Sales Reports

Sales reports provide detailed insights into your platform’s revenue generation, helping you track performance, identify trends, and make data-driven business decisions. These reports are essential for understanding which products, plans, or campaigns are performing well and where improvements are needed.

Key Components of Sales Reports

Revenue Overview

• Total revenue generated over a specific period (daily, weekly, monthly, quarterly).

• Breakdown by product, subscription plan, or payment method.

• Comparison with previous periods to track growth.

Transaction Details

• Number of transactions processed.

• Payment success vs. failure rates.

• Refunds and chargebacks.

Customer Insights

• New vs. returning customers.

• Customer churn and retention metrics.

• Average Revenue Per User (ARPU) by plan or segment.

4. Performance by Channel

• Track revenue from different acquisition channels:

  • Organic

  • Paid campaigns

  • Affiliates or partners

  
  

• Identify which channels provide the highest ROI.

Example Sales Report Table

Info: Customizing your sales reports by date range, product, or subscription plan can provide more granular insights into performance and help identify actionable trends.

Generating Sales Reports

Most fintech SaaS platforms allow you to generate sales reports directly from the admin dashboard. Common features include:

• Filter Options: By date, product, plan, or customer segment.

• Export Functionality: CSV, Excel, or PDF for internal reporting or accounting purposes.

• Automated Scheduling: Set up recurring reports to be sent to stakeholders automatically.

// Example: Fetching sales report data via API
fetch('https://api.yourplatform.com/v1/sales?start_date=2025-09-01&end_date=2025-09-30', {
  headers: { 'Authorization': 'Bearer YOUR_API_KEY' }
})
.then(res => res.json())
.then(data => console.log(data))

Best Practices

1. Regular Review: Monitor sales reports weekly or monthly to identify trends early.

2. Track KPIs: Focus on key metrics like revenue, ARPU, refunds, and churn.

3. Segment Your Data: Analyze performance by product, plan, or acquisition channel.

4. Act on Insights: Use data from sales reports to optimize marketing campaigns, pricing, and product offerings.

Tip: Integrating your sales reports with analytics dashboards provides a holistic view of revenue performance and customer behavior in one place.