Reports & Analytics

NaviPOS provides comprehensive reports to help you understand your business performance and make informed decisions.

Accessing Reports

Go to Reports in the main menu. All reports can be:

📅 Filtered by date range — Today, this week, this month, custom range
📄 Exported to PDF — For printing and archiving
📊 Exported to Excel — For further analysis in spreadsheets

Sales Reports

Daily Sales Summary

A snapshot of your day's business:

Total revenue
Number of transactions
Average transaction value
Payment method breakdown (Cash, M-Pesa, Card, Credit)
Comparison with previous day

Sales by Product

See which products are performing:

Top 10 best sellers
Slow-moving products
Revenue per product
Quantity sold per product
Profit margin per product

Sales by Category

Understand category performance:

Revenue by category
Percentage contribution of each category
Growth trends over time

Sales by Employee

Track individual cashier performance:

Sales per employee
Number of transactions
Average transaction value
Discounts given
Voids and returns processed

Financial Reports

Profit & Loss

Your true business performance:

Revenue — Total sales income
Cost of Goods Sold (COGS) — What you paid for the products you sold
Gross Profit — Revenue minus COGS
Expenses — All business expenses
Net Profit — What you actually earned

Cash Flow Statement

Track money in and out:

Cash received from sales
Cash paid to suppliers
Business expenses
Net cash position

Expense Report

All business expenses categorised:

Rent, utilities, salaries, transport, supplies
Date-wise breakdown
Category totals
Monthly comparison

Inventory Reports

Stock Valuation

The current value of your inventory:

Total items in stock
Value at cost price
Value at selling price
Potential profit in stock

Stock Movement

Track how products move:

Items received (from purchase orders)
Items sold
Items returned
Items adjusted (stock take)
Items transferred (between branches)

Low Stock Report

Products that need reordering:

Products below reorder level
Current stock vs. reorder level
Suggested order quantity
Supplier information

Tax Report

For KRA compliance:

Total taxable sales
VAT collected
Tax-exempt sales
Summary for filing returns

Tips for Using Reports

📊 Review the Daily Sales Summary every evening at closing
📈 Check Sales by Product weekly to identify trends
💰 Review Profit & Loss monthly to track business health
📦 Use Low Stock Report to create purchase orders proactively
👥 Monitor Sales by Employee to reward top performers

Next: Learn about M-Pesa Payments or Remote Monitoring.