Profit by Category
Displays the most profitable product categories for the selected period.
The list of categories is sorted from the most profitable.
Calculation Principle
Section titled “Calculation Principle”To calculate profit, the cost of products is subtracted from the revenue amount for products in the category. Only paid sales and closed orders with full or partial payment are included.
Not included in the calculation:
- orders with statuses “New”, “In Progress”, “Deferred”, “Ready”, “Closed Unsuccessfully”;
- unpaid sales.
Indicators:
- Sales — number of sales of products in the category.
- Revenue — total amount for the product considering discount and quantity.
- Cost — total cost of goods for all items.
- Discount — total discount amount on products in the category.
- Markup — profit ÷ cost × 100%.
- Profit — difference between revenue and cost.
Calculation Example
Section titled “Calculation Example”Take the category “Screen Protectors”. During the period, there were two sales:
- In shop: price $200, discount $20, cost $60, quantity 2 pcs. Sale paid.
- In order: price $100, no discount, cost $40, quantity 2 pcs. Order closed and paid.
Calculate separately:
-
Sale
Revenue — (200 – 20) × 2 = $360
Cost — 60 × 2 = $120
Profit — 360 – 120 = $240
-
Order
Revenue — (100 – 0) × 2 = $200
Cost — 40 × 2 = $80
Profit — 200 – 80 = $120
Total for the “Screen Protectors” category:
Total revenue: 360 + 200 = $560
Total cost: 120 + 80 = $200
Total profit: 240 + 120 = $360
Summary
Section titled “Summary”Profit for the “Screen Protectors” category for the period: $360