report_sales_summary โ Sales Summary
Booked sales-order value and order count, grouped by month or quarter โ a bookings view.
This is a Named SQL Query (SAP
/SQLQueries) โ dynamic
aggregate SQL returning per-query rows, not a fixed Service Layer entity.Sales-summary report โ booked order value and order count, grouped by month or quarter.
Returns one row per period with period_label (e.g. 2025-06 or 2025-Q2), order_count,
and total_revenue, newest period first. A bookings view: it sums sales-order totals over
all orders regardless of status โ an order counts the moment it is placed.
Try these prompts
- “sales summary by month”
- “quarterly bookings”
- “how many orders did we book each quarter?”
- “monthly sales from 2025-01-01 to 2025-06-30”
ื ืกื ืื ืืขืืจืืช
- “ืกืืืื ืืืืจืืช ืืคื ืืืืฉ”
- “ืืืื ืืช ืฉื ืงืืื ืืื ืจืืขืื”
- “ืกืืืื ืืืืจืืช ืืชืงืืคื ืืกืืืืช”
Arguments
| Arg | Required | Meaning |
|---|---|---|
period | required | month or quarter โ the grouping. |
from_date | optional | YYYY-MM-DD โ bound the order date, window start. |
to_date | optional | YYYY-MM-DD โ bound the order date, window end. |
Example result
Q2 booked $49k. 2025-Q2 โ 34 orders, $49,000. 2025-Q1 โ 28 orders, $41,000.
Result columns
| Column | Type | Meaning |
|---|---|---|
period_label | text | The period the row covers โ YYYY-MM for month, YYYY-Qn for quarter. |
order_count | number | How many orders were booked in that period. |
total_revenue | number | Their combined order value. |
Charts
- line: x=period_label, y=total_revenue, title=“Booked value by period”
- bar: x=period_label, y=order_count, title=“Orders booked per period”
Related
get_revenue_monthly/get_revenue_quarterly/get_revenue_annualโ invoiced (billed) revenue, not bookings.