The Sales by Client Growth Report compares client sales, costs, and profits from different periods of time. This allows your business to see shifts in client purchasing over time and how that impacts profit.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Client
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

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Sales by Date Growth Report

The Sales by Date Growth Report compares your business's sales, costs, and profits, day-by-by. Based on the example below, the first row is 04/01/2020 compared to 12/03/2018 as they're both the first dates of the ranges selected for the report.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd0000095xFD">)

Sales by Employee Department Growth Report

The Sales by Employee Department Growth Report compares the sales, costs, and profits of employee departments from different periods of time. This allows your business to see shifts in employee department performance over time and how that influences profit.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Employee Department
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

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Sales by Employee Growth Report

The Sales by Employee Growth Report compares employee sales, costs, and profits from different periods of time. This allows your business to see shifts in employee performance over time and how that impacts profit.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Employee
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd000009600A">)

Sales by Gift Card Growth Report

The Sales by Gift Card Growth Report compares gift card sales, costs, and profits from two different periods of time. This allows your business to see changes in gift card purchasing and the differences in gift card profit.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd00000964LY">)

Sales by Inventory Class Growth Report

The Sales by Inventory Class Growth Report compares inventory class sales, costs, and profits from different periods of time. This allows your business to see the profitability of different inventory classes over time.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Inventory Class
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd0000096DGj">)

Sales by Inventory Department Growth Report

The Sales by Inventory Department Growth Report compares inventory department sales, costs, and profits from different periods of time. This allows your business to see the profitability of different inventory departments over time and compared to one another.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Inventory Department
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd0000096DLZ">)

Sales by Inventory Growth Report

The Sales by Inventory Growth Report compares inventory sales, costs, and profits from different periods of time. This allows your business to see the profitability of different inventory items compared to one another and over time.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Inventory
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd00000969t4">)

Sales by Lead Source Growth Report

The Sales by Lead Source Growth Report compares the sales, costs, and profits associated with different lead sources from different periods of time. This allows your business to see the profitability of different lead sources over time and compared to one another. This report could be helpful in deciding which marketing tactics to focus on!

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Lead Source
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd0000096DTd">)

Sales by Manufacturer Growth Report

The Sales by Manufacturer Growth Report compares sales, costs, and profits associated with various manufacturers over different periods of time. This allows your business to see the profitability of working with certain manufacturers compared to previous time periods.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Manufacturer
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

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Sales by Retail Growth Report

The Sales by Retail Growth Report compares retail item sales, costs, and profits from different periods of time. This allows your business to see the profitability of different retail items over time and compared to one another. This report could aid in deciding which retail items to continue carrying in your business.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Retail
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd00000968Ac">)

Sales by Service Growth Report

The Sales by Service Growth Report compares service sales, costs, and profits from different periods of time. This allows your business to see the profitability of different services over time and compared to one another. The report can give your business insight into the services that are growing in popularity among clients.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Service
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd0000096APK">)

Sales by Vendor Growth Report

The Sales by Vendor Growth Report compares sales, costs, and profits associated with various vendors over different periods of time. This allows your business to see the profitability of working with certain vendors compared to previous time periods and aid in the inventory ordering decision-making process.

Options Include:

Date Ranges
Graph Options
Inventory Type
All or Single Client
All or Single Lead Source
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Item
All or Single Inventory Department
All or Single Inventory Class
All or Single Vendor
All or Single Manufacturer
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Vendor
Total Sales Prior
Total Sales Current
Sales Difference
Prior Cost
Current Cost
Cost Difference
Prior Profit
Current Profit
Profit Difference

Report Example:

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002ZUj&feoid=00N3s00000QF9k7&refid=0EMRd0000096Djl">)