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Reports goes deeper than Home: the same business, but for any period you choose and split by month, brand and client. You find it under Analytics in the side menu.
The Reports page.

The Reports page.

Reports needs the Reports permission, and the module must be part of your plan. If the page is not in your menu, ask whoever manages your company’s Velyti account. See Users and roles and Plan and billing.

Choose the period

The Period selector sets the dates every tab uses. By default it is the Last 12 months. The Quick dates are:
  • This month
  • Last month
  • Quarter
  • Year to date
  • Last 12 months
The line under the title repeats the period and says when the figures were calculated. As on Home, each contract counts on the date it was completed. If there is nothing to show, the page says No data in this period.

The report tabs

  • Revenue and the number of completed sales.
  • Cost of goods sold: what was paid for the units sold.
  • Gross margin, in pesos and as a share of revenue, with the change against the previous period.
  • Average margin per sale, as a percentage over cost.
  • Revenue and margin by month, as a chart you can switch to a table with Show as a table. A month still in progress is drawn hatched and labeled as in progress.
  • Payment methods of the completed sales.
  • All time: cumulative revenue, cumulative investment and Net cash flow.
Net cash flow is revenue minus investment since the first record, and the investment includes the units still on the lot. In a buying period it is negative without being a loss. Profit is the gross margin.
Terms such as gross margin, margin over cost, turnover and days of inventory are defined in the Glossary.

Month’s pace

The Month’s pace tab shows how sales are going compared with the previous period. It has its own selector, Period of the pace, apart from the report’s Period.
The Month's pace tab.

The Month's pace tab.

Choose the pace’s period

Use the Period of the pace selector to change what the figures cover.
A period in progress is compared with the same stretch of the previous one, not with the whole previous month. September up to the 22nd is compared with August 1 to 22, so a month halfway through does not look slow just for being halfway. The page always says which stretch it compares with and what it was worth. See “Same cut” in the Glossary.

Sales for the period

The band gives the total of sales for the period and the change against the comparison period. Next to it:
  • Units sold, with how many more or fewer than in the comparison period.
  • Gross margin, with its share of sales. It is the price minus the cost of the units sold, before expenses.
  • Purchases, with the number of units bought.
Each contract counts on the date it was Completed, never on the date it was created.

Pace

The pace chart draws the running total of sales day by day and sets it against the comparison period at the same point. A short sentence above it says whether you are ahead of, behind or level with the comparison. A screen reader gets the same information as a summary of the running sales. While the month is running, the chart is drawn only up to Today, and the previous month’s final close is shown apart as a reference.

Download a report

Use Download the report to get the current report as PDF, Excel or CSV. The app shows Preparing the file… while it builds it and File downloaded when it is done.
The export carries the register of contracts created in the period with the clients’ contact details. Treat the file as personal data: share it only with people who need it and store it safely.