Generate, schedule and email business reports.
Monthly sales summary Sales
Revenue, orders and AOV by channel and category
PDF Runs monthly 4 recipientsLast run 15d ago
Weekly KPI digest Sales
Top-line metrics with week-over-week change
PDF Runs weekly 7 recipientsLast run 4d ago
Customer cohort retention Customers
Monthly cohorts and repeat-purchase rate
XLSX Runs monthly 2 recipientsLast run 15d ago
Low-stock & reorder list Inventory
Products at or below their reorder level
CSV Runs daily 3 recipientsLast run 10h ago
Accounts receivable aging Finance
Unpaid invoices grouped by days overdue
XLSX Runs weekly 2 recipientsLast run 4d ago
Campaign performance Marketing
Coupon redemptions, traffic sources and conversion
CSV On demand 1 recipientLast run 21d ago
Tax summary (quarterly) Finance
Taxable sales and tax collected by region
PDF On demand 1 recipientLast run 17d ago
Fiscal year to date
Net margin 43.8%
Revenue, expenses and profit by month
| Month | Revenue | Expenses | Profit | Margin | vs last year |
|---|---|---|---|---|---|
| Nov | $40,320.00 | $21,370.00 | $18,950.00 | 47% | +23.1% |
| Dec | $50,616.00 | $27,333.00 | $23,283.00 | 46% | +58.1% |
| Jan | $51,660.00 | $31,513.00 | $20,147.00 | 39% | +34.6% |
| Feb | $55,968.00 | $29,103.00 | $26,865.00 | 48% | +27.0% |
| Mar | $54,708.00 | $32,278.00 | $22,430.00 | 41% | +20.7% |
| Apr | $62,400.00 | $36,816.00 | $25,584.00 | 41% | +28.2% |
| May | $71,232.00 | $39,178.00 | $32,054.00 | 45% | +51.1% |
| Jun | $73,920.00 | $42,134.00 | $31,786.00 | 43% | +43.9% |
| Jul | $67,260.00 | $36,320.00 | $30,940.00 | 46% | +25.6% |
| Aug | $67,704.00 | $37,914.00 | $29,790.00 | 44% | +22.8% |
| Sep | $75,660.00 | $40,856.00 | $34,804.00 | 46% | +23.1% |
| Oct | $84,864.00 | $47,524.00 | $37,340.00 | 44% | +33.3% |