wheels | $14000.00 | $40 | 20 | 12.03.2024 |
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| 01 | Larry Wheels | $14000.00 | $40 | 20 | 12.03.2024 |
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| 01 | Larry Wheels | $14000.00 | $40 | 20 | 12.03.2024 |
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| 01 | Larry Wheels | $14000.00 | $40 | 20 | 12.03.2024 |
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| 01 | Larry Wheels | $14000.00 | $40 | 20 | 12.03.2024 |
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Welcome to Employee tab! Get a detailed view of employee performance and activities. Track metrics like total employees, new hires, commissions, and appointments scheduled during the selected period. Identify top and weakest performers based on order value. Customize your data display by date range, and download comprehensive reports for further analysis.
Top 5 Employees Based on Order Value
| # | Employee Name | Total Order Value | Average order value | No. of Orders | Actions |
|---|---|---|---|---|---|
| 01 | Larry Wheels | $14000.00 | $40 | 20 |
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| 02 | Larry Wheels | $14000.00 | $40 | 20 |
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| 03 | Larry Wheels | $14000.00 | $40 | 20 |
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| 04 | Larry Wheels | $14000.00 | $40 | 20 |
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| 05 | Larry Wheels | $14000.00 | $40 | 20 |
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