Worklog← All help
Sales

Sales Reports

Four reports over your sales, each its own screen: month-by-month invoiced against collected, the same broken down by customer, how many quotes turn into work and what sells best. What your repeating invoices come to a month is on Repeating Invoices.

What it is

Sales Reports reads your quotes and invoices back to you. Quotes and Invoices are where you do the work; this is where you see how it is going. You will find it under Sales, called Sales Reports.

Sales Summary, By Customer, Quote Conversion and What Sells are each their own screen rather than tabs on one page, and each has its own 📄 PDF and 📊 CSV / Excel buttons. Most also have a period picker across the top: this month, this year or all time.

Sales summary

One line per month: how many invoices you issued, what they came to excluding VAT, the VAT on those invoices, any credit notes, and then the net sales figure those add up to. Cash sales are added too, excluding VAT: only money in that is not linked to an invoice and is filed under Trading income on your Income Statement. A line with no category is not counted until you give it one. Interest, insurance payouts, refunds received, bad debts recovered, grants and any other money filed under another heading are not sales here (most of them still count in your Profit and Loss), and neither are loans, money you put in yourself or money moved between your accounts. Because of that, the cash sales here can be less than the cash income your Profit and Loss shows. A payment matched to an invoice is counted once, in the invoice. Alongside it, what you have actually received and what is still outstanding on your invoices.

💡The "Received" tile is a percentage — how much of what you billed has actually been paid, leaving out anything you credited. It is the quickest way to see whether a good month on paper turned into money in the bank.

By customer

Every customer you invoiced, biggest first: how many invoices, their net sales (excluding VAT, less credit notes), their share of your sales, when you last invoiced them and what they still owe. Cash sales with no invoice behind them aren't here.

💡The "Top customer" tile is your biggest customer's share of your sales. It turns amber above 50% — a sign the business leans on one customer.

Quote conversion

What became of every quote you sent: converted to an invoice, accepted but not yet invoiced, still open, declined, or expired. The conversion percentage is the quotes you won as a share of those that have been decided — quotes still sitting open are not counted against you.

  • Value won: what the converted and accepted quotes are worth.
  • Value lost: declined and expired quotes together.
  • Still open: quotes nobody has answered yet, and what they would be worth.
⚠️A quote past its valid-until date that was never accepted or declined counts as expired, not open. Leaving it in "open" would make your conversion rate look better than it is, forever.

What sells

Every line off your invoices, added up by what the line says, ranked by value. It shows the quantity sold, how many invoices it appeared on, and what share of your sales it makes up.

💡Lines are matched on the words typed on them, so "Call-out" and "Call out fee" count as two different things. Picking items from your price list rather than retyping them keeps this report sharp.

Recurring (now in Repeating Invoices)

The Recurring report moved into Repeating Invoices, under Sales, on 26 September 2026. That screen lists every repeat, what they come to a month and what is due in the next 30 days, with the same 📄 PDF and 📊 CSV / Excel. See Repeating invoices and supplier invoices.

Related guides
Create and send an invoice →Send a quote →Check who owes you (Age Analysis) →Send a customer statement →
Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.
← Back to the Help Centre