How to Check Sales by Client Report in Sleek Bill Inventory?

Curious about which customers really drive your business?

With Sleek Bill’s Sales by Client Report, it’s easy to see exactly which customers bring in the most sales. You can use this info to get closer to your best clients and really understand how your business is performing.

Here’s how you get the report.

Benefits of the Sales by Client Report

• Identify loyal customers
• Improve customer relationship management
• Track customer purchase trends
• Plan marketing campaigns
• Increase customer retention

Export reports for business analysis

Why Check the Sales by Client Report?

The Sales by Client Report helps you:

• Identify your top customers
• Track customer purchase history
• Measure customer-wise revenue
• Improve customer relationship management
• Analyze repeat business

Step 2: Login to Your Account

Enter your Email ID and Password.

Click Sign In.

Step 3: Open Reports

After logging in, click Reports from the dashboard.

Step 4: Select Sales by Client

Under the Inventory Reports section, click Sales by Client.

Step 5: Choose the Date Range

Choose dates range so select From Date and To Date.

This allows you to generate reports for any period.

Step 6: Export the Report

Click Export.

Step 7: Then click Download to save the report.

What Information Does the Sales by Client Report Show?

The report includes:

• Company name
• GSTIN Number
• Date from Sales
• Client Name
•  Date
• Doc No
• Type : Tax Inclusive/Exclusive
• Creator Name
• Currency
• Total Amount.
• Taxable Amount.
• IGST, CGST,SGST
• Sales History
• Other Amount
• Balance
• Status

This report makes it easy to understand customer buying patterns and identify your most valuable clients.

Conclusion

The Sales by Client Report gives you valuable insights into your customer base. Instead of manually checking invoices, Sleek Bill lets you generate customer-wise sales reports instantly, helping you make better business and sales decisions.