Sales Reports

Analyze revenue, track sales performance, and gain customer insights with NetSuite's sales reporting.

Sales Report Categories

SALES REPORTING OVERVIEW
═══════════════════════════════════════════════════════════════════════════════

┌─────────────────────────────────────────────────────────────────────────────┐
│                           SALES REPORTS                                      │
└─────────────────────────────────────────────────────────────────────────────┘
                                    │
        ┌───────────────┬───────────┴───────────┬───────────────┐
        │               │                       │               │
        ▼               ▼                       ▼               ▼
┌───────────────┐ ┌───────────────┐   ┌───────────────┐ ┌───────────────┐
│  BY CUSTOMER  │ │    BY ITEM    │   │   BY SALES   │ │   PIPELINE    │
│               │ │               │   │     REP      │ │   FORECAST    │
├───────────────┤ ├───────────────┤   ├───────────────┤ ├───────────────┤
│ • Revenue     │ │ • Product Mix │   │ • Commission │ │ • Opportunity │
│ • Order Freq  │ │ • Top Sellers │   │ • Quota      │ │ • Probability │
│ • Profitabil. │ │ • Margin      │   │ • Territory  │ │ • Close Date  │
│ • Trends      │ │ • Returns     │ │ • Comparisons│ │ • Stage       │
└───────────────┘ └───────────────┘   └───────────────┘ └───────────────┘

Sales by Customer

Overview

Analyze customer purchasing patterns, revenue contribution, and profitability.

Navigation: Reports → Sales → Sales by Customer

Key Reports

Report	Description	Use Case
Sales by Customer Summary	Total sales per customer	Top customer identification
Sales by Customer Detail	Transaction-level detail	Deep dive analysis
Customer Profitability	Revenue minus costs	Margin analysis
Customer Order History	Historical ordering patterns	Trend analysis

Report Example

SALES BY CUSTOMER SUMMARY
═══════════════════════════════════════════════════════════════════════════════
Period: Jan 2024 - Dec 2024

┌─────────────────────────────────────────────────────────────────────────────┐
│ Rank │ Customer           │ Orders │ Revenue    │ % Total │ Cum %   │ Trend │
├──────┼────────────────────┼────────┼────────────┼─────────┼─────────┼───────┤
│  1   │ Acme Corporation   │   145  │ $892,500   │  18.2%  │  18.2%  │  ▲ 12%│
│  2   │ Global Industries  │   112  │ $678,300   │  13.8%  │  32.0%  │  ▲  8%│
│  3   │ TechStart Inc      │    98  │ $534,200   │  10.9%  │  42.9%  │  ▼  3%│
│  4   │ MegaCorp Ltd       │    87  │ $445,800   │   9.1%  │  52.0%  │  ▲ 15%│
│  5   │ Premier Solutions  │    76  │ $389,400   │   7.9%  │  59.9%  │  ─  0%│
│ ...  │ ...                │   ...  │ ...        │   ...   │   ...   │   ... │
├──────┴────────────────────┴────────┴────────────┴─────────┴─────────┴───────┤
│ TOTAL                     │ 1,245  │$4,907,500  │ 100.0%  │         │  ▲  7%│
└─────────────────────────────────────────────────────────────────────────────┘

Customer Segments:
  Top 20% of customers = 80% of revenue (Pareto principle confirmed)

SuiteQL Query

-- Sales by Customer with YoY comparison
SELECT
    c.entityid AS customer_id,
    c.companyname AS customer_name,
    COUNT(DISTINCT t.id) AS order_count,
    SUM(t.foreigntotal) AS total_revenue,
    ROUND(SUM(t.foreigntotal) * 100.0 /
        (SELECT SUM(foreigntotal) FROM transaction WHERE type = 'CustInvc'), 2) AS pct_of_total
FROM
    transaction t
JOIN
    customer c ON t.entity = c.id
WHERE
    t.type = 'CustInvc'
    AND t.trandate >= '2024-01-01'
    AND t.trandate <= '2024-12-31'
GROUP BY
    c.id, c.entityid, c.companyname
ORDER BY
    total_revenue DESC

Sales by Item

Overview

Analyze product performance, identify top sellers, and track item profitability.

Navigation: Reports → Sales → Sales by Item

Key Reports

Report	Description	Use Case
Sales by Item Summary	Total sales per item	Product performance
Item Profitability	Revenue vs COGS	Margin analysis
Quantity Sold	Units sold by item	Volume analysis
Sales by Category	Sales by item category	Category performance

Report Example

SALES BY ITEM SUMMARY
═══════════════════════════════════════════════════════════════════════════════
Period: Q4 2024

┌─────────────────────────────────────────────────────────────────────────────┐
│ SKU      │ Item Name          │ Qty Sold │ Revenue   │ COGS     │ Margin % │
├──────────┼────────────────────┼──────────┼───────────┼──────────┼──────────┤
│ PRD-001  │ Enterprise Server  │      45  │ $450,000  │ $270,000 │   40.0%  │
│ PRD-002  │ Business Workstat. │     120  │ $360,000  │ $234,000 │   35.0%  │
│ PRD-003  │ Network Switch Pro │     200  │ $200,000  │ $120,000 │   40.0%  │
│ SVC-001  │ Installation Serv. │      85  │ $170,000  │  $68,000 │   60.0%  │
│ PRD-004  │ Security Appliance │      95  │ $142,500  │  $99,750 │   30.0%  │
│ ACC-001  │ Premium Cable Kit  │     450  │  $67,500  │  $27,000 │   60.0%  │
│ ...      │ ...                │     ...  │ ...       │ ...      │   ...    │
├──────────┴────────────────────┴──────────┴───────────┴──────────┴──────────┤
│ TOTALS                        │   1,850  │$1,890,000 │$1,040,750│   44.9%  │
└─────────────────────────────────────────────────────────────────────────────┘

Product Mix Analysis:
  Hardware: 75% of revenue
  Services: 18% of revenue
  Accessories: 7% of revenue

SuiteQL Query

-- Item Sales with Margin Analysis
SELECT
    i.itemid AS sku,
    i.displayname AS item_name,
    SUM(tl.quantity) AS qty_sold,
    SUM(tl.quantity * tl.rate) AS revenue,
    SUM(tl.quantity * i.cost) AS cogs,
    ROUND((SUM(tl.quantity * tl.rate) - SUM(tl.quantity * i.cost)) * 100.0 /
        NULLIF(SUM(tl.quantity * tl.rate), 0), 2) AS margin_pct
FROM
    transactionline tl
JOIN
    transaction t ON tl.transaction = t.id
JOIN
    item i ON tl.item = i.id
WHERE
    t.type = 'CustInvc'
    AND tl.mainline = 'F'
    AND tl.item IS NOT NULL
    AND t.trandate >= '2024-10-01'
GROUP BY
    i.id, i.itemid, i.displayname
ORDER BY
    revenue DESC

Sales by Sales Rep

Overview

Track sales team performance, quota attainment, and commission calculations.

Navigation: Reports → Sales → Sales by Sales Rep

Key Reports

Report	Description	Use Case
Sales by Rep Summary	Total sales per rep	Performance ranking
Quota vs Actual	Attainment tracking	Goal monitoring
Commission Report	Calculated commissions	Compensation
Rep by Territory	Geographic performance	Territory analysis

Report Example

SALES REP PERFORMANCE
═══════════════════════════════════════════════════════════════════════════════
Period: Q4 2024

┌─────────────────────────────────────────────────────────────────────────────┐
│ Sales Rep       │ Orders │ Revenue    │ Quota      │ Attain% │ Commission │
├─────────────────┼────────┼────────────┼────────────┼─────────┼────────────┤
│ Sarah Johnson   │    42  │ $485,000   │ $450,000   │  107.8% │   $24,250  │
│ Michael Chen    │    38  │ $412,500   │ $400,000   │  103.1% │   $20,625  │
│ Emily Rodriguez │    35  │ $378,200   │ $400,000   │   94.6% │   $18,910  │
│ David Kim       │    31  │ $342,800   │ $350,000   │   97.9% │   $17,140  │
│ Jessica Brown   │    28  │ $298,500   │ $350,000   │   85.3% │   $14,925  │
├─────────────────┴────────┴────────────┴────────────┴─────────┴────────────┤
│ TEAM TOTAL      │   174  │$1,917,000  │$1,950,000  │   98.3% │   $95,850  │
└─────────────────────────────────────────────────────────────────────────────┘

Performance Distribution:
  ████████████████████░░░░░░░░░░  Above Quota: 2 reps (40%)
  ██████████████████████████████  At/Near Quota: 2 reps (40%)
  ██████████████░░░░░░░░░░░░░░░░  Below Quota: 1 rep (20%)

Sales Pipeline & Forecast

Overview

Track opportunities, predict revenue, and manage the sales funnel.

Navigation: Reports → Sales → Sales Forecast

Pipeline Stages

SALES PIPELINE FUNNEL
═══════════════════════════════════════════════════════════════════════════════

  ┌─────────────────────────────────────────────────────────┐
  │              PROSPECTING                                │ $2,450,000
  │              (45 opportunities)                         │ 10% prob
  └───────────────────────────┬─────────────────────────────┘
                              │
        ┌─────────────────────┴─────────────────────┐
        │          QUALIFICATION                    │ $1,890,000
        │          (32 opportunities)               │ 25% prob
        └───────────────────┬───────────────────────┘
                            │
              ┌─────────────┴─────────────┐
              │        PROPOSAL           │ $1,250,000
              │        (24 opportunities) │ 50% prob
              └───────────┬───────────────┘
                          │
                ┌─────────┴─────────┐
                │   NEGOTIATION     │ $780,000
                │   (15 opportunities) 75% prob
                └────────┬──────────┘
                         │
                    ┌────┴────┐
                    │ CLOSED  │ $320,000
                    │ WON (8) │ 100%
                    └─────────┘

Weighted Pipeline Value: $1,147,500
Expected Close This Quarter: $625,000

Forecast Report

SALES FORECAST BY MONTH
═══════════════════════════════════════════════════════════════════════════════

Month      │ Closed    │ Committed │ Best Case │ Pipeline  │ Total Fcst
───────────┼───────────┼───────────┼───────────┼───────────┼───────────
Jan 2025   │ $125,000  │ $280,000  │ $180,000  │ $420,000  │ $585,000
Feb 2025   │  $45,000  │ $195,000  │ $220,000  │ $580,000  │ $460,000
Mar 2025   │     $0    │ $150,000  │ $340,000  │ $890,000  │ $490,000
───────────┼───────────┼───────────┼───────────┼───────────┼───────────
Q1 Total   │ $170,000  │ $625,000  │ $740,000  │$1,890,000 │$1,535,000

Forecast Categories:
  Closed     = Deals already closed-won
  Committed  = 90%+ probability
  Best Case  = 50-89% probability
  Pipeline   = <50% probability

Additional Sales Reports

Order Reports

Report	Description
Open Sales Orders	Orders pending fulfillment
Backorder Report	Items on backorder
Order to Cash Cycle	Days from order to payment
Order Fulfillment Rate	% of orders shipped on time

Returns & Credits

Report	Description
RMA Report	Return authorizations
Credit Memo Summary	Credits issued
Return Rate by Item	Items with high returns
Refund Analysis	Customer refunds

Geographic Analysis

Report	Description
Sales by Territory	Revenue by sales territory
Sales by Region	Geographic revenue distribution
Sales by Country	International sales breakdown

Sales KPIs Dashboard

KEY SALES METRICS
═══════════════════════════════════════════════════════════════════════════════

┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐
│   REVENUE MTD   │  │   NEW ORDERS    │  │   AVG ORDER     │  │  CLOSE RATE     │
│   $1,245,000    │  │      156        │  │    $7,980       │  │     28.5%       │
│    ▲ 12.3%      │  │    ▲ 8.2%       │  │    ▲ 5.1%       │  │    ▲ 2.3%       │
└─────────────────┘  └─────────────────┘  └─────────────────┘  └─────────────────┘

┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐
│  PIPELINE VALUE │  │  QUOTA ATTAIN   │  │   SALES CYCLE   │  │  WIN/LOSS RATIO │
│   $4,250,000    │  │     94.2%       │  │    32 days      │  │      3.2:1      │
│    ▲ 15.7%      │  │    ▼ 3.1%       │  │    ▼ 5 days     │  │    ▲ 0.4        │
└─────────────────┘  └─────────────────┘  └─────────────────┘  └─────────────────┘

Next Steps

Goal	Go To
Inventory tracking	Inventory Reports →
AR/AP management	AR/AP Reports →
Tax compliance	Tax Reports →
Build custom reports	Custom Reports →

Sales Report Categories​

Sales by Customer​

Overview​

Key Reports​

Report Example​

SuiteQL Query​

Sales by Item​

Overview​

Key Reports​

Report Example​

SuiteQL Query​

Sales by Sales Rep​

Overview​

Key Reports​

Report Example​

Sales Pipeline & Forecast​

Overview​

Pipeline Stages​

Forecast Report​

Additional Sales Reports​

Order Reports​

Returns & Credits​

Geographic Analysis​

Sales KPIs Dashboard​

Next Steps​

Sales Report Categories

Sales by Customer

Overview

Key Reports

Report Example

SuiteQL Query

Sales by Item

Overview

Key Reports

Report Example

SuiteQL Query

Sales by Sales Rep

Overview

Key Reports

Report Example

Sales Pipeline & Forecast

Overview

Pipeline Stages

Forecast Report

Additional Sales Reports

Order Reports

Returns & Credits

Geographic Analysis

Sales KPIs Dashboard

Next Steps