Sales Reports vs. Finance Reports

Discover the key differences between the data displayed in your Sales Reports and Finance Reports.

Written By Michelle

Updated on October 7th, 2024

Conceptually, the biggest difference between the Sales and Finance Reports in your dashboard is this:

  • Sales Reports highlight the value of all products and/or services sold during a specific time period, regardless of how much money was actually collected at the time of sale.
  • Finance Reports highlight the actual transactions or exchanges of money that took place during the time period selected, whether in the form of a payment or refund.

The video below provides a more detailed walkthrough of each report.
 

Video Walkthrough: Sales vs. Finance Reports