Package sales report: which package sells, and how much was collected?
List the packages sold in the period with amount, paid, outstanding and usage. See the highest-earning packages and the breakdown by sales consultant.
Last updated: 7 October 2026
The package sales report gathers the packages sold in the period you choose into one list. You see both which package is selling and how much of its money has been collected on the same screen.
Opening the report
Open Reports → Package Sales Report from the left menu.
Use “Sales Period” to set the date range in which the packages were sold. The report opens with This Month; for Custom Date, choose Start and End.
Filters
Package Status: you can choose several. Active, Completed and Expired are selected at first; add Cancelled to see cancelled sales. If you clear them all, the selection returns to those three.
Sales Consultant: the staff member who sold the package; the list shows staff who have sold packages.
Package Template: one of the templates that have been sold.
Customer: type at least 2 characters and pick the customer.
Payment Status: All, Paid, Partially Paid or Unpaid.
Search Packages: search by package name.
Sort: Date (Newest First, the default, or Oldest First), Amount (High to Low or Low to High) and Outstanding (High to Low or Low to High).
Summary tiles
For all sales that match the filters you see Units Sold, Total Revenue, Collected, Pending Collection and Average Sale.
Highest-Revenue Packages
This card below the summary tiles groups the packages sold in the period by name and shows the five that earned the most, with their number of sales. It is the first place to look when deciding which package to promote or whose price to revisit.
Columns
Sale Date · Package · Customer · Advisor: the identity of the sale.
Status: Active, Completed, Expired or Cancelled.
Amount: the package's sale price.
Paid / Remaining: completed payments linked to the package, and what is left of the amount.
Payment: Paid, Partially Paid or Unpaid.
Usage: how many of the package's sessions have been used (for example 3/10 sessions) with a progress bar. A high amount with low usage means the customer is not turning up — a good signal to follow up on.
Above the table you see how many sales are shown and the number of sales per status. The list loads 20 at a time; press Load More to see the rest. This report has no Excel/PDF export.
A high “Pending Collection” means uncollected revenue is building up. The unpaid part of a package sale is recorded as a receivable; you can follow these customers on the My Business → Accounting & Finance → Receivables page.
On mobile, open Reports from the menu and pick Package Sales Report from the strip at the top. The period chips are Today, This Week, This Month (the default), This Year and Custom. You can search by package name and filter with the status chips (Active, Completed, Expired, Cancelled — you can select several, at least one stays selected, and all but Cancelled are selected at first) and the payment chips (All Payments, Paid, Partial, Unpaid).
Tiles: Sale, Revenue, Collected and Remaining (with the average sale amount underneath). Each sale in the list shows the package, customer, date, consultant, amount, any remaining payment, status and payment badges and the usage percentage; the list loads 20 at a time.
The sales consultant, package template and customer filters, sorting and the Highest-Revenue Packages card are only available in the web panel. This report has no Excel/PDF export.