The performance (formerly sales) report summarises the performance of your products, brands, suppliers and categories for a given date range. You can use this report to:
Decide which suppliers or brands you may choose not to stock next season
Discover your top selling products
Discover your best selling categories
Compare which brands outperform others
Compare your least and most profitable brands and suppliers
By default, the performance report shows sales by products for the last 30 days, sorted by sales value (highest first).
Tap All stores to filter by a specific store. Select either a pre-defined or custom date range to automatically filter the report. All columns within the table are sortable. Sorting by Name, Supplier, Brand or Category will only update the table, sorting by the remaining columns will update both the graph and table. The report is filtered by:
Sales by product
Sales by variant
Sales by supplier
Sales by brand
Sales by category
Sales by subcategory
Sales by misc sales
The table and graph can be sorted by:
Total sold - The number of items sold
Sales value - Price of the item sold
Net value - Sales value - VAT
Cost of goods
Gross profit - Net value - Cost of goods
Margin - Gross profit ÷ Net value
Ratio - Sales value ÷ Cost of goods
Only products that have been sold within the date range will be displayed in the list. 20 products are displayed at one time, use the pagination control at the bottom of the list to view the next 20 products, the graph will update to reflect the next 20 products now displayed in the list.
If you want the report to show you information on a specific tag, brand, supplier, category or subcategory, this can be requested in the search bar under the graph. You must use the search for the tag and use a colon before starting your search, e.g. 'brand: Marc Darcy'.
Export report
Tap then Export to export all products within the filtered report. For example, if the report shows sales by product and sorted by total sold, a list of all products within the specified date range ordered by total sold (ascending to decending) will be exported.