Update Sales Report

Updated: 12 Nov 2025 - LC

What: Get report of sales

Why: To have an overview of the sales

STEPS:

1. Log in to Infusionsoft

2. Click the 3 vertical lines beside the Keap logo to open the menu

3. Click 'Reports' under 'E-Commerce'

4. Select the report:
All Sales (Itemized) Report

5. Select these 'Search Criteria':

• Date: 1st day of the month and last day of the month then click OK, example:

6. Tick box on the left to select all results and click Actions then Export; save to your desktop as reference

8. Add a new tab in the sales report document then rename the tab to that month and year, e.g., "Jul '23"

9. On your exported report from #7, calculate the total of the sales and the money collected for the different categories of what generates income listed on the document:

• • ISCA

  • DMM

The exported report will not explicitly say these things so you will have to determine. For example, a sale of an ISCA repeat is considered 'ISCA' and so will be added to that category's total

• Total sales means the actual total of all the raw sales; for example:
  $3500 pay in full
  + $5760 payment plan (total of the $360x16 payment plan)
  = $9260 total sales

• Money collected means the actual total of the money collected from the sales; for example:
  $3500 pay in full
  + $360 from the payment plan (first payment from the $360x16=$5760 payment plan in the example above)
  = $3860 money collected

10. Fill out the column for that month with the calculated sales and money collected total from the exported report

a. In the spreadsheet 'Product Sales-Money Collected_2021-2025.xlsx':
If a customer gets a discount on their payment plan, add the discount on the discount row to reflect that
After that, adjust the total sales by deducting that discounted amount; steps 11 & 12 example: video here

13. Save the document