Sales
Summary · Salesperson · Customer · Product · Pipeline
Connected business reporting
Know What’s Happening Without Waiting for Month-End.
Bring sales, people and finance information together so owners and managers can act while the work is still happening.
NextGenERP ReportsPune branch · FY 2026–27
Business reportsToday’s overview
Monthly sales₹14.2L
Present today46
Net result₹5.6L
Needs attentionUpdated now
Sales performance12% above JulyOpen
Receivable aging12 overdue₹3,45,000
Expense trendWithin budget₹3,84,000
The everyday problem
A Report Is Too Late If the Team Had to Rebuild It First.
NextGenERP reports from connected operational records, using the same company and branch context as the underlying work.
01
Sales and finance numbers come from different files
02
Attendance summaries arrive after payroll
03
Owners wait for month-end
04
Reports cannot be traced to source activity
One connected workflow
See how the work moves.
Each step continues from the same business record, so context is not lost between teams.
01Business Activity
02Connected Records
03Role View
04Report
05Action
Three views of the business
HR
Attendance · Leave · Employee Cost · Payroll
Finance
Receivables · Payables · Expenses · P&L · Balance Sheet · Cash/Bank
What you can do
Features tied to real work.
Clear workflows, useful context and a business outcome—not a wall of feature names.
01
Sales reports
Review sales summary, salesperson performance, customer sales, product sales and pipeline.
Managers know where to focus selling effort.
Monthly sales₹14.2L
Sales performance12% above JulyOpen
02
HR reports
Review attendance, leave, employee cost and payroll information.
People decisions use current workforce data.
Present today46
Receivable aging12 overdue₹3,45,000
03
Receivables and payables
See customer outstanding, aging, vendor dues and upcoming obligations.
Cash priorities become visible.
Net result₹5.6L
Expense trendWithin budget₹3,84,000
04
Expense analysis
Understand spending by category, department, employee and branch.
Owners can act on unusual costs earlier.
Monthly sales₹14.2L
Sales performance12% above JulyOpen
05
Financial statements
Open P&L, balance sheet, trial balance, cash and bank views from posted accounts.
Management and accountants share the same source.
Present today46
Receivable aging12 overdue₹3,45,000
06
Role-based dashboards
Show each user the relevant measures allowed by their access scope.
Useful insight does not require broad data exposure.
Net result₹5.6L
Expense trendWithin budget₹3,84,000
Role-based use
The right view for each person.
For Business Owner
See a concise cross-business pulse.
For Manager
Track the team and workflow measures they own.
For Accountant
Move from summary to source-backed statements.
Optional Add-ons
Extend Reports with focused workflows.
Keep the core product simple and activate only the operational workflows your team needs.
Current plan availability
Choose the plan that fits your team.
Checking current plans…
Reports questions
Know what the module does before you start.
Direct answers about the workflow, current scope and how it connects.
Which sales reports are available?+
The reporting scope includes sales summary, salesperson, customer, product and pipeline views.
Are HR reports included?+
Attendance, leave, employee cost and payroll reporting are part of the HR reporting scope.
Can I see receivables and payables?+
Yes. Aging and open-balance views show customer and vendor obligations.
Are financial statements based on posted entries?+
Accounting statements use posted ledger activity.
Can users see only their permitted data?+
Yes. Role, company, branch and data scope drive access.
Does Reports connect with other NextGenERP modules?+
Yes. Reports works with CRM, HRMS, Accounting and GST, so teams can continue the workflow without entering the same information again.
Start with Reports
Ready to put this workflow in one connected system?
Try CRM, sales, people, money and accounts together with your 30-day NextGenERP trial.