Profit Metrics

The Profit Metrics section provides both a Dashboard View and a Tabular View of your profit metrics, similar to an income statement.

Dashboard View of Profit Metrics

The dashboard view offers a visual representation of your key profit metrics, giving you an instant overview of your store's financial health.

Features:

  • Visual Summaries: Interactive charts and graphs display your revenue, costs, and profits.

  • Key Performance Indicators (KPIs): Monitor essential KPIs such as Total Revenue, COGS, Gross Profit, Operating Expenses, and Net Profit.

  • Customizable Date Ranges: Analyze data over specific periods to identify trends and patterns.

  • Comparison Tools: Compare current performance against previous periods.

How to Use:

  1. Access the Dashboard: Navigate to the Profit Analysis module from the sidebar and select Profit Metrics.

  2. Select Date Range: Use the date picker to choose the time frame you want to analyze.

  3. Review KPIs: Examine the key metrics displayed.

  4. Drill-Down & Analyze Charts: Work through the interactive charts for detailed insights into each metric.

Tabular View of Profit Metrics

The tabular view presents your profit metrics in a detailed table format, similar to an income statement, providing a granular look at your financial data.

Features:

  • Income Statement Format: View revenues, expenses, and profits in a structured table.

  • Detailed Line Items: Break down costs into categories like COGS, shipping, taxes, and fees.

  • Export Options: Download the table as a CSV or Excel file for offline analysis.

  • Drill-Down Capability: Click on any line item to see underlying details.

How to Use:

  1. Switch to Tabular View: In the Profit Metrics section, select the View in Table Format option.

  2. Select Date Range: Use the date picker to set the period for your income statement.

  3. Review Line Items: Examine each revenue and expense category for detailed insights.

  4. Drill Down: Click on specific line items to view details.

  5. Export Data: Use the Export button to download the table for further analysis.

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