Track Sales Trends and Client Insights for Each Item
Every item in your catalog has a dedicated detail page showing its configuration and sales performance. Use these insights to understand which items drive revenue, identify your top clients for specific products, and discover cross-sell opportunities.
Accessing the Item Detail Page
To view an item's details:
- 1 Go to Sales → Items from the main menu
- 2 Click on any item name in the list
The detail page displays the item's information along with performance metrics and quick actions.
Item Information
The top section shows the item's core details:
- Type badge indicating whether the item is a Product or Service
- Category showing which category the item belongs to (if assigned)
- Price showing the default rate and currency
- Description with any additional details you have added
Quick Actions
The Quick Actions panel provides shortcuts to manage the item:
- Edit Item opens the item form where you can update any field
- Remove Item deletes the item from your catalog (if not used in any documents)
Sales Summary
The Sales section displays key metrics for this item. Use the dropdown filter to view data for different time periods, such as This Year or previous years.
- Total shows the total revenue generated by this item
- Units Sold shows how many times this item has been invoiced
- Average shows the average price per unit sold
These figures are calculated from all invoices containing this item within the selected period.
Sales Trend
The Sales Trend graph shows how the item's sales have changed over time. Each point represents a month, allowing you to spot seasonal patterns, growth trends, or periods of decline.
Hover over data points to see exact values for each month.
Top Clients
The Top Clients section reveals which customers purchase this item most frequently. Use the time filter to adjust the period analyzed.
The table displays:
- Client Name identifying the customer
- Units Sold showing how many times they purchased this item
- Average showing their average price per unit
- Total showing the total revenue from this client for this item
This insight helps you identify key accounts for specific products or services and spot opportunities for repeat business.
If there is not enough data yet, the section displays "Not enough data collected."
Often Sold With
The Often Sold With section shows which other items frequently appear on the same invoices as this item. Officaid detects these patterns automatically based on your invoicing history.
Use this insight to:
- Identify natural product bundles
- Discover cross-sell opportunities when quoting
- Understand how clients combine your offerings
Like Top Clients, this section requires sufficient invoicing data to display results.
Frequently Asked Questions
The Sales total only counts invoiced amounts, not quotations. An item must appear on a finalized invoice to contribute to sales figures.
Currently, item performance data is viewable on the detail page. For broader sales reports, see Understanding Financial Reports.
Officaid analyzes your invoicing patterns automatically. The data updates as you create new invoices containing this item.
What's Next?
Now that you understand item performance insights, explore these related guides:
- Editing and Removing Items to update or delete items from your catalog
- Managing Item Categories to organize items for easier analysis
- Profit & Loss Statement to see overall revenue performance