Inventory Profitability Report
This report shows how much profit you're making from retail products by tracking sales revenue vs. cost of goods sold (COGS)—broken down by item and category:
🔍 Filters:
Date Range
Category
Key Sections:
Profitability Summary by Category
A bar chart showing net profit by product category (e.g., Aftercare, Apparel, Piercing Jewelry). Categories in red indicate net losses:
Profitability Totals
Total Net Profit – What your shop kept after deducting cost (wholesale price)
Total Product Revenue – Total earned from product sales
Total COGS – Your cost to stock those products; Retail Price - Wholesale Price
Total Quantity Sold – Number of individual products sold
Detailed Item Profitability
View every product’s performance in a sortable table:
Item Name & Category
Quantity Sold
Average Retail Price
Discounts Given
Commissions Paid
Total Product Revenue
Cost of Goods (COGS)
Net Revenue (highlighted in green/red for profit/loss)
💡 Use It To:
Track top-performing retail items
Identify products eating into profits
Set smarter prices and commission rules
Stop stocking products with consistent losses
Inventory Snapshot Report
This report gives you a real-time view of your inventory, including current stock levels, total retail/wholesale value, and what's in or out of stock.
🔍 Filters:
Stock Status – Filter by In Stock, Out of Stock, or All
Category
Supplier
Key Sections:
Inventory Value by Category (Donut Chart)
Visual breakdown of your inventory’s total retail value by category:
Inventory Totals
At-a-glance total of how much you've invested in your inventory (Wholesale Value) and how much you can sell it for (Retail Value):
Total Retail Value in Stock: $14,145.00
Total Wholesale Value in Stock: $6,567.00
Use these to understand markup, plan reorders, and assess how much cash is tied up in inventory.
Inventory Details Table
Line-by-line summary of every item:
Item Name
SKU
Category
Quantity in Stock
Status (In Stock / Out of Stock)
Wholesale & Retail Price
Total Wholesale & Retail Value
Reorder link (if a Reorder URL is set on the inventory item)
💡 Use It To:
Quickly spot what needs restocking
Understand your most valuable inventory categories
Monitor inventory aging and avoid overstocking
Get a real-time snapshot for insurance or end-of-year accounting