Performance Report: compare sales and purchases
Review monthly sales, purchase, and profit/loss from invoiced orders.
2 min read · 5 steps
Where to go
Reports → Performance Report
Step by step
- 1
Set the available date and currency filters for your review.
- 2
Select Run to load the performance figures.
- 3
Review Performance by currency before comparing totals.
- 4
Inspect Monthly performance for each month and currency, including Sales, Purchase, and Profit/Loss.
- 5
Use Profit Report or the underlying invoices when you need to investigate a change.
See it in the workspace
Actual portal screens. Private values are hidden where needed. Open an image to see it at full size.
Good to know
Compare like currencies and periods. Monthly performance is based on invoiced orders, not simply the cash received during the month.
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