Understanding the Item Profitability Report Dashboard [Information]

Modified on Wed, 11 Feb at 2:21 PM

The Item Profitability Report provides a detailed financial analysis of your product performance. It helps you identify high-margin items and underperforming SKUs to optimize pricing and inventory strategies.

This article explains the specific metrics and visualizations available in the Item Profitability Report dashboard.

For a list of available dashboards and instructions to access them, see Insights Dashboards Master List [Guides List].

To learn how to filter, view details, and export data from this dashboard, refer to: How to Use the Insights Dashboards [Guide].

TABLE OF CONTENTS

Purpose
Components

Purpose

Use this dashboard for granular financial analysis and merchandising decisions by:

Tracking revenue and profit margins at the SKU level.
Identifying top-performing products and loss-leaders.
Comparing the cost of goods sold against generated revenue.

The table below summarizes its key aspects:

FEATURE	SHIPMENT PERFORMANCE
Primary Focus	SKU-level profitability and margin analysis.
Best For	Merchandising decisions, pricing strategy optimization, and inventory rationalization.
Highlighted Metrics	Total Profit Average Margin Cost vs. Revenue
Typical Questions	Which items generate the most profit? Which items are being sold at the lowest margin? Are high-volume sales translating to actual profit?
Typical Users	Finance Managers Merchandisers Operations Managers

Components

Key components:

Embedded Filters: Filter by Account, Date Range, or a combination.

Summary: Displays high-level Key Performance Indicators (KPIs) regarding the overall financial health of the selected data set. This section includes:

Total Revenue: The sum of all revenue generated from item sales within the selected period (calculated as Quantity Sold × Retail Price).
Total Profit: The total revenue minus the total costs incurred (calculated as Revenue - Total Cost).
Average Margin: The mean profit percentage across all items, providing a quick view of overall efficiency.

Item Performance Details: Provides a row-by-row breakdown of financial performance for each specific product variant. This section includes:

SKU: The SKU for the specific product variant.
Item Name: The descriptive name of the product.
Quantity Sold: The total number of units sold during the selected period.
Total Revenue: The total sales value generated by this specific item.
Total Cost Price: The total cost of goods sold for this item (calculated as Quantity × Cost Price).
Total Profit: The net earnings for this item after deducting costs.
Average Margin: The profit margin percentage specific to this item, helping identify if the product is meeting financial targets.