The Profit report provides a comprehensive overview of your sales, summarizing information on Gross Sales, COGS, and Profit within a specific time frame. This report enables you to identify the most profitable products among those you sell. The report is based on the Sales and Shipments transactions.
- In the Kladana workspace, select Sales → Profit.
- Select one of the following options to base your report on:
- By Products. Allows to track profitable and unprofitable products for the selected date range.
- By Employees. Allows to track sales and profit of team members to count professional fees.
- By Customers. Allows to track sale revenue from each customer to analyze which customers are profitable and why.
- If you want to check all transactions related to the product in the report, click on it. These transactions help you find inconsistency in report data. For example, if the product profitability looks higher than normal or the cost is unusually low. Also, Kladana highlights sales made in a negative stock.
- If you want to visualize a report, click Graph.
Returns are displayed for team members who made an original sale transaction. Even if the return transaction was created by someone else.
How to read the report
The profit report is divided into the following parts:
- Sales. Shows the summary of sold items for selected date range including:
- Quantity of units sold
- Number of sale transactions
- Product sale price
- Average cost
- Gross sales amount
- Cost of goods sold
- Returns. Shows the summary of returned items for selected date range including:
- Quantity of units returned
- Number of return transactions
- Product sale price
- Average cost
- Total returns amount
- Cost of goods returned
- Gross Profit and Profit Margin. Shows how much you earned selling each product and how profitable was selling them.
Learn more about profit metrics and their calculation methods.