Getting Started

View your sales performance and analytics:

1. Navigate to /inventory/report-overview
2. Select a time frame ("Current Month", custom date range)
3. Review "KPI" cards showing key metrics
4. Explore different tabs for detailed analysis
5. Export data to CSV for external analysis

Time Frame Selection

Choose your reporting period:

• "Current Month": Automatically selects first day of current month to today
• "Custom Range": Select start and end dates (max 60 days)
• Date Validation: Start date cannot be after end date
• Auto-Load: Data loads automatically when dates are selected
• "Apply" Button: Click "Apply" to refresh data with new date range

Key Performance Indicators (KPIs)

Overview metrics displayed at the top:

• Total Revenue: Sum of all sales in selected period
• Total Profit: Revenue minus cost of goods sold
• Profit Margin: Percentage profit (profit ÷ revenue × 100)
• Total Sales: Number of individual transactions
• Average Order Value: Revenue ÷ number of sales
• Currency: Displays in your account currency setting

Overview Tab

High-level performance visualization:

• Profit Trends: Line chart showing profit over time (daily breakdown)
• Revenue Trends: Revenue trends alongside profit
• Date Range: Shows data points for each day in selected period
• Interactive Charts: Hover to see exact values for each date
• Visual Comparison: Compare profit vs revenue trends

Sales Performance Tab

Detailed sales metrics:

• Sales Breakdown: Revenue and profit by platform (Shopify, eBay, etc.)
• Platform Comparison: See which platforms perform best
• Platform Pie Chart: Visual representation of revenue distribution
• Individual Metrics: Revenue, profit, and margin per platform
• Total Aggregation: Summary totals across all platforms

Product Groups Tab

Analyze performance by product groups (sets):

• Group List: All product groups with sales in selected period
• Revenue: Total revenue per group
• Profit: Total profit per group
• Quantity Sold: Number of items sold per group
• Click to Expand: Click group name to see individual products
• Product Details: Modal shows all products sold from that group
• Sortable: Sort by revenue, profit, or quantity

Transactions Tab

Detailed transaction list:

• Transaction Table: Complete list of all sales in period
• Columns: Date, Product, Platform, Quantity, Price, Revenue, Cost, Profit
• Filtering: Filter by platform (All, Shopify, eBay, etc.)
• Search: Search transactions by product name
• Sorting: Sort by date, revenue, profit, or platform
• Pagination: Navigate through large transaction lists
• Export CSV: Download all filtered transactions as CSV

Exporting Data

Export reports for external analysis:

1. Go to "Transactions" tab
2. Apply any filters or search terms desired
3. Click "Export CSV" button
4. File downloads with filename: sales-report-[start-date]-to-[end-date].csv
5. Open in Excel, Google Sheets, or other spreadsheet software
6. Export respects current filters and date range