SayPro Pull monthly revenue reports by category (training, products, donations).

✅ How to Pull Monthly Revenue Reports by Category

🔹 Step 1: Identify Your Data Source

Choose where SayPro tracks its revenue:

Source/Tool	Location	Type of Data
Accounting software (e.g. Sage, QuickBooks)	Online dashboard or reports tab	Official financial data
Google Sheets / Excel	“SayPro Revenue Tracking Sheet”	Manual or semi-automated entries
CRM (e.g., HubSpot, Zoho)	Deals or transactions module	Client payments, services sold
Payment gateway (e.g. PayFast, PayPal)	Monthly statements or transaction history	Online payments for training/products

---

🔹 Step 2: Filter by Date and Category

In Excel or Google Sheets:

1. Open the SayPro Revenue Tracking Sheet.
2. Apply filters to the relevant month (e.g., May 2025).
3. Use the “Category” column (e.g., Training, Donations, Products).
4. Create a pivot table or summary table.

Example layout:

Category	May 2025 Revenue (ZAR)
Training	74,000
Products	17,500
Donations	18,500
Consulting	58,000
Total	168,000

---

🔹 Step 3: Export Report (Optional)

• In Excel: File → Export → Create PDF/XLSX report
• In Google Sheets: File → Download as Excel/PDF
• From accounting software: Use the “Revenue by Item or Service” report and export it by month.

---

📊 Recommended Format for Monthly Reports

Include:

• Table by revenue category
• Bar chart or pie chart
• Comparison with previous month(s)
• % Growth or Decline per category