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• ื’ื ื‘ืขื‘ืจื™ืช

  • “ืกื™ื›ื•ื ืžื›ื™ืจื•ืช ืœืคื™ ื—ื•ื“ืฉ”
  • “ื”ื–ืžื ื•ืช ืฉื ืงืœื˜ื• ื‘ื›ืœ ืจื‘ืขื•ืŸ”
  • “ืกื™ื›ื•ื ืžื›ื™ืจื•ืช ืœืชืงื•ืคื” ืžืกื•ื™ืžืช”

Arguments

ArgRequiredMeaning
periodrequiredmonth or quarter โ€” the grouping.
from_dateoptionalYYYY-MM-DD โ€” bound the order date, window start.
to_dateoptionalYYYY-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

ColumnTypeMeaning
period_labeltextThe period the row covers โ€” YYYY-MM for month, YYYY-Qn for quarter.
order_countnumberHow many orders were booked in that period.
total_revenuenumberTheir 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”
  • get_revenue_monthly / get_revenue_quarterly / get_revenue_annual โ€” invoiced (billed) revenue, not bookings.