Custom Sales Reports for Faster Collections in ERPNext

Every business has unique reporting system, and client needed deeper insights than standard ERPNext reports.
To bridge this gap, we developed customized sales reports that empower the client to:

• Track overdue payments for faster collections
• Analyze customer buying behavior to identify trends
• Monitor sales performance across territories and salespersons
• Simplify receivable follow-ups for better cash flow management

Key Custom Reports Developed for Client:

1. Age-Wise Receivables Report (Salesperson-Wise)

Monitors outstanding invoices grouped by age brackets (30, 60, 90 days, etc.) and mapped to the salesperson tree.

Why it helps:

• Offers quick visibility into overdue invoices by customer and salesperson
• Enhances follow-up planning based on responsibility
• Ensures faster collections and better cash flow management

2. Customer Ledger Area and Sales Person Wise

Combines the customer ledger with geographical area mapping and assigns each customer to the salesperson tree. This gives a 360° view of receivables by area and responsible salesperson.

Why it helps:

• Track outstanding balances by customer and region
• Assign accountability to the right salesperson
• Plan follow-ups efficiently to speed up collections

3. Customer vs Item Report

Provides a detailed view of items purchased by each customer, along with quantities, sales value, and frequency. This report helps analyze buying patterns and identify high-value customers for targeted follow-up.

Why it helps:

• Understand customer purchase behavior for better engagement
• Identify top-selling items per customer to boost repeat sales
• Spot inactive or low-purchase customers for timely follow-ups

4. Territory vs Item Report

Shows items sold across different territories, including quantities and sales value. It helps businesses analyze regional demand and product performance for smarter sales planning.

Why it helps:

• Identify top-selling items by territory
• Spot underperforming regions for focused strategies
• Align inventory and sales efforts with regional demand

Conclusion

With these customised ERPNext sales reports, client now has complete visibility of their receivables, can prioritize collections effectively, and maintain a healthier cash flow.
If your business struggles with delayed payments or limited insights from standard reports, customised reporting can transform the way you manage sales and receivables.