Growth per Product

Displays in a line chart the growth of a particular product through a period of time. 

Hovering the chart displays a tooltip with the indicated values.

A dropdown list allows the user to select:

• A product
• The value to display
  • Value sold (excluding taxes)
  • Value sold (including taxes)
  • Quantity sold
  • Value purchased (excluding taxes)
  • Value purchased (including taxes)
  • Quantity purchased

Calculation

The "Growth" represents the total value or quantity sold or purchased. The invoices are used to determine this value.

Only the invoices at statuses PAID, SUBMITTED, or AUTHORISED are going to be taken into account. DRAFT or VOIDED invoices are ignored.

The credit notes at statuses PAID, APPLIED or AUTHORISED are going to be taken into account and deducted from the total invoiced. UNAPPLIED or CANCELLED credit notes are ignored.

Settings

The time period can be changed in the settings section (top-right cogwheel).

The product can be selected by clicking its name on the top of the widget.

There is no "Sales history" report in Xero by the time this article is written. The only way to reconcile the data shown in Impac! is to retrieve the invoices list and to add up the invoices and credit notes that match the calculation criteria (selected time period and statuses to take into account).

To retrieve the invoices list: Accounts > Sales > See all. The easiest way then would be to export the invoices list as a CSV and to add filter them using Excel.

Otherwise, the Sales by Item report can also be used: Reports > All Reports > Sales by Item.

Transactions list (invoices and credit notes)

Sales by Item

Same thing in QuickBooks: the only way to reconcile the sales history is to retrieve the list of all invoices and credit notes at correct status, and to sum them.

To retrieve the invoices list: Transactions > Sales. Then, filter the invoices according to the calculation criteria explained above, and click the "Export to Excel" button on the top-right of the table.

Otherwise, the Sales by Product/Service Summary: Reports > All Reports > Sales by Product/Service Summary.

Transactions list (invoices and credit notes)

Sales by Product/Service Summary