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Items Report

The Items report provides a detailed analysis of invoice revenue and quantities by item, helping you understand which products or services contribute most to your business results.

This report is especially useful for identifying top-performing items, monitoring trends, and supporting pricing or catalogue decisions.

Items report overview

General Overview​

The Items report is structured into visual and analytical sections that work together.

Revenue Composition by Item​

A pie chart displays the revenue distribution by item for the selected period.
This allows you to quickly identify:

  • Best-selling items
  • Items with the highest revenue impact
  • Revenue concentration across your catalogue

You can switch between:

  • By item
  • By category

depending on the level of detail required.

Revenue Evolution – Top Items​

A line chart shows the revenue evolution of the top items over time.

This view helps you:

  • Track performance trends
  • Identify seasonal behaviour
  • Compare revenue growth between key items

Only the top-performing items are displayed to keep the analysis clear and focused.

ABC Analysis – Revenue by Item​

The ABC table classifies items according to their contribution to total revenue:

  • A items – highest revenue contribution
  • B items – moderate contribution
  • C items – lower contribution

For each item, the table displays:

  • Item name
  • Revenue for the current year
  • Comparison with the previous year

This classification supports inventory planning and strategic focus.

Quantity by Item​

Below the revenue analysis, the report also includes quantity-based metrics, allowing you to:

  • Compare sales volume independently from revenue
  • Identify high-volume, low-margin items
  • Detect underperforming items despite high prices

Filtering and Period Selection​

All data in the Items report can be refined using filters:

  • Invoice status (Open, Paid, Cancelled)
  • Selected period
    • Current year
    • Last year
    • Last 6 or 12 months
    • Custom date range
  • Comparison period for year-over-year analysis

Filters apply instantly and update all charts and tables simultaneously.

Practical Use Cases​

The Items report is ideal for:

  • Identifying best-selling products or services
  • Reviewing catalogue performance
  • Supporting pricing and commercial strategy
  • Analysing revenue concentration and diversification

The Items report gives you clear visibility into how each item contributes to your invoicing results, enabling more informed and strategic business decisions.