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Profit by Category

Shows the most profitable product categories for the selected period.

The list of categories is sorted from the most profitable.

To calculate profit, the cost of products is subtracted from the revenue 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:

  • Revenue — total amount for the product considering discount and quantity
  • Profit — difference between revenue and cost

Take the category “Screen Protectors”. During the period, there were two sales:

  1. In sale: price $200, discount $20, cost $60, quantity 2 pcs. Sale paid.
  2. 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 “Screen Protectors”:

Total revenue — 360 + 200 = $560
Total cost — 120 + 80 = $200
Total profit — 240 + 120 = $360

Profit for the “Screen Protectors” category for the period: $360


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