Xero Accounting app - Sales report table by month and year
I would like to be able to see sales totals on a simple table on the Xero app. I simply wish to see monthly sales totals as well as year totals per selected year. This helps me to get a quick snapshot of how my sales are increasing or decreasing, and also to view sales trends by month.
Domenico Verlingieri
shared this idea
Thanks for submitting your idea on Xero Product Idea's, Domenico. As you may have seen there is the Total Cash In and Out graph on the dashboard of the app. The dark blue bars show the total amount of cash that’s come into your bank account per month, and the light blue bars show the cash that’s gone out.
Appreciate there's no way to show this only based on invoices, or for a year view atm.
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Livora Kelly
commented
I understand exactly what you mean ! having a simple monthly sales table and yearly totals inside the Xero app would make it much easier to track performance at a glance and spot trends without digging through multiple reports. Many users want this kind of quick dashboard view for faster decision-making and clarity.For now, you can check similar ideas and discussions on https://cinebyhub.com/ and also use Xero’s report filters, but a clean monthly summary table is still something people are actively requesting for better usability.
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capital Plus Auditing Of Account
commented
That’s a very useful feature request. Having a simple table with monthly and yearly sales totals would make it much easier to track performance and spot trends quickly without going through complex reports.
Many businesses handle this by using customized reports or external support like https://capitalplusauditing.ae/ to get clear monthly and yearly insights. A built-in option like this in Xero would definitely save time and improve decision-making.
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alot ubvid
commented
To view monthly and yearly sales totals in the Xero Accounting app, you can use the Profit and Loss report or the Sales by Item or Invoice report, then set the date range to the desired year and change the “Compare by” option to Month to display a clear table showing each month’s sales total along with the overall yearly total at the bottom, giving you a quick snapshot of trends and performance; you can also export the report to Excel for a cleaner table layout or further analysis if needed, similar to how simple calculation tools like https://bottleneckcalcullator.com/ present structured data in an easy-to-read format, helping you quickly compare values and identify increases or decreases over time without complex navigation
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Steve Horst
commented
Could use this in the desktop version as well.