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The key figures of your sales modules come together on one page. If you connect a Shopify shop, you also see revenue and orders.

In short: Sales Reporting in XOS: key figures from quotes, pipeline, CRM and Lead Radar on one page, plus Shopify revenue and PDF export.

As of November 12, 2026 · ProzessX
Open quotesPipeline valueWin rateShopify revenuePDF
Key figures and trends on one page, then as a PDF. Sample view, simplified.
Sales

Your sales order situation on one page.

In the Sales Hub package€29.99 per seat per month
Everything€249 per seat per month, all modules
RequirementFigures appear as soon as the related sales modules are booked

What this module handles for you.

01

Overview from your sales modules

Open quotes and their value, quote conversion rate, invoice volume, active and won deals, win rate, pipeline value and figures from CRM and Lead Radar.

02

Only what you have booked

Each section only appears if the source module is enabled for your organization. If a module is missing, its tile is missing too, with no placeholder or error.

03

Shopify revenue

With Shopify connected, you see revenue, orders, average order value and return rate for the last 30 days, with a trend.

04

Revenue per employee

If you have booked the ERP, you see how much revenue the sales orders generate per employee. This tile is only visible to admins.

05

PDF export

The key figures can be saved as a PDF, for example for the weekly meeting.

06

Two tabs

Sales Hub for the key figures from your modules, E-Commerce for the connected sales platform.

Sample process

From figures to decisions.

An example for the weekly sales meeting.

Open reporting
Check open quotes and pipeline value
For Shopify, trigger a sync
Export as PDF and share

Frequently asked questions.

Which sales platforms can I connect?

Currently Shopify. Other platforms are not connected.

Who sees revenue per employee?

Only admins, and only if the ERP is booked. Without the ERP, this tile does not exist.

See Sales Reporting in your daily work.

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