Profit and Loss Reports Overview

Profit and Loss Dashboard

The P&L Dashboard displays profit and loss – totals and per day, as well as the daily averages – across a selected time period. Only orders that are fully shipped will be included in the Profit and Loss reports. The dates used refer to the Ship Date.

For P&L based on the date of payment or refund, see the Transaction Reports.

How is Item Cost calculated?
How is P&L calculated and tracked?

The dashboard can be be filtered by date range, and by Company, Channel, Purchaser, Manufacturer, and Vendor. The filter options control the data display on all sections of the dashboard.

Graph – Shows profit per day, with total sales and total profit noted at the top. The percentage in the green or red box at the top right of the chart compares profit and loss from the selected date range to the prior identical period, e.g. – past 7 days compared to the prior 7 days. Click on the box to open a sub-dashboard that compares the profit – total and per day – for the selected date range.
Pie – Shows percentage of total profit per channel. Hover over section to reveal percentage and dollar value. Clicking on a channel section will display the details of profit and loss for that channel in the Graph Chart.
Daily Averages:
- Daily Profit – Daily average profits for selected date range (Total profit / No. of sales). The percentage box indicates an increase or decrease in P&L from the prior period of similar range. For example, if profits are calculated for 7 days, it will compare to the 7-day period before that. Click the percentage box to open a sub-dashboard that compares daily average profit.
- No. of Orders – Daily average number of orders in selected date range. (No.of orders / No. of days).The percentages indicates an increase or decrease in No. of Orders from the previous period of similar range. For example, if No. of orders are calculated for 7 days, it will compare to the 7-day period before that. Click the percentage box to open a sub-dashboard that compares daily No. of Orders.
- Typical Order – Average profit per order in selected date range. (Average Daily Profit / Daily Average No. of Orders). The percentages indicate an increase or decrease in P&L from the previous period of similar range. For example, if profits are calculated for 7 days, it will compare to the 7-day period before that. Click the percentage box to open a sub-dashboard that compares daily average profit per order.
Top 5 Products by Profit – Shows 5 products that returned the highest profit in dollar value in the selected date range. Click “View More” to see the full profit list.
Top 5 Product by Profit Margin – Shows 5 products that returned the highest profit margin in the selected date range. Click “View More” to see the full profit list.