Detailed Sales Reports
From Reports → Sales you access the full sales analysis module. Each tab offers a different perspective on your commercial performance, from daily trends to the complete fiscal breakdown for Mexico.
Tab: Summary
The summary view presents a general overview:
| Component | Description |
|---|---|
| Daily trend | Line chart with sales per day in the selected period |
| Period comparison | Percentage variation vs. previous period (week, month, year) |
| Total sales | Accumulated amount in the period |
| Order count | Number of processed orders |
| Average ticket | Average value per order |
Tip
Enable the previous period comparison to quickly identify whether your sales are growing or declining relative to the same past time range.
Tab: By Order
Breaks down each order with relevant fiscal metrics:
| Column | Detail |
|---|---|
| Order number | Unique identifier |
| Date | Creation date |
| Customer | Buyer name |
| Subtotal | Amount before taxes |
| VAT | Transfer tax |
| ISR withholding | Applied ISR withholding (if any) |
| VAT withholding | Applied VAT withholding (if any) |
| Commissions | Marketplace/gateway commissions |
| Deductible commissions | Deductible portion of commissions (with VAT) |
| Total | Final amount collected |
Fiscal metrics
The withholding and deductible commission columns are especially useful for monthly tax filing in Mexico. See the Mexico Fiscal tab for the complete calculation.
Tab: By Product
Product performance analysis:
| Column | Detail |
|---|---|
| SKU | Unique product code |
| Name | Product name |
| Units sold | Total quantity sold in the period |
| Revenue | Total amount generated by the product |
| Average ticket | Average selling price |
| % of total | Share of total sales |
Sort by units or revenue to identify your star products and those with low performance.
Tab: By Channel
Compare performance across sales channels:
| Column | Detail |
|---|---|
| Channel | Channel name (Shopify, Amazon, MercadoLibre, etc.) |
| Orders | Order count from the channel |
| Revenue | Total sales from the channel |
| AOV | Average Order Value |
| % of total | Share of total sales |
| Commissions | Total commissions charged by the channel |
Tip
Compare AOV across channels to identify where your customers spend more per purchase. This helps you decide where to focus your advertising investment.
Tab: By Category
Groups sales by product category:
- Main category and subcategories
- Revenue by category
- Units sold
- Percentage share
- Trend vs. previous period
Tab: By Brand
Breaks down sales by brand or manufacturer:
- Brand name
- Products sold
- Revenue generated
- Total units
- Volume ranking
Tab: Mexico Fiscal
Regional availability
This tab is exclusively available for accounts with operations in Mexico.
The Mexico fiscal report presents the complete formula for tax obligation calculations:
Fiscal formula
Taxable income
- Authorized deductions
- Deductible commissions (with invoiced VAT)
= Taxable base
Transferred VAT (collected)
- Creditable VAT (paid on purchases/commissions)
= VAT payable (or credit balance)Report components
| Metric | Description |
|---|---|
| Gross revenue | Total invoiced sales in the period |
| Transferred VAT | VAT collected from customers |
| ISR withholdings | ISR withheld by platforms (2DAT, marketplace) |
| VAT withholdings | VAT withheld by platforms |
| Total commissions | Sum of commissions across all channels |
| Deductible commissions | Commissions with CFDI that are deductible |
| Commission VAT | VAT included in commissions (creditable) |
| ISR taxable base | Revenue - authorized deductions |
| VAT payable | Transferred VAT - creditable VAT |
Deductibility calculation
Commissions are deductible when:
- The marketplace issues a CFDI for its services
- Payment is verifiable (transfer, not cash)
- It is recorded in the corresponding fiscal period
Consult your accountant
Fiscal calculations are indicative. Always consult with your accountant or tax advisor for the definitive filing. Fenicia provides the data, but fiscal responsibility lies with the taxpayer.
VAT accrual
The report shows VAT under the accrual method:
- VAT collected — At the time of sale (accrued)
- VAT paid — At the time of commission and expense payment
- Difference — Amount to remit or credit balance
Data export
All reports can be exported as:
- CSV — For spreadsheet analysis
- Excel — With formatting and totals
- PDF — For formal presentation
Required permissions
| Permission | Allows |
|---|---|
insights:read | View sales reports |
insights:export | Export data |
insights:view-sales | Access sales tabs |
Related articles
- Sales Reports — General overview of the reports module.
- CFDI Management — Fiscal documents that feed the reports.
- CFDI & Sales Linking — Order invoicing status.