How to analyse sales by customer and by product

What is it for?

It shows how much you sold in a period, to each customer and of each product. It answers questions such as “who are my best customers?” or “which product did I sell most this year?”. These reports only look things up: they create no journal entries and communicate nothing to the AT.

When to use it?

• When you want to know who buys most, before negotiating terms.
• When you want to see the products that contribute most to sales.
• When you want to compare one year's sales with the previous year's.
• Do not use it to find out how much you are owed: you see that in what customers owe.

Where to find it?

• Accounting › Review › Analysis › Sales by customer.
• Accounting › Record › Home › What is there to do? › Analyses and reports: Sales by product and Sales yearly evolution.

Before you start

• Your profile is Accountant, Certified accountant, Management or Auditor. The Billing profile does not have these entries.
• The period's invoices are issued. A draft only counts if you ask for it.

How to use it

1. Open Sales by customer. The report opens on the current year or, if you have already used it in this session, on the last period chosen. Reset goes back to the current year.
2. At the top, choose Month, Quarter or Year and, next to it, which one.
3. To see a customer's documents, click the arrow on the line.
4. To see the journal entries, click the number in the Documents column.
5. To save the report, click Export PDF, or Export › Export XLSX.

Sales by product works the same way, with one product per line. In More filters, you can choose a custom period, in From and until, or only some customers, in Customers and suppliers. The other options are in how to use the reports.

Expected result

Each line shows the number of Documents, the Quantity and the Net sales. The highest amount comes first.

In the example, sales in 2026 add up to €38,393.00 across 41 documents. Sales by product gives the same total, with the Computador portátil 15" in first place, at €19,474.00.

What goes into net sales

• Issued customer invoices and credit notes. Credit notes are deducted: in the example below, the €600.00 invoice and the €600.00 credit note leave the customer at €0.00, with 2 documents.
• Without VAT. The €38,393.00 in the example correspond to €46,294.37 with VAT. So these amounts are not what the customer paid.
• The date is the document's accounting date.

Comparing years

Sales yearly evolution shows one year per line. The arrow opens that year's months. The Variation from the previous year columns compare with the previous calendar year. They stay empty when that year has no documents, as for 2026 in the example. To see several years, widen From and until in More filters. The result is illustrated under purchases, which work the same way.

Important notes

• The reports do not see orders or quotations: only what has already been invoiced.
• The Quantity column adds up different units (hours, boxes, units). For a customer with several products, use it only as an order of magnitude.
• Each company has its own figures. Check the company selected in the top-right corner.

Common problems

“The start date of the period cannot be after its end date.” In More filters, From is after until. Correct the dates: the report appears again.

The report only shows the Total line, at zero. There are no invoices issued in the period. In the example, this happens in 2023. Choose another period or, if the invoice has not been issued yet, tick Include drafts in More filters.

A customer appears with €0.00. The invoice was cancelled by a credit note for the same amount. Open the line to confirm.

I cannot find the report with the Billing profile. These entries belong to Accounting. Ask the accountant for the report.