Read your sales and profit reports

You know your sales, best products and real profit for the period.
Time
About 10 min
Steps
4

Steps

  1. Step 1 of 4

    Open Reports

    Open Reports → Sales. Pick a period such as Last 30 days, or Custom range… for your own dates.

    Do it in your portal

  2. Step 2 of 4

    Check profit

    Open Reports → Profit & Loss. Switch Accounting basis between Accrual and Cash to see sales when made or when paid.

    Do it in your portal

  3. Step 3 of 4

    Find what to restock

    Open Reports → Inventory for low and out-of-stock items, and Product performance to see what earns the most.

    Do it in your portal

  4. Step 4 of 4

    Keep a copy

    Press Print / Save as PDF on any report.

    Do it in your portal

Reports work from your orders, counter sales and expenses. Costs are taken at the time of each sale, so editing a product's cost later doesn't change past profit.

  • Sales: sales by day, where sales came from and what sold best.
  • Profit & Loss: revenue, cost of goods, expenses and net profit.
  • Tax: taxable sales and tax collected.
  • Inventory: stock value, low stock and out of stock, as of now.
  • Customers: who buys and how much.
  • Product performance: units, revenue and profit by product.
  • Quotations pipeline: how quotes turn into sales.

Try it on your own store.

14-day Pro trial, no card. Everything is in the same account.