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

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

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

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

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:

1. The marketplace issues a CFDI for its services
2. Payment is verifiable (transfer, not cash)
3. It is recorded in the corresponding fiscal period

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.